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Added 41 mins ago
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Mobile Road Advisor, Auto Insurance
Waypoint
New Westminster, BC
- $40,000 to $52,000 CAD / year
- Full-time
Navacord is seeking a highly motivated Mobile Road Advisor to join our client-focused team. In this role, you will play a crucial part in servicing client insurance needs through in-person…
Added 41 mins ago
LH
Manager, Legal Services and General Counsel
London Health Sciences Centre (LHSC)
London, ON
- Full-time
…Health Sciences Centre (LHSC). This role will act as a trusted advisor, offering expert legal counsel and representation on complex claims, litigation risks, regulatory matters, and…
Added 1 hour ago
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Personal Banking Advisor - Camrose
ATB
Camrose, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 2 hours ago
R
IAM Advisor
Raise
Vancouver, BC
- Full-time
The IAM Advisor in this role will support daily operational approvals for IAM-related ServiceNow tickets, act as a Subject Matter Expert (SME) for Entra ID and Active Directory project…
Added 2 hours ago
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Client Solutions Manager
Gallagher
Calgary, AB
- Temporary
Develop strong client relationships and act as a trusted advisor regarding coverage and risk management needs.
Added 3 hours ago
OH
Lead, Performance, Accountability & Funding Allocation
Ontario Health | Santé Ontario
Mississauga, ON
- Full-time
…Funding Allocation – Central Region, you will serve as a trusted advisor and primary contact for assigned Health Service Providers (HSPs), overseeing Service Accountability Agreements,…
Added 5 hours ago
HR Operations & Payroll Specialist
Klassen Group
Abbotsford, BC
…Columbia, Washington and Oregon. You’ll also be our Rippling expert and keep us compliant with employment standards, workers’ compensation and recordkeeping rules. You’ll report directly to…
Added 8 hours ago
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ANALYST, BUSINESS INSIGHTS AND ANALYTICS
BDC
Montreal, QC
- Full-time
Act as a strategic advisor to COO leadership and cross-functional partners to support alignment and collaboration.
Added 11 hours ago
P
System Configuration Specialist / Spécialiste en configuration de systèmes (CS004)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Act as a technical subject matter expert and advisor for critical systems.
Added 12 hours ago
FC
Team Manager Insurance Operations
Fidelity Canada
Mississauga, ON
- Full-time
…support sustainable growth while delivering an exceptional advisor and client…
Added 13 hours ago
Executive Director, Campus Safety Services
Georgian College
ON
…College offers rewarding employment opportunities in academics, administration, research, and more. We take pride in working alongside a dynamic team of student-focused educators, dedicated…
Added 13 hours ago
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Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 14 hours ago
Pharmacist, Drug Information
Sinai Health
Toronto, ON
…Information at Mount Sinai Hospital, you will serve as a trusted advisor to clinicians and care teams, providing expert drug information that supports safe, evidence-based medication…
Added 1 day ago
OH
Lead, Performance, Accountability & Funding Allocation
Ontario Health
Barrie, ON · Brampton, ON · Mississauga, ON
- Full-time
…Funding Allocation – Central Region, you will serve as a trusted advisor and primary contact for assigned Health Service Providers (HSPs), overseeing Service Accountability Agreements,…
Added 1 day ago
D
Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 1 day ago
ED
Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
Position: Senior Advisor, IT Financial Management
Added 1 day ago
ED
Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Ottawa, ON
- $96,557 to $128,743 CAD / year
- Full-time
Position: Senior Advisor, IT Financial Management
Added 1 day ago
DP
Talent Acquisition Specialist, Ontario Wood Products
Domtar Products
Thunder Bay, ON
- $65,000 to $78,000 CAD / year
Reporting to the Regional Human Resources team, you will serve as a trusted recruitment advisor and talent acquisition expert, helping our operations build strong, capable, and engaged…
Added 1 day ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
DUCA is looking for a Wealth Advisor to join our growing team!
Added 1 day ago
Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty Utilities
Oakville, ON
The SAP Functional Lead serves as Liberty's SAP business process expert and trusted advisor, providing functional expertise and operational support across SAP-enabled business processes.…
Added 1 day ago
P
System Configuration Specialist / Spécialiste en configuration de systèmes (CS003)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Act as a technical subject matter expert and advisor for critical systems.
Added 1 day ago
C
Senior Customer Engineer, Digital Native - Vancouver BC
Cloudflare
BC · British Columbia, Canada
- Full-time
The Customer Engineer (CE) is the core driver of our technical go-to-market strategy: a trusted technical advisor and primary architect of the customer journey. You will bridge the gap…
Added 1 day ago
CI
Senior Advisor, Economic Resilience
Cuso International
Ottawa, ON
- Full-time
The Senior Advisor, Economic Resilience provides high-level technical leadership and strategic direction to design and implement programs that strengthen economic resilience, livelihoods,…
Added 1 day ago
Director of Human Resource Advisory Services
Treasury Board Secretariat
St. John's, NL
…and a commitment to organizational excellence. As a trusted advisor to senior leadership, the Director helps shape workforce strategies and solutions that support organizational objectives…
Added 1 day ago
HR
Civic Addressing Coordinator
Halifax Regional Municipality
Halifax, NS
- Full-time
Reporting to the Principal Planner of Planning Information Services, this position is responsible for the administration of HRM’s Civic Addressing and Asset Naming Programs, with a focus on…

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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