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Added 7 mins ago
Personal Banking Associate
TD
Ottawa, ON · Orleans, ON
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 mins ago
Operations Manager
Carrier
Coquitlam, BC
$110,500 to $160,500 CAD / year
Full-time
As our Operations Manager, you will take full ownership of high-impact branch operations, leading multi-disciplinary teams across complex, high-growth environments where safety, efficiency,…
Added 53 mins ago
ISE Operations and Project Coordinator
GeoSpectrum Technologies, Inc
Port Coquitlam, BC
Full-time
…ensures smooth day-to-day office operations, effective project administration, and strong coordination between finance, operations, and cross-functional teams. This is an exciting…
Added 1 hour ago
Trust Administrator
Royal Bank of Canada
Vancouver, BC
Full-time
…support to our valued clients in respect to all aspects of estate administration. You will effectively administer estate accounts and assist with client queries while maintaining high…
Added 3 hours ago
Regional Administrative Manager
National Bank of Canada
Calgary, AB
Full-time
Lead the development, coaching, and performance management of Associates, Branch Administrators, and other support employees across the region.• Manage recruitment, workforce planning,…
Added 4 hours ago
Clinical Placement Coordinator
Government of Yukon
Whitehorse, YT
Part-time
…programming. The Interprofessional Practice and Chief Nursing Officer branch’s work focuses on professional practice standards, clinical education and policy, and system level efficiencies.…
Added 6 hours ago
Parts Technician
SGI
Saskatoon, SK
Full-time
…General Ledger accounts (e.g., daily sales reports, month-end branch sales and expenses) and compliance to divisional policies. Discrepancies and deviations are investigated and reported to…
Added 6 hours ago
Licensed Sales Assistant (evergreen)
Raymond James
Vancouver, BC
Full-time
The primary role of the Licensed Sales Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The…
Added 6 hours ago
Licensed Sales Assistant (Evergreen)
Raymond James
Toronto, ON
Full-time
The primary role of the Licensed Sales Assistant is to support a team of financial advisors and the Branch Manager (BM) by ensuring the office is managed efficiently and effectively. The…
Added 7 hours ago
Director, Incentive Programs
Fairstone Bank
London, ON
Full-time
The Director, Incentive Programs is a senior leader responsible for the strategy, design, reporting, and administration of all variable compensation and incentive programs across the…
Added 7 hours ago
Customer Experience Associate
TD
Oakville, ON
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 hours ago
Customer Experience Associate
TD
Winnipeg, MB
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 hours ago
Customer Experience Associate
TD
Canmore, AB
Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 7 hours ago
PIA Client Service Associate
TD
Victoria, BC
Full-time
…assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer…
Added 9 hours ago
Library Assistant
Region of Waterloo
Wilmot, ON
Ability to travel to other branch libraries, library headquarters, administration headquarters, and other community locations.
Added 9 hours ago
Library Assistant
Region of Waterloo
North Dumfries, ON
Ability to travel to other branch libraries, library headquarters, administration headquarters, and other community locations.
Added 9 hours ago
Rent Supplement Agent
CityofOttawa
Ottawa, ON
You are responsible for the administration of tenant files at various stages of rent supplement program delivery by collecting information and confirming or determining the eligibility of…
Added 10 hours ago
Personal Banking Advisor - Calgary 6th Avenue
ATB
Calgary, AB
Full-time
This role is based out of Calgary 6th Avenue Branch, but on occasion may be required to travel to neighboring branches based on business requirements
Added 11 hours ago
Software Developer – CRM – Senior - RQ11661
S M Software Solutions Inc
Toronto, ON
Internship
The Ontario Ministry of Environment, Conservation and Parks (MECP) Species at Risk Branch (SARB) is responsible for the administration and issuance of Registrations under the new Species…
Added 11 hours ago
Software Developer – CRM – Senior - RQ11661
S M Software Solutions Inc
Toronto, ON
Internship
The Ontario Ministry of Environment, Conservation and Parks (MECP) Species at Risk Branch (SARB) is responsible for the administration and issuance of Registrations under the new Species…
Added 11 hours ago
Software Developer – CRM – Senior - RQ11660
S M Software Solutions Inc
Toronto, ON
Internship
The Ontario Ministry of Environment, Conservation and Parks (MECP) Species at Risk Branch (SARB) is responsible for the administration and issuance of Registrations under the new Species…
Added 11 hours ago
Software Developer – CRM – Senior - RQ11661
S M Software Solutions Inc
Toronto, ON
Internship
The Ontario Ministry of Environment, Conservation and Parks (MECP) Species at Risk Branch (SARB) is responsible for the administration and issuance of Registrations under the new Species…
Added 11 hours ago
Software Developer – CRM – Senior - RQ11660
S M Software Solutions Inc
Toronto, ON
Internship
The Ontario Ministry of Environment, Conservation and Parks (MECP) Species at Risk Branch (SARB) is responsible for the administration and issuance of Registrations under the new Species…
Added 11 hours ago
Software Developer – CRM – Senior - RQ11660
S M Software Solutions Inc
Toronto, ON
Internship
The Ontario Ministry of Environment, Conservation and Parks (MECP) Species at Risk Branch (SARB) is responsible for the administration and issuance of Registrations under the new Species…
Added 11 hours ago
Branch Manager
goeasy Ltd.
Lethbridge, AB
Full-time
Create a vision and objective, leading your team to hit your branch, portfolio goals and capitalize on financial cross-sales and add-on products.

ATB

Personal Banking Advisor - Calgary 6th Avenue

Calgary, AB, Canada

Job type: Full-time
Experience: 3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
Posting language: English
Posted: Sep 28, 2026

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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).

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.

Additional Information

This role is based out of Calgary 6th Avenue Branch, but on occasion may be required to travel to neighboring branches based on business requirements

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.

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More about this job

Responsibilities

Provide customized financial guidance and solutions to high-net-worth clients while managing a sales pipeline for lending and investment products. Act as a trusted partner by building lasting relationships and promoting digital tools to enhance the client experience.

Requirements

Requires 3-5 years of experience in retail banking or a similar field with a strong background in mortgage origination and lending. A post-secondary degree or diploma in finance or business administration is expected.

Skills

Personal banking
Financial advisory
Sales pipeline management
Relationship management
Lending products
Mortgage origination
Investment advice
Client experience
Digital innovation
Risk management
Compliance
Critical thinking
Communication
Business development
Financial planning

Benefits

Flexible programs
Inclusive environment
Learning and development
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Financial Advisor
Retail Banking
Mortgages
HELOC
Investments
Sales Pipeline
Lending
Credit Cards
Financial Well-being
Client Relations
Digital Adoption
Compliance
Risk Management
CSI Personal Financial Services Advice
PFSA
Business Administration
Finance
Omnichannel
Data Privacy

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