Business Advisor - Calgary
Role Overview
The Business Advisor manages a portfolio of Mass Affluent clients within Everyday Financial Services.
The role builds, increases, and retains valued business while providing specialized financial guidance.
The position is based in Calgary with flexibility to travel to locations and branches across the Calgary area.
Key Skills for This Role
Full Job Posting
About ATB
ATB describes its purpose as supporting clients, team members, and communities.
The organization emphasizes impact, collaboration, flexibility, learning, and development.
About the Role
The Business Advisor manages a portfolio of Mass Affluent clients within Everyday Financial Services.
The role builds, increases, and retains valued business while providing specialized financial guidance.
The position is based in Calgary with flexibility to travel to locations and branches across the Calgary area.
Accountabilities
- Provide advice based on finance, business management, market, competitor, and value-chain knowledge.
- Influence processes and issues that support the Everyday Financial Services strategy.
- Connect clients with self-service options, digital platforms, products, services, and partners.
- Translate business targets and metrics into actionable activities and routines.
- Identify business strengths and opportunities to determine partnership potential with ATB.
- Lead community programs and initiatives that improve ATB’s presence and reputation.
- Apply risk management policies and procedures.
- Fulfill everyday banking needs by connecting customers with appropriate products and services.
- Integrate best practices into strategic plans and daily routines.
- Set clear priorities and realistic timeframes while honoring commitments.
Skills, Experience and Requirements
- Exceptional customer service and professional relationship-building skills are required.
- Strong analytical, problem-solving, and data-driven decision-making skills are required.
- Adaptable verbal, written, and digital communication skills are required.
- Strong attention to detail and follow-through skills are required.
- Expert knowledge of banking practices and regulations is required.
Accreditation
- A post-secondary degree or diploma in finance, business administration, or a related field is required.
- Three to five years of retail and business banking experience is required.
- Five or more years of relevant experience and/or a related-field certification is desirable.
Culture and Inclusion
- ATB describes a flexible and inclusive workplace committed to helping team members succeed.
- The organization states its commitment to Truth and Reconciliation and Indigenous relations.
Hiring Process
- Shortlisted candidates will be contacted after the posting closes.
- Candidates may request accommodations during the hiring process.
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