ATB Therapeutics

Business Advisor - Calgary Marda Loop

CALGARY, Alberta, Canada

Sponsorship not specifiedDetected 14 days ago

ExcelCustomer SupportLeadershipCommunicationProblem Solving

About the role

You excel at building your professional brand to create Centres of Influence (COI) that drive financial health throughout Everyday Financial Services (EFS) and the community.

As ATB's next EFS (Everyday Financial Services) Business Advisor, your role is to manage a portfolio of Mass Affluent Clients.
You build, increase and retain valued business based on targets, financial acumen and joining the leadership team to provide specialized insights into the business.
You manage complex retail & business deals and are able to translate information into easy-to-understand solutions for our clients.
You proactively take an informal leadership role by influencing and advising on established and new thinking, processes, and issues that support the advancement of the EFS Strategy.
About the Role As ATB's next EFS (Everyday Financial Services) Business Advisor, your role is to manage a portfolio of Mass Affluent Clients.

You lead programs or initiatives that improve ATB's presence and reputation within the community, and take on leadership duties as required during the absence of formal leaders.
You have a thorough understanding of Risk Management policies and procedures.
You have in-depth analytical and problem solving skills, as well as data-driven decision making, with a customer-oriented approach.
You are a fluent communicator who can adapt communication style and methods to best suit your audience (verbal, written, & digital).
You have amazing attention to detail and follow-through skills.
Post-secondary degree/diploma in finance, business administration, or a related field.

We're on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

At ATB, we exist to make it possible for our clients, team members and communities.
Our purpose is more than aspirational.
It's a real commitment we live every day through our values (what we call the ATB ID ).
Life at ATB is about more than work.
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
You are consistently and confidently able to fulfill our customers' everyday banking needs through connecting them to the right products, services, and partners.

This listing is sourced directly from ATB Therapeutics's careers page and normalized into a canonical job model.