ATB Therapeutics

Senior Personal Banking Advisor - Edmonton Killarney

EDMONTON, Alberta, Canada · Senior

Sponsorship not specifiedDetected 5 days ago

SalesPipeline ManagementLeadershipCommunicationCritical Thinking

About the role

Partner with internal teams (Wealth, Business) to provide holistic solutions for clients with multifaceted needs.
Build and maintain strong connections through regular communication and follow-ups.
Develop and implement relationship management plans for high-value clients.
Actively build and leverage an external network to generate new opportunities.
Connect and Collaborate: Demonstrate critical thinking to solve complex problems.
Nurture Relationships: Build and maintain strong connections through regular communication and follow-ups.
Drive Growth: Achieve personal sales targets by cultivating a robust sales pipeline and expanding your book of business.

6 years of experience in retail banking or a similar industry.
Proven track record of maintaining and growing a book of business.
Strong knowledge of financial planning, estate planning, and complex mortgage products.
PFSA, FP1 Accreditation is required.
Post-secondary degree/diploma in finance, business administration, or a related field or relevant work experience.
A resume only goes so far in expressing who you are and the unique perspectives you bring.

Embrace new technologies and serve as a digital and omnichannel champion.
Educate clients on digital tools and promote their adoption.
Champion Digital Fluency: Embrace new technologies and serve as a digital and omnichannel champion.

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:

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