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Added 9 mins ago
Communications Advisor
Desjardins
Rimouski, QC · Caisse Desjardins de Rimouski
Full-time
The communications advisor, supports and advises caisse managers in selecting, applying and implementing communications solutions, practices, programs and tools. More specifically, you will…
Added 54 mins ago
Account Manager- Kubota
Robert's Equipment
Chesley, ON
Full-time
…construction, and property sectors, and becoming a trusted advisor they rely…
Added 1 hour ago
Research Finance Administrator, Research Accounting
University of Calgary
Calgary, AB
Full-time
This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase 2.
Added 1 hour ago
Director, Canada Chief Compliance Officer
PayPal
Toronto, ON · CAN - Ontario - Toronto - Corp - University Ave
Full-time
…significant time influencing executive decisions. This role serves as advisor and counsel on regulatory matters, leading resolution of highly complex situations and developing strategies…
Added 1 hour ago
Financial Service Advisor
Sunshine Coast Financial
Sechelt, BC
Full-time
Reporting to branch leadership, the Financial Services Advisor (FSA) enriches member lives by offering sound advice, providing financial solutions and building long term relationships. This…
Added 1 hour ago
Wealth Advisor
ATB
Ponoka, AB
Full-time
As ATB's next Wealth Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of…
Added 1 hour ago
Personal Banking Advisor - Calgary 6th Avenue
ATB
Calgary, AB
Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 2 hours ago
Senior Advisor, Strategic Change and Transformation Engagement (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
Full-time
…practices and capabilities as well as nurture a transformation community of practice across CBC/Radio-Canada to share lessons learned and scale high-impact…
Added 2 hours ago
Services Manager, Stores
sephora.com
Hamilton, ON
Full-time
…outstanding customer experience make us the most-loved beauty community and top of mind for every Canadian. We find beauty in our communities, in our differences, our experiences, and in…
Added 2 hours ago
Enterprise Architect, Americas Markets & Industries Office of the CTO
Microsoft
Goodwood, ON
Full-time
As a trusted advisor, you will work closely with customer executives, architects, engineers, and Microsoft account teams to guide technology decisions, remove obstacles, and drive…
Added 3 hours ago
Commercial Insurance & Life Insurance Advisor
Corey Goebel Desjardins Insurance Agent
Stratford, ON
Full-time
…Perth County. We are looking to add a Commercial Insurance Advisor, with Life and Living Benefit production responsibilities. This is a field-based, relationship-driven role where you will…
Added 3 hours ago
Director, Finance
Cambridge Memorial Hospital
Cambridge, ON
Full-time
Cambridge Memorial Hospital (CMH) is more than a hospital: they are a cornerstone of a vibrant, rapidly growing community and an organization in transformation. Following a major…
Added 3 hours ago
Communications Advisor
The University of British Columbia
Vancouver, BC
$7,158.42 to $10,292.25 CAD / month
Full-time
The Communications Advisor coordinates and implements communication plans, initiatives, and activities in partnership with teams across the Finance and Operations (VPFO) portfolio,…
Added 3 hours ago
Revenue Performance Director
Dayforce
Canada
The Revenue Performance Director is a strategic performance advisor embedded within a North American sales segment, accountable for helping leadership identify where execution is…
Added 3 hours ago
Manager Plant Maintenance
Carleton University
Ottawa, ON
Other
…an interview will be requested to contact the Human Resource Advisor assigned to this competition as soon as possible to discuss any accommodation requirements. Arrangements will be made to…
Added 3 hours ago
Senior Advisor, Community Relations (Trois-Rivières)
VIA HFR - VIA TGF Inc
Canada
Are you looking to take on a challenging and high-impact role? We are seeking a Senior Advisor, Community Relations. This position, based in Trois-Rivières, requires travel within the…
Added 3 hours ago
Bilingual Commercial Credit Advisor, Commercial Credit Adjudication
RBC
Montreal, QC
Full-time
Added 3 hours ago
PIV_INS_BIL_Quebec
RBC
Côte-Saint-Luc, QC · Westmount, QC · Beaconsfield, QC · Kirkland, QC · Dollard-Des Ormeaux, QC · Mont-Royal, QC · Dorval, QC · Pointe-Claire, QC · La Prairie, QC · Montreal, QC · Saint-Bruno-de-Montarville, QC · Brossard, QC · Saint-Jérôme, QC · Beauharnois, QC · Salaberry-de-Valleyfield, QC · Vaudreuil-Dorion, QC · Mont-Saint-Hilaire, QC · Saint-Sauveur, QC · Terrebonne, QC · Rosemère, QC · Saint-Eustache, QC · Repentigny, QC · Laval, QC · Mascouche, QC · Chambly, QC · Saint-Hyacinthe, QC · Châteauguay, QC · Saint-Lambert, QC · Boucherville, QC · Candiac, QC · Blainville, QC · Varennes, QC · Beloeil, QC · Saint-Jean-sur-Richelieu, QC · Longueuil, QC · Saint-Constant, QC
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 3 hours ago
Banking Advisor
RBC
Regina, SK
Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 3 hours ago
Client Advisor Intern
RBC
Brantford, ON
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 3 hours ago
Associate
RBC
Burlington, ON
Full-time
Added 3 hours ago
Associate
RBC
Guelph, ON
Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 3 hours ago
PIV_INS_Non_BIL_Ontario
RBC
Mississauga, ON
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 3 hours ago
Insurance Advisor Home & Auto - Advice Centre
RBC
Mississauga, ON
Full-time
As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s…
Added 3 hours ago
Client Advisor Intern
RBC
Brantford, ON
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities

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.

Apply About employer

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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