Personal Banking Advisor - Red Deer Capstone Advisory Hub

About the Role

Elevate Your Career as a Personal Banking Advisor at ATB Financial. At ATB Financial, we’re more than just a bank; we’re a catalyst for financial well‑being and a partner in realizing Albertans’ aspirations. We’re seeking a dynamic Personal Banking Advisor to join our team and make a meaningful impact on the lives of our clients, especially those with higher net worth.

Additional Information: This role is based out of the Red Deer Capstone Advisory Hub branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

As ATB’s next Personal Banking Advisor, you will:

• Be a Trusted Financial Partner: Offer customized guidance and solutions tailored to the specific financial situations of high‑net‑worth clients. Proactively interact with these clients to ascertain their financial objectives and risk appetite, and identify situations requiring escalation due to complexity.
• Build Lasting Rela...