Personal Banking Advisor - Calgary, Edmonton, and Surrounding Areas
Edmonton, AB +12ATB
3+ ansCandidates need 3 to 5 years of sales and client experience, ideally in retail banking, plus mortgage origination and lending knowledge. A post-secondary diploma or degree in finance or business, or equivalent experience, is needed, and the CSI Personal Financial Services Advice (PFSA) credential is an asset.
Communication skills, Sales, Critical thinking, Sales targets, Financial products
Senior Wealth Advisor
Fort McMurray, ABATB
5+ ansCandidates need 5 to 7+ years of sales and client experience in financial services, ideally wealth management, and must be able to register as an RR with CIRO right away. They also need an undergraduate degree or equivalent experience, strong communication skills and an established network of centres of influence.
virtual communication tools
Service Advisor, Contact Centre
Calgary, ABATB
1+ ansCandidates need 1 to 2 years of customer service experience in a professional setting and a basic understanding of Canadian banking. They must communicate clearly, troubleshoot multiple systems, and stay calm under pressure.
Banking systems
Credit Realization Manager
Calgary, ABATB
Candidates need a forensic, analytical mindset with strong credit underwriting and financial statement skills. Knowledge of business credit, security agreements and contract law is needed, and experience with distressed accounts and insolvency or collection procedures is an asset. Strong negotiation, communication and self-direction skills are required.
Customer relationship management, Financial statements, Negotiation, Customer service, Collaboration, Client relationship management
Everyday Banking Advisor - Lloydminster
Lloydminster, ABATB
2+ ansCandidates need 2-4 years of experience building client relationships and 1-3 years in retail banking or a similar field. A post-secondary diploma or degree in finance, business administration or relevant work experience is needed, and lending product experience is an asset.
Relationship building, Sales, Regulatory compliance