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Added 1 hour ago
ME
Seasonal Store Advisor
Mountain Equipment Company
Calgary, AB
- Temporary
As a Seasonal Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 1 hour ago
ME
Seasonal Store Advisor
Mountain Equipment Company
Kelowna, BC
- $19.35 to $20.2 CAD / hour
- Temporary
As a Seasonal Store Advisor, you’ll make MEC a great place to visit. You’ll give exceptional member service by matching people with gear that suits their needs, and you’ll share your…
Added 1 hour ago
C
Vice President Human Resources
Confidential
Toronto, ON
- $250,000 to $330,000 CAD / year
- Full-time
…sit on the executive leadership team, and act as a trusted advisor to senior leaders and the…
Added 1 hour ago
HR
Specialist, Designated Beauty Advisor (DBA) - Creed
Holt Renfrew
Mississauga, ON
- Full-time
…health & dental benefits, tuition assistance, and continuous learning and…
Added 3 hours ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
Career goals are typically set with the individual’s career advisor throughout each year. These annual plans ensure that you’re staying on track for what will make your future bright.…
Added 3 hours ago
S
Beauty Advisor - Flex
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 3 hours ago
P
EHS Safety Advisor
Petroplan
Calgary, AB
- Contract
Experience promoting a culture that encourages reporting, learning, and continuous improvement.
Added 3 hours ago
PE
Account Coordinator
PheedLoop Events
Toronto, ON
- Full-time
Build strong client relationships and act as a trusted advisor.
Added 3 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 4 hours ago
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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 4 hours ago
S
Paid Services Beauty Advisor - Part Time
Sephora
Calgary, AB
- $17.5 to $20.6 CAD / hour
- Part-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 4 hours ago
YR
Secondary Long Term Occasional (LTO) 66.67% Family Studies (2 sections of HFN2O1)
York Region District School Board
Maple, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 4 hours ago
TO
Employer Services Consultant
The Open Door Group
Medicine Hat, AB
- $32.83 to $38.3 CAD / hour
- Full-time
This is an opportunity to work directly with employers as a trusted workforce advisor, helping them navigate recruitment challenges, strengthen retention, build inclusive workplaces, and…
Added 5 hours ago
NB
Banking advisor
National Bank of Canada
Lavaltrie, 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 5 hours ago
Technical Inside Sales Specialist
Nanometrics Inc
Ottawa, ON
Act as a trusted advisor to sales managers to support conversations with prospective buyers, understanding their unique technical pain points and accurately map our products to their specs.
Added 7 hours 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 8 hours ago
SC
Funeral Director/Embalmer
Service Corporation International
MB
- Full-time
Transitions Arrangement Conference to Funeral Services Counselor/Advisor to present cemetery property and merchandise options, pricing, and contract completion. In absence of an FSA/FSC,…
Added 8 hours ago
SC
Funeral Director/Embalmer
Service Corporation International
Wolseley, SK
- Full-time
Transitions Arrangement Conference to Funeral Services Counselor/Advisor to present cemetery property and merchandise options, pricing, and contract completion. In absence of an FSA/FSC,…
Added 8 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
Joliette, QC
- Full-time
Stakeholder leadership & partnership Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 8 hours ago
VS
Secondary Counsellor (Continuing Full-Time with Benefits)
Vancouver School Board
Vancouver, BC
- Full-time
With deep gratitude and respect, we are honoured to be learning and unlearning on the ancestral and unceded lands of the xʷməθkʷəy̓əm (Musqueam), Sḵwxwú7mesh Úxwumixw (Squamish Nation) and…
Added 9 hours ago
AA
Consultant
Alpha Agency
Toronto, ON
- Full-time
…alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK,…
Added 9 hours ago
S
Services Lead, Stores - Full Time
Sephora
ON · Markham, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 9 hours ago
W
Technical Sales Representative - Power Generation
Wajax
Moncton, NB
- Full-time
…partnering relationships, and establishing Wajax as a trusted…
Added 9 hours ago
M
Manager, National Tax Services
MNP
Mississauga, ON
- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax services, the development and coordination of key training…
Added 9 hours ago
CF
Regional Vice President, Wealth
CI Financial
Toronto, ON
- Full-time
The Regional Vice President, Wealth Advisory is responsible for leading and supporting a portfolio of advisor practices within an assigned territory. Working closely with the President, CI…

ATB Financial

Personal Banking Advisor - Calgary Marda Loop

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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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