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Added 10 mins ago
GL
Financial Service Representative
goeasy Ltd.
Mississauga, ON
- Full-time
Demonstrate compassion and empathy for our customers by understanding their situation and needs and matching them to a suitable financial product.
Added 10 mins ago
K
Maintenance Mechanic / Millwright (Night Shift)
Knoll
Toronto, ON
- Full-time
…machinery necessary for the consistent on-time creation of product that meets all quality standards, satisfies customers, while completing all activities with a high regard for the safety…
Added 10 mins ago
AS
Data Scientist, ADE Analytics
Amazon Science
Vancouver, BC
- Full-time
As a Data Scientist on our team, you'll work with complex data, develop statistical methodologies, and provide critical product insights that shape how we build and optimize our solutions.…
Added 10 mins ago
CC
St. Paul - Temporary Contract Merchandiser
Coca-Cola Canada Bottling Limited
AB · Blackfoot, AB
- Part-time
Maintain and replenish products in store racks, shelves, displays, and coolers by transporting product between backroom/storage room to front-of-store with manual equipment (pallet jack,…
Added 10 mins ago
AI
Commercial Insurance Marketer
Allen Insurance Group
Waterloo, ON
- Full-time
Added 10 mins ago
FT
Territory Manager - North Alberta
Fast Tire Co
AB · Edmonton, AB
- Full-time
Analyze product needs and negotiate appropriate contracts with potential customers.
Added 10 mins ago
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Intermediate Software Engineer
AltaML
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
Exposure to agentic workflows or GenAI product development.
Added 10 mins ago
BE
Engineer- New Product Development
Bhoruka Extrusions (A YKK AP Company) Pvt Ltd
Field, BC
- Full-time
Experience in Designing new products, product improvements and product
Added 24 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Adapt quickly to new platforms and translate vendor/product concepts into internal support practices
Added 24 mins ago
T
Strategic Industry Advisor - Lumber & Forest Products
Timberflows
Cambridge, ON
- Full-time
Product requirements, specifications, grades, and commercial considerations
Added 24 mins ago
RL
Seasonal Brand Ambassador
Ralph Lauren
Halton Hills, ON
- Part-time
Participates in individual company trainings included but not limited to compliance, product, process, talent development and company initiatives.
Added 24 mins ago
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Keyholder (Part time) - Reitmans
RCL - Reitmans Canada Ltd/Ltée
AB · Edmonton, AB
- Part-time
Use product knowledge and current promotions to drive add-on sales and support store performance.
Added 25 mins ago
Market Support Volunteer
Catholic Social Services
Edmonton, AB
Help with food and product preparation of items to be sold at The Market
Added 55 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Kamloops, BC
- Full-time
Added 55 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Williams Lake, BC
- Full-time
Added 55 mins ago
WC
(CAN) Overnight Lead Department Manager
Walmart Canada
Kamloops, BC
- Full-time
Added 55 mins ago
MH
Senior Mortgage Specialist
Multi-Prets Hypotheques (Mortgage)
Montreal, QC
- Full-time
Added 55 mins ago
C
Temporary Sales Support Associate
Coach
Richmond, BC
- Part-time
…floor. Accurate and effective work, supporting the flow of product from the moment of receipt through the point of sale is essential to this…
Added 55 mins ago
C
Temporary Sales Support Associate
Coach
Burlington, ON
- Part-time
…floor. Accurate and effective work, supporting the flow of product from the moment of receipt through the point of sale is essential to this…
Added 55 mins ago
PC
Temporary Sales Associate - Part-Time
PVH Corp.
Vaughan, ON
- Part-time
…HILFIGER and TOMMY JEANS, complemented by a range of licensed product categories that extend the brand lifestyle across generations, geographies, activities and occasions. Tommy Hilfiger’s…
Added 1 hour ago
FC
Banking Specialist, Not-For-Profit & Emerging Brands
FirstOntario Credit Union
Hamilton, ON
- Full-time
Cross-sell and integrate FirstOntario's full product suite - including deposit products, lending, cash management, wealth management, and retail banking - ensuring members are…
Added 1 hour ago
TL
Jacksons Landing Line Cook
The Landing Restaurant Group
Burlington, ON
- Full-time
…The Landing Group is excited to showcase a truly fantastic product and…
Added 1 hour ago
Warehouse Technician
PSC Group
Toronto, ON
We are a leader in product handling and site logistics for refineries, chemical producers, and marine transportation providers.
Added 1 hour ago
S
Beauty Advisor - Flex
sephora.com
Toronto, ON
- $18.2 to $21.4 CAD / hour
- Full-time
…things beauty. Through personalized consultations and expert product recommendations, you'll play a meaningful role in clients' confidence journeys. You're a beauty pioneer who embraces…
Added 1 hour ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Calgary, AB
- $17.5 to $20.6 CAD / hour
…journey at the Beauty Studio & beyond. It’s not just about the product, but about making a client's day through teaching, inspiring, and playing, together. Best of all, you’ll love working…

ATB

Personal Banking Advisor - Calgary Marda Loop

Calgary, AB, Canada

Full-time

Apply About employer

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Job details

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: Oct 2, 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).

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

The Personal Banking Advisor will provide customized financial guidance to high-net-worth clients while managing a sales pipeline of investment and lending products. They will also act as a community ambassador and champion digital innovation to enhance the overall client experience.

Requirements

Candidates must have 3-5 years of experience in sales and retail banking, with a strong background in residential mortgage origination and lending. A post-secondary degree in finance or business is required, and the CSI Personal Financial Services Advice (PFSA) designation is considered a valuable asset.

Skills

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

Benefits

Flexible work programs
Inclusive work environment
Learning and development opportunities
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

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

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