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Added 56 mins ago
Technical Inside Sales Specialist
Nanometrics Inc
Ottawa, ON
Identify and escalate complex technical, operational, or deployment issues to the wider Operations and Solutions engineering teams, acting as the client's internal advocate.
Added 2 hours ago
M
Bilingual Financial Education Specialist
Manulife
Montreal, QC
- Full-time
Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed
Added 5 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 5 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 5 hours ago
R
Financial Advisor - Greater Toronto Region
RBC
Aurora, ON · Brampton, ON · Markham, ON · Mississauga, ON · Newmarket, ON · Richmond Hill, ON · Toronto, ON · Vaughan, ON
- Full-time
Demonstrated ability to build trust and maintain long-term client relationships
Added 6 hours ago
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Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Vancouver, BC
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
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WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Kelowna, BC
- Full-time
…will serve as a recognized technical authority and strategic advisor, leading some of the most complex and high-profile mining projects across Western Canada and beyond. You will provide…
Added 8 hours ago
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Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Senior Managers support both high-value and high-risk advisor offices through onsite visits and partners closely with the Regional Field Supervision Officer and Line 2 Compliance to ensure…
Added 9 hours ago
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Senior Financial Planning Advisor
National Bank of Canada
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Bank Financial (NBF) means acting as a trusted advisor to high-net-worth
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Personal Banking Advisor - Calgary Marda Loop
ATB Financial
Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 10 hours ago
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Insurance Advisor - Bravo Insurance
The InsureBC Group
Vancouver, BC
- Full-time
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Added 10 hours ago
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Senior Group Manager, Audit - Cybersecurity (ATH 1099)
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- Full-time
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Senior Consultant, Launch and Commercialization
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Added 11 hours ago
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Governance & Control Intern/Co-op (Winter 2027)
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Montreal, QC
- Full-time
…management activities to promote organizational, operational, and client service excellence for identified business units within TD Insurance. The Governance and Control function is the…
Added 11 hours ago
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Représentant(e) des ventes et du développement des affaires
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Added 12 hours ago
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Calgary, AB · AB · Vancouver, BC · Halifax, NS · Toronto, ON · Montreal, QC · Quebec, QC
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Client Advisor
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Added 14 hours ago
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Senior ERP Functional Consultant
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Toronto, ON
- Internship
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Added 14 hours ago
MF
Business Development Manager
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…advisors navigate market conditions, regulatory shifts (e.g., Client Focused Reforms), and the growing complexity of client…
Added 14 hours ago
MF
Business Development Manager
Mackenzie Financial Corporation
Vancouver, BC
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…advisors navigate market conditions, regulatory shifts (e.g., Client Focused Reforms), and the growing complexity of client…
Added 14 hours ago
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Business Development Manager (Asian Services)
Mackenzie Financial Corporation
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ATB

Personal Banking Advisor - Calgary West Springs

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Additional Information

This role requires Saturday shifts on a rotating basis
This role is based out of the Calgary West Springs branch, but on occasion may be required to travel to neighbouring branches.

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. Build and maintain strong client relationships while promoting digital tools and ensuring regulatory compliance.

Requirements

Requires 3-5 years of experience in retail banking or a similar field with a focus on sales and client experience. A post-secondary degree or diploma in finance or business is required, along with expertise in residential mortgage lending.

Skills

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

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
Mortgage Lending
HELOC
Investments
Sales Pipeline
CSI Personal Financial Services Advice
PFSA
Digital Adoption
Regulatory Compliance
Risk Management
Financial Well-being
Business Development
Credit Products
Customer Experience
Financial Planning

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