Build trusted client relationships as a Senior Personal Banking Advisor at ATB Financial's Lethbridge Mayor Magrath branch. Apply financial planning expertise to complex needs.
This experienced advisor serves high-net-worth individuals and small businesses through personalized financial solutions. The work includes estate planning, complex mortgages, relationship management, and collaboration with Wealth and Business teams. You will also support digital adoption and client growth.
Key Responsibilities:
- Provide personalized financial planning and sophisticated solutions
- Address complex estate planning and mortgage needs
- Develop relationship management plans for high-value clients
- Build sales pipelines and grow your book of business
- Educate clients about digital tools and adoption
Requirements:
- Four to six years in retail banking or similar industry
- Proven success maintaining and growing a book of business
- Knowledge of financial and estate planning
- Knowledge of complex mortgage products
- PFSA, FP1 Accreditation and relevant education or experience
Bring relationship management, financial planning, and complex mortgage expertise to ATB Financial's senior advisory team in Lethbridge.
Senior Personal Banking Advisor Lethbridge employer: ATB
ATB is an exceptional employer that prioritizes the well-being and growth of its team members, offering a high-care, high-performance culture that empowers individuals to make a meaningful impact. With a commitment to inclusivity and flexibility, ATB provides opportunities for professional development and a supportive environment where unique perspectives are celebrated. Located in Alberta, the hybrid work arrangement allows for a balanced work-life experience, making it an ideal place for those seeking a rewarding career in digital banking.
