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Added 5 mins ago
GP
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Vancouver, BC
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 5 mins ago
V
Registered Nurse (RN) - Med/Surg - General Surgery
VitalHires
Sechelt, BC
- Part-time
…evaluating care within an interdisciplinary team. Acts as a client advocate, teaches families about health promotion, and maintains clinical competence according to professional…
Added 5 mins ago
AI
Now Hiring: Client Advisor / Account Coordinator
AdEasy Inc.
Winnipeg, MB
- Full-time
Being an AdEasy Client Advisor means being responsible for developing sales and managing client accounts. Experience in client relationship management, a drive to find new opportunities for…
Added 1 hour ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Kelowna, BC
- Full-time
…will serve as a recognized technical authority and strategic advisor, leading some of the most complex and high-profile mining projects across Western Canada and beyond. You will provide…
Added 1 hour ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
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Added 2 hours ago
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Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…professionals who work together to provide holistic and comprehensive services to best serve client needs. This team will be based in Surrey and support specific clients living in the…
Added 2 hours ago
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Manager, National Tax Services
MNP
Ottawa, ON
- Full-time
Make an impact with our National Tax Services Group as a Manager. This diverse team of professionals provides best-in-class industry and technical expertise to internally drive the success…
Added 3 hours ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Rouyn-Noranda, QC
- Full-time
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Blainville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
Bank Financial (NBF) means acting as a trusted advisor to high-net-worth
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
Required skills: Brand Ambassadorship, Client Education, Client Engagement, Client-focused, Digital literacy, Driving Results, Empathy, Finance, Funding, Information Analysis, Insurance,…
Added 3 hours ago
AF
Personal Banking Advisor - Calgary Marda Loop
ATB Financial
Calgary, AB
- Full-time
Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
Added 4 hours ago
TI
Insurance Advisor - Bravo Insurance
The InsureBC Group
Vancouver, BC
- Full-time
We are seeking a motivated and customer-focused Insurance Advisor with a Level 1 or 2 General Insurance license to join our team in Vancouver, BC.
Added 4 hours ago
T
Senior Manager, Audit Stakeholder Communications (900)
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Toronto, ON
- Full-time
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Senior Group Manager, Audit - Cybersecurity (ATH 1099)
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Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 4 hours ago
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PIA Client Service Associate
TD
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- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 4 hours ago
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Data Architect, Technology Data Management
TD
Toronto, ON
- Full-time
Define relationships among applications, infrastructure assets, cloud services, technology products, capabilities, risks, controls, and business services.
Added 4 hours ago
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PIA Client Service Associate
TD
Regina, SK
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 4 hours ago
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Senior Consultant, Launch and Commercialization
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Mississauga, ON · Montreal, QC
- Full-time
Client Relationship Management: Build and maintain strong relationships with clients, acting as a trusted advisor and ensuring high levels of client satisfaction.
Added 4 hours ago
C
Sr. Team Leader, Wealth Client Services
CIBC
Toronto, ON
- Full-time
Working in close partnership with the Manager of Private Banking Operations, the Senior Leader, Wealth Client Services ensures that the ongoing operation of the Private Wealth Management…
Added 5 hours ago
T
Governance & Control Intern/Co-op (Winter 2027)
TD
Montreal, QC
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…management activities to promote organizational, operational, and client service excellence for identified business units within TD Insurance. The Governance and Control function is the…
Added 5 hours ago
GP
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
AB · Edmonton, AB
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 5 hours ago
C
Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 5 hours ago
C
Financial Advisor - CIRO-MFD
CIBC
Flin Flon, MB
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 5 hours ago
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Financial Associate CIBC Wood Gundy
CIBC
Toronto, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…

ATB Financial

Personal Banking Advisor - Calgary Marda Loop

Calgary, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 2, 2026
Experience: 3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
Posting language: English
Posted: Oct 3, 2026

Original job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

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.

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 Relationships: Cultivate strong client relationships through consistent communication, follow-ups, and proactive outreach. Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections.
Drive Sales with Expertise: Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes registered and non-registered investments, credit cards, and complex credit/lending products like mortgages and HELOCs.
Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
Champion Digital Innovation: Be a subject matter expert in ATB’s digital and omnichannel adoption, promoting digital tools and educating clients on their use. Embrace new technologies to enhance efficiency and the client experience.
Be a Community Ambassador: Demonstrate cultural sensitivity and self-awareness, investing in community involvement and representing ATB in the market.
Act with Integrity: Ensure data privacy and security, and optimize risk and compliance management by adhering to regulatory requirements.
Achieve Success: Achieve personal sales targets and goals, building a strong sales pipeline to contribute to the success of the branch, market, and overall business

Skills, Experience & Requirements

Who You Are:

You forge meaningful connections with clients, personalize your understanding of their needs, and offer thoughtful guidance to build their financial confidence. You thrive in collaborative environments, embrace new technologies, and are committed to continuous learning. You possess strong sales skills and approach complex problems with curiosity and a focus on the client experience.

What You Bring

3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
Relevant experience in the retail banking industry or a similar field.
Possession of the CSI Personal Financial Services Advice (PFSA) is considered a valuable asset.
Appropriate home financing experience and qualification, including a strong background in residential mortgage origination and lending processes.
A comprehensive understanding of a diverse range of lending products, including but not limited to: various types of loans (i.e. personal), credit card offerings, and other lending solutions. This experience encompasses familiarity with product features, eligibility criteria, and the lifecycle of these financial instruments.
Post-secondary degree/diploma in finance, business administration, or relevant work experience.

Ready to reimagine possibilities and make a difference? Join ATB Financial and help our clients thrive!

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role - but you might not check all the boxes - we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed - their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

Apply About employer

More about this job

Responsibilities

Advise personal and business banking clients, particularly high-net-worth clients, on suitable investment, savings, credit, and lending solutions while building lasting relationships and meeting sales targets. Promote digital banking tools, collaborate with internal partners on complex needs, represent ATB in the community, and uphold privacy, security, and regulatory requirements.

Requirements

Applicants should have 3–5 years of sales pipeline and client experience, preferably in retail banking or a related field, along with residential mortgage origination and broad lending product knowledge. A post-secondary degree or diploma in finance, business administration, or equivalent relevant experience is requested; the CSI Personal Financial Services Advice credential is an asset.

Skills

Financial Needs Assessment
Personal Banking
Sales Pipeline Development
Investment Products
Residential Mortgage Lending
Credit and Lending Products
Risk Assessment
Regulatory Compliance
Digital Banking Adoption
Client Communication
Critical Thinking
Cross-Functional Collaboration
Community Engagement
Data Privacy and Security
Sales Target Achievement

Visa sponsorship

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Keywords

Personal Banking
High-Net-Worth Clients
Financial Advice
Sales Pipeline
Registered Investments
Non-Registered Investments
Credit Cards
Mortgages
Home Equity Lines of Credit
Residential Mortgage Origination
Lending Products
Personal Loans
Risk Appetite
Digital Banking
Omnichannel Banking
Regulatory Compliance
Data Privacy
Information Security
CSI Personal Financial Services Advice
Retail Banking
Business Banking
Community Engagement

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