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Added 2 mins ago
UC
Specialist, International Programs & Emergenc
UNICEF Canada
Toronto, ON
- $62,000 to $71,500 CAD / year
- Contract
Lead the drafting of strategic donor reports for Development gifts under $1 million, tailoring content to suit technical and donor-friendly audiences.
Added 16 mins ago
UC
Specialist, International Programs & Emergenc
UNICEF Canada
Toronto, ON
- Contract
Lead the drafting of strategic donor reports for Development gifts under $1 million, tailoring content to suit technical and donor-friendly audiences.
Added 16 mins ago
K
Senior Director, Enterprise Platforms
Klick
Toronto, ON
- Full-time
…pharmaceutical platform engagements in collaboration with Sales and Account…
Added 16 mins ago
NF
Manager, Partnerships & Corporate Accounts (GTA)
Noble First Aid
Brampton, ON
- Full-time
Proactively prospect decision-makers: HR Directors, Health & Safety Managers, College Deans, Operations Leads, and Non-Profit Executive Directors across GTA.
Added 16 mins ago
C
Project Lead, Digital Development (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
Advise, guide and provide specialist expertise during the evaluation, planning or development of projects.
Added 16 mins ago
PC
Director, Digital Infrastructure
Phoenix Contact Canada
Milton, ON
- Full-time
Must have a valid driver’s license
Added 16 mins ago
FI
Business Development Manager
Fero International Inc.
Stoney Creek, NB
- Full-time
Advanced knowledge and proven experience in business development, sales, strategic account management, sales processes, and marketing principles in target markets.
Added 16 mins ago
P
Canada Chief Compliance Officer & MLRO
PayPal
Toronto, ON · CAN - Ontario - Toronto - Corp - University Ave
- Full-time
…using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain…
Added 16 mins ago
UKG Pro WFM Solution Leader- Senior Manager
EY
Toronto, ON
To qualify for the role, you must have:
Added 47 mins ago
B
SPECIALIST, DEFENCE SUPPLY CHAIN DATA & ANALYTICS
BDC
Montreal, QC
- Full-time
…Benefit Pension Plan, a $750 wellness and health care spending account, to name a…
Added 1 hour ago
Vice President Treaty
Munich Re
Toronto, ON
…insurance market. The role leads client management and business development strategies for HSB’s largest clients and prospects, aligning retention, cross-selling and new-business…
Added 1 hour ago
HT
Director, Global Marketing & Sales Enablement
Husky Technologies
Bolton, ON
- Full-time
Lead the development of executive-level content and strategic narratives for Top-to-Top (T2T) customer meetings, supporting senior leadership and strategic account engagement.
Added 1 hour ago
AF
Private Banking Advisor
ATB Financial
Lloydminster, SK
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 1 hour ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 hour ago
Sales Account Executive
Purolator
ON · Mississauga, ON
Apply account management and development efforts including, tracking customer account performance metric
Added 1 hour ago
R
Director, Newcomer Channel Strategy & Operations
RBC
Toronto, ON
- Full-time
Own and continuously evolve the end-to-end pre-arrival account open capability, ensuring a seamless accessible and differentiated experience for newcomers establishing their relationship…
Added 1 hour ago
H
Mid-Enterprise Account Executive, Toronto
Horizon3
Remote, Canada
- Full-time
- Remote
The Mid-Enterprise Account Executive is a key role responsible for driving sales growth and expanding the customer base in the cybersecurity technology sector. The focus is on acquiring new…
Added 1 hour ago
Senior Manager, Contract Management
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Ability to participate in inclusive employee-led networks to educate, inspire, amplify voices, build relationships and provide development opportunities;
Added 1 hour ago
PO
Digital Account Manager – Mississauga, ON
PATTISON Outdoor
Mississauga, ON
- Full-time
Hybrid work schedule (3 days in office, 2 days WFH)
Added 1 hour ago
LD
Client Partnership Manager
Loblaw Digital
Toronto, ON
- Full-time
Prospect: Prospect and penetrate organizations to drive alignment and influence executive and day-to-day contacts to execute against account plan
Added 1 hour ago
YI
Sr. Sales Development Representative
YuJa Inc.
Toronto, ON · North York, Ontario
- Full-time
As a Senior Sales Development Representative, you will build lasting relationships with clients, identify and create value, and drive revenue by prospecting new clients, while helping set…
Added 2 hours ago
Key Account Manager - Energy & Mining
Nors
Vernon, BC
Strategic account planning and executive engagement.
Added 2 hours ago
Key Account Manager - Infrastructure & Quarry
Nors
Vernon, BC
The Key Account Manager, Infrastructure & Quarry is responsible for developing and executing strategic account plans for major customers operating in civil construction, roadbuilding,…
Added 2 hours ago
E
Senior Account Executive
Equifax
Montreal, QC · CAN - Montreal
- Full-time
The Senior Account Executive holds overall responsibility for the relationship with our most important clients. They are truly the “face” of Equifax. This individual works with their…
Added 2 hours ago
Lead Consultant - Data Architecture & Engineering
GHD Group Pty Ltd
Toronto, ON
Lead proposal development, solution shaping, and commercial structuring for complex consulting engagements

ATB Financial

Private Banking Advisor

Lloydminster, SK, Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 12, 2026
Experience: 10+ years of progressive banking experience with proven depth in customized credit structuring.
Posting language: English
Posted: Nov 12, 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

The Private Banking Advisor delivers a high-touch, relationship-driven banking experience to high-net-worth and ultra-high-net-worth clients across Alberta. Working within an integrated advisory team that includes a Private Banking Associate, a Client Experience Specialist, and a Financing Specialist, this role serves as a trusted advisor to clients and their families, providing holistic financial guidance across banking, credit, investment, and wealth planning needs. The Private Banking Advisor is accountable for building and managing a portfolio of affluent clients, deepening existing relationships, and acquiring new clients through proactive business development, active community leadership, and close collaboration with internal partners. This position requires sophisticated financial acumen, credit structuring expertise, and the ability to coordinate bespoke solutions tailored to each client's unique financial architecture.

Accountabilities

Client Experience & Relationship Management
Foster a "Right-the-First-Time" mindset to achieve superior client experience results, exceeding high-quality service benchmarks to maximize client satisfaction and deliver a remarkable client experience.
Build personalized relationships with clients and directly contribute to the sustainable growth, retention, and strategic expansion of the private banking portfolio.
Develop and actively manage a dedicated portfolio of high-net-worth clients and their families.
Establish trusted advisory relationships through comprehensive discovery and a deep understanding of each client's financial objectives, family dynamics, and intergenerational wealth goals.
Deliver a personalized and proactive service model that embodies the highest standards of private banking.
Conduct regular, disciplined client reviews and strategic discussions to ensure financial solutions remain seamlessly aligned with evolving client needs.
Business Development & Portfolio Growth
Acquire new high-net-worth client relationships through professional networks, client referrals, targeted community involvement, and strategic partnerships across internal teams.
Expand share of wallet with existing clients by proactively identifying opportunities across lending, deposits, investments, and holistic wealth planning solutions.
Build and nurture robust relationships with key centres of influence, such as accountants, lawyers, and business advisors in the local market.
Maintain an active, visible presence in the regional business and professional community to enhance brand awareness and support client acquisition.
Integrated Wealth & Credit Solutions
Deliver integrated financial solutions encompassing complex credit structures, tailored investment strategies, liquidity planning, and estate and intergenerational wealth structures.
Collaborate closely with internal partners - including wealth advisors, portfolio managers, estate and trust specialists, and commercial banking teams - to execute seamless, end-to-end client strategies.
Structure and manage sophisticated credit facilities, including specialized lending arrangements secured by investment portfolios, commercial or residential real estate, and private corporate assets.
Provide strategic counsel on cash management, portfolio leverage techniques, and overall balance-sheet and net-worth optimization.
Risk Management, Compliance & Governance
Maintain strict adherence to credit policies, compliance regulations, and regulatory governance standards.
Ensure all client portfolios and transactions are administered in rigorous compliance with enterprise risk tolerances and internal audit frameworks.
Regularly monitor account performance, credit quality, and client portfolio activity to proactively identify and mitigate emerging risks.
Ensure meticulous documentation and record-keeping so that all client interactions and credit approvals meet operational standards
Collaboration, Teamwork & Leadership
Collaborate across wealth management, commercial banking, and retail banking divisions to deliver an effortless, unified client experience.
Share regional market intelligence and expertise regarding the high-net-worth landscape in Alberta to inform strategic business decisions.
Act as an engaged brand ambassador for ATB Private Banking within the community and across the enterprise.

Skills, Experience & Requirements

Core Competencies & Skills

HNW Relationship Management: Poised advisory presence with a proven ability to build trust with affluent clientele across business and executive social settings.
Credit Structuring: Solid background in financial statement analysis, risk assessment, and structuring bespoke commercial lending facilities.
Comprehensive Wealth Solutions: Strong command of investment vehicles, tax strategies, and estate planning to deliver integrated client solutions.
Business Development: Proven track record in prospecting, pipeline management, COI networking, and closing new business.
Collaborative Leadership: Demonstrated ability to rally cross-functional partners around client goals; supervisory or coaching experience is an asset.
Ethics & Governance: Uncompromising commitment to client confidentiality, regulatory compliance, and professional stewardship.

Experience

10+ years of progressive banking experience with proven depth in customized credit structuring.
Track record of managing, expanding, and retaining high-value client portfolios through proactive advisory.
Demonstrated success in direct origination, referral network generation, and pipeline conversion.

Qualifications & Requirements

Education: Bachelor’s degree in Business, Finance, Economics, or related discipline preferred.
Designations: CFP required (or obtained within 30 months of hire); CSC, PFP, or CIM considered an asset.
Professional Development: Commitment to ongoing industry learning, conferences, and certifications.

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 Indigenous 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 on LinkedIn About employer

More about this job

Responsibilities

Manage and grow a portfolio of high-net-worth clients by providing personalized banking, credit, investment, and wealth-planning advice, while acquiring new relationships through referrals, professional networks, and community involvement. Structure complex credit and integrated wealth solutions, coordinate with internal specialists, and maintain strong risk management, compliance, and client-service standards.

Requirements

Requires 10 or more years of progressive banking experience, including customized credit structuring and a record of growing and retaining high-value client portfolios. A bachelor’s degree in business, finance, economics, or a related discipline is preferred, and CFP certification is required or must be obtained within 30 months of hire; CSC, PFP, or CIM is an asset.

Skills

High-Net-Worth Relationship Management
Credit Structuring
Financial Statement Analysis
Risk Assessment
Investment Strategies
Tax Strategies
Estate Planning
Business Development
Prospecting
Pipeline Management
Referral Networking
Portfolio Management
Client Advisory
Regulatory Compliance
Cross-Functional Collaboration
Community Engagement

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
High-Net-Worth Clients
Ultra-High-Net-Worth Clients
Relationship Management
Credit Structuring
Commercial Lending
Financial Statement Analysis
Risk Assessment
Investment Strategies
Wealth Planning
Liquidity Planning
Estate Planning
Intergenerational Wealth
Portfolio Leverage
Cash Management
Balance-Sheet Optimization
Business Development
Portfolio Management
Referral Networks
Centres of Influence
Regulatory Compliance
Credit Policies
Risk Management
CFP
CSC
PFP
CIM

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Jobs in Canada