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Added 28 mins ago
WF
Produce Team Member (Clerk, Floor Service) - Full Time
Whole Foods Market
Vancouver, BC
- Full-time
Ability to meet customer service expectations and standards in all interactions with customers, vendors, and Team Members.
Added 58 mins ago
WC
(CAN) Leader de nuit
Walmart Canada
Rouyn-Noranda, QC
- Full-time
…environment. In this role, you lead and support the overnight team by living Walmart’s values and ensuring shelves are stocked, displays are set, and the store is well‑presented for…
Added 58 mins ago
WC
(CAN) Leader d'équipe, mode
Walmart Canada
Saint-Constant, QC · St Constant, QC
- Full-time
…associates through teaching and training. Ensures a high level of customer service while ensuring task…
Added 1 hour ago
TD
Arborist Crew Leader
The Davey Tree Expert Company
Nisku, AB
- Full-time
As a Crew Leader you will lead a team to various job sites throughout the week, ensuring the job is done right, on time and safely. You will be a subject matter expert providing guidance to…
Added 1 hour ago
EI
Director of Engineering And Operations
Entegrus Inc
St. Thomas, ON
- Full-time
Vision: To be an industry leader in all we do.
Added 1 hour ago
TD
Arborist Crew Leader
The Davey Tree Expert Company
Calgary, AB
- Full-time
As a Crew Leader you will lead a team to various job sites throughout the week, ensuring the job is done right, on time and safely. You will be a subject matter expert providing guidance to…
Added 1 hour ago
FH
Night Auditor
Fairmont Hotels & Resorts
AB · Edmonton, AB
- $24.93 to $25.93 CAD / hour
- Full-time
…Condé Nast Traveler 2025 Readers’ Choice Awards. World-class service awaits our guest’s every need. Our dedicated team is delighted to assist with a variety of personalized services to…
Added 1 hour ago
HT
Engineering Team Leader (PET HR)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM a company with a strong foundation built on innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for…
Added 1 hour ago
HT
Financial Manager (CSM)
Husky Technologies
Bolton, ON
- Full-time
We are seeking an experienced Financial Leader that can work with various stakeholders within the Finance and Accounting function as well as our Customer Service organization. This…
Added 1 hour ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
The Finance Director serves as a strategic business partner to the Leadership Team in support of Husky’s Global Service Business and Customer Success Management strategy. This role provides…
Added 2 hours ago
MP
Accounts Receivable Manager
Miramar Property Management | Trivest Condominiums
Toronto, ON
- Full-time
…residential properties. Miramar is recognized as an industry leader, providing reliable services and long-term value to clients and communities. Team members join a professional,…
Added 2 hours ago
SH
Assistant Manager I
Sunglass Hut
Ottawa, ON
- Full-time
…We are a culture that wants to see you succeed, develop your customer expertise and care, and feel supported by people who embrace you. With us, you’ll bring warmth into the hearts and…
Added 2 hours ago
W
(CAN) Leader d'équipe, mode
Walmart
Saint-Constant, QC
- Full-time
…associates through teaching and training. Ensures a high level of customer service while ensuring task…
Added 2 hours ago
G
Gestionnaire adjoint/Unassigned Assistant Manager - Carrefour Laval
Gap
Laval, QC
- Full-time
…activement la marque auprès des clients et des employés. En tant que leader, vous jouez un rôle essentiel pour exécuter la stratégie du magasin, atteindre les objectifs de rendement et…
Added 3 hours ago
E1
English Teacher (ESL/TEFL) | Full-Time | Visa, Flights & Sponsored TEFL
English 1
Windsor, ON
- Full-time
Career changers from customer service, retail, hospitality, corporate training, communications, banking, IT, media or non-profit
Added 3 hours ago
G
Gestionnaire adjoint/Unassigned Assistant Manager - Carrefour Laval
Gap
Laval, QC
- Full-time
…activement la marque auprès des clients et des employés. En tant que leader, vous jouez un rôle essentiel pour exécuter la stratégie du magasin, atteindre les objectifs de rendement et…
Added 3 hours ago
W
(CAN) Leader de nuit
Walmart
Rouyn-Noranda, QC
- Full-time
…environment. In this role, you lead and support the overnight team by living Walmart’s values and ensuring shelves are stocked, displays are set, and the store is well‑presented for…
Added 3 hours ago
LC
Bakery InStore Assistant Department Manager Full Time Day
Loblaw Companies Limited
Oromocto, NB
- Full-time
Whether we are shopping for our weekly essentials, a big celebration or checking out the new products and deals our team members are there to give excellent customer service and memorable…
Added 3 hours ago
LC
Apparel Assistant Department Manager Full Time Day Greenlight Requisition
Loblaw Companies Limited
Merritt, BC
- Full-time
Whether we are shopping for our weekly essentials, a big celebration or checking out the new products and deals our team members are there to give excellent customer service and memorable…
Added 3 hours ago
LC
Apparel Assistant Department Manager Full Time Day
Loblaw Companies Limited
Oromocto, NB
- Full-time
Whether we are shopping for our weekly essentials, a big celebration or checking out the new products and deals our team members are there to give excellent customer service and memorable…
Added 3 hours ago
Assistant Manager I
EssilorLuxottica Group
Ottawa, ON
…We are a culture that wants to see you succeed, develop your customer expertise and care, and feel supported by people who embrace you. With us, you’ll bring warmth into the hearts and…
Added 3 hours ago
CI
Sales Associate
Carters Inc.
Niagara-on-the-Lake, ON
- Part-time
…most-purchased children’s clothing brand.* We’ve become an industry leader by providing quality - from the first Original Bodysuit® to the lasting careers we offer our team. We’ve kept our…
Added 4 hours ago
TU
One Year Management Placement / Internship - Winchester
targetjobs UK
Winchester, ON
- Volunteer
We’re Enterprise Mobility. A family-owned, global mobility leader with a $39 billion turnover, nearly 90,000 team members, and operations in 95 countries. Led by CEO Chrissy Taylor, the…
Added 4 hours ago
MM
Manager, Export Liner
MSC Mediterranean Shipping Company
Montreal, QC
- Full-time
Enhanced task complexity and accountability to customer. Enhanced autonomy in role, contributing significantly to team/organizational projects. Accountable for accuracy and efficiency in…
Added 6 hours ago
SC
Kitchen General Helper - Starbucks Team member (34444001)
Sodexo Canada Ltd
Vaughan, ON
- Part-time
The Team Member is responsible for providing excellent customer service, preparing food and beverages according to Tim Hortons and Sodexo standards, maintaining food safety standards, and…

ATB

Personal Banking Advisor - Camrose

Camrose, 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 29, 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.

Leadership is in our DNA at ATB, reflecting our commitment to developing world-class leaders who can truly thrive. Our Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. This is the place for purpose-driven individuals ready to deliver impactful leadership every day.

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 the Camrose 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 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 About employer

More about this job

Responsibilities

The Personal Banking Advisor will provide customized financial guidance to high-net-worth clients and manage a sales pipeline for retail and business products. They are also responsible for building lasting client relationships, promoting digital tools, and ensuring compliance with regulatory requirements.

Requirements

Candidates should have 3-5 years of experience in sales pipeline management and retail banking, along with a post-secondary degree in finance or business. Proficiency in residential mortgage origination and lending processes is required, while the CSI Personal Financial Services Advice (PFSA) certification is considered an asset.

Skills

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

Benefits

Learning and development
Performance enablement
Flexible programs
Inclusive programs

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Financial Advisor
Retail Banking
Mortgage Origination
Lending
Investments
Sales Pipeline
Digital Adoption
Compliance
Risk Management
CSI Personal Financial Services Advice
PFSA
HELOC
Financial Well-being
Business Administration
Finance
Omnichannel
Data Privacy
Customer Experience

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