Job Description
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 build, increase and retain valued business based on targets, financial acumen and joining the leadership team to provide specialized insights into the business. 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. You manage complex retail & business deals and are able to translate information into easy-to-understand solutions for our clients. Additional information: This role is based out of Calgary Marda Loop branch, but on occasion may be required to travel to neighbouring branches or ATB corporate locations. Accountabilities
You demonstrate a broad knowledge of finance, business management, and the local and global marketplace, including competitors and key players in the value chain, which allows you...
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 excel at building your professional brand to create Centres of Influence (COI) that drive financial health throughout Everyday Financial Services (EFS) and the community. You manage complex retail & business deals and are able to translate information into easy-to-understand solutions for our clients. Additional information: This role is based out of Calgary Marda Loop branch, but on occasion may be required to travel to neighbouring branches or ATB corporate locations. Accountabilities
You demonstrate a broad knowledge of finance, business management, and the local and global marketplace, including competitors and key players in the value chain, which allows you...