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Jobs in Canada

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Added 45 mins ago
B
Senior Supplier Relationship Manager
BMO
Toronto, ON · BMOPLACE
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 1 hour ago
UH
Clinical Coordinator - Medical Solutions
University Health Network
Toronto, ON
- Full-time
…activities across multiple specialties and services. Leveraging expert clinical knowledge, critical thinking, and professional judgment, the Clinical Coordinator serves as a key liaison…
Added 1 hour ago
BC
Director, Safety, Security and Emergency Management
British Columbia Institute of Technology
Burnaby, BC
- $153,568 to $220,754 CAD / year
- Full-time
…healthy, and resilient campus community. Acts as a strategic advisor to the VP and the Senior Team on critical risk, compliance, and emergency management matters, and leads the development…
Added 1 hour ago
Sr. Policy Advisor
Government of Alberta
AB
The Senior Policy Advisor provides leadership and neutral, unbiased strategic advice on emerging issues and strategic initiatives. The position works across the department and within the…
Added 2 hours ago
EB
Director, Product Marketing, Reverse Mortgage
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
Act as the marketing subject matter expert for the Reverse Mortgage business across the organization.
Added 2 hours ago
JO
Outside Sales- Parts & Service- Refuse Equipment
Jetstream of Houston
Concord, ON
- Full-time
…the territory. This role will act as a champion and subject expert for our refuse products, and their activities will provide support to a diverse portfolio of existing and new refuse…
Added 3 hours ago
BI
Senior Credit Officer, Director - US Insurance
BMO Insurance
Toronto, ON
- Full-time
Serve as the subject matter expert for the U.S. Insurance sector, including Life, Annuity, Reinsurance, and Property & Casualty Insurance companies.
Added 3 hours ago
NG
Talent Acquisition Specialist
NFI Group Inc.
Remote, Canada
- Full-time
- Remote
Comfortable acting as a trusted advisor and subject matter expert, providing guidance on recruitment processes and workforce planning.
Added 4 hours ago
BC
Gestionnaire, Personnes et Culture/People and Culture Manager
Bird Construction
Montreal, QC
- Full-time
Act as the lead People & Culture advisor to Bird Heavy Civil leadership, aligning workforce strategies with short and long-term business plans.
Added 5 hours ago
A
Senior Financial Analyst
Agricorp
Guelph, ON
- Full-time
Support Finance business systems, including system administration functions, acting as a key subject matter expert and liaising with the technical team as required
Added 8 hours ago
NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their estate planning needs by…
Added 14 hours ago
UO
Intermediate Specialist, Academic Advising
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Added 14 hours ago
D
Senior Advisor, Business strategies
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 14 hours ago
Project Manager III, Water and Wastewater Treatment
Halton Region
37 -
Reporting to the Senior Project Advisor, Plant Capital and Engineering, this role is responsible for the delivery of water and wastewater treatment capital projects, ensuring engineering…
Added 1 day ago
SW
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
Act as the central relationship owner and trusted advisor for clients.
Added 1 day ago
A
Personal Banking Advisor - Calgary Marda Loop
ATB
Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 1 day ago
T
Senior Group Manager, Finance
TD
Toronto, ON
- Full-time
Act as the primary finance advisor to senior business and Finance executives on strategic, operational, and financial matters.
Added 2 days ago
BI
Senior Learning and Development Advisor
Behaviour Interactive
Montreal, QC
- Full-time
As a Senior Learning & Development Advisor, you will play a key role in our complete learning cycle. From organizing external conference subscriptions for employees, facilitating and…
Added 2 days ago
AC
Global Mobility Tax - Senior Manager
ACCA Careers
Calgary, AB
- Full-time
To learn more about what we do, tune in to our podcast On the Move to hear expert insights on issues affecting global mobility, and read about the latest news in the industry. You can also…
Added 2 days ago
AF
Personal Banking Advisor - Calgary Marda Loop
ATB Financial
Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 2 days ago
CM
Human Resources Business Partner
Canadian Mental Health Association Simcoe County
Barrie, ON
- Other
The HR Business Partner (HRBP), in accordance with the agency's policies, standards, and guidelines, provides trusted, expert operational HR support to people managers across CMHA Simcoe…
Added 2 days ago
E
Immigration Operations Advisor
Extendicare
Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
Reporting to the Senior Manager, Immigration Operations, the Immigration Operations Advisor serves as a strategic workforce planning advisor and subject matter expert in immigration…
Added 2 days ago
A
Personal Banking Advisor - Calgary West Springs
ATB
Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 2 days ago
FC
Human Resources Advisor
Foothills County
High River, AB
- Full-time
As a subject matter expert with a generalist background, the Human Resources Advisor will act as a trusted advisor to employees, supervisors, and management within the organization on a…
Added 2 days ago
A
Senior Personal Banking Advisor - Edmonton Unity Square
ATB
Edmonton, AB
- Full-time
Be a Trusted Advisor: Deepen client relationships by providing personalized financial planning and sophisticated solutions. You’ll be the go-to expert for complex needs, including estate…

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

Not detected in the job text

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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