Found Description
Shape financial success as ATB's EFS Business Advisor in Calgary. You'll manage a clientele of Mass Affluent Clients, providing expert insights and support tailored to their needs.
Located at the Calgary Marda Loop branch, this role involves managing complex client relationships and driving financial engagement. Your leadership in approach will influence not just business outcomes but also enhance the services offered in Everyday Financial Services. You will utilize your strong analytical abilities to translate needs into solutions while guiding clients in using self-service banking options.
Key Responsibilities:
• Manage client portfolios effectively with a focus on growth
• Demonstrate knowledge of financial markets and competition
• Facilitate access to essential banking tools and platforms
• Identify clients' strengths and potential opportunities
• Foster community engagement programs to boost ATB's image
Requirements:
• Degree in finance or related field...
Located at the Calgary Marda Loop branch, this role involves managing complex client relationships and driving financial engagement. Your leadership in approach will influence not just business outcomes but also enhance the services offered in Everyday Financial Services. You will utilize your strong analytical abilities to translate needs into solutions while guiding clients in using self-service banking options.
Key Responsibilities:
• Manage client portfolios effectively with a focus on growth
• Demonstrate knowledge of financial markets and competition
• Facilitate access to essential banking tools and platforms
• Identify clients' strengths and potential opportunities
• Foster community engagement programs to boost ATB's image
Requirements:
• Degree in finance or related field...
Ready to Apply?
Submit your application for EFS Business Advisor in Calgary at ATB Financial
Apply Now