Senior Personal Banking Advisor Calgary
Avenue.io Inc.
Shape personalized financial planning and complex mortgage solutions at ATB Financial’s Calgary Forest Lawn branch, with rotating Saturday shifts required.As a Senior Personal Banking Advisor, you will support high-net-worth individuals and small businesses. Use financial planning, estate planning, and mortgage expertise to address complex needs. Build trusted relationships while delivering tailored advice and holistic solutions.Key Responsibilities:
Provide personalized financial planning and sophisticated client solutionsAddress complex estate planning and mortgage needsPartner with Wealth and Business internal teamsGrow high-value client relationships through regular follow-upsAchieve sales targets and expand your business networkRequirements:
Four to six years of retail banking experienceOne to two years processing and decisioning mortgage applicationsCompleted two to four million dollars in mortgage loansStrong financial, estate planning, and mortgage knowledgePFSA and FP1 accreditation with relevant education or experienceBring relationship management, mortgage expertise, and financial planning knowledge to ATB Financial’s Senior Personal Banking Advisor team.
#J-18808-Ljbffr
Provide personalized financial planning and sophisticated client solutionsAddress complex estate planning and mortgage needsPartner with Wealth and Business internal teamsGrow high-value client relationships through regular follow-upsAchieve sales targets and expand your business networkRequirements:
Four to six years of retail banking experienceOne to two years processing and decisioning mortgage applicationsCompleted two to four million dollars in mortgage loansStrong financial, estate planning, and mortgage knowledgePFSA and FP1 accreditation with relevant education or experienceBring relationship management, mortgage expertise, and financial planning knowledge to ATB Financial’s Senior Personal Banking Advisor team.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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