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Added 26 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 57 mins ago
CL
Director, Client Relationships Eastern Canada
Canada Life
London, ON
- Full-time
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 57 mins ago
CL
Director, Client Relationships Eastern Canada
Canada Life
Halifax, NS
- Full-time
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 57 mins ago
CL
Director, Client Relationships Eastern Canada
Canada Life
Toronto, ON
- Full-time
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 57 mins ago
CL
Director, Client Relationships Western Canada
Canada Life
Calgary, AB
- Full-time
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 57 mins ago
UO
Exercise Physiologist, Physiology & Pharmacology
University of Calgary
Calgary, AB
- Full-time
The primary purpose is to support the Principal Investigator and the research team through the coordination and administration of the research program and related projects. This position…
Added 57 mins ago
CL
Director, Client Relationships Western Canada
Canada Life
Vancouver, BC
- Full-time
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 57 mins ago
CL
Director, Client Relationships Western Canada
Canada Life
Winnipeg, MB
- Full-time
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 1 hour ago
TO
Senior Advisor, WSIB & Return To Work
The Ottawa Hospital
Ottawa, ON
- Full-time
The Ottawa Hospital provides various Health and Wellness resources as well as opportunities for personal and professional development opportunities from our in-house Learning and Leadership…
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Langley (District), BC · City of Langley, BC
- $16 to $25.8 CAD / hour
- Part-time
Focus on own development and learning, complete all training as assigned for on-going development.
Added 1 hour ago
TO
Advisor 1, Payroll Services
The Ottawa Hospital
Ottawa, ON
- Full-time
The Ottawa Hospital provides various Health and Wellness resources as well as opportunities for personal and professional development opportunities from our in-house Learning and Leadership…
Added 1 hour ago
Director, Product Taxation
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 1 hour ago
Director, Client Relationships Eastern Canada
The Canada Life Assurance Company
Halifax, NS · London, ON · Toronto, ON
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 2 hours ago
S
Beauty Advisor - Part Time
sephora.com
Peterborough, ON
- $19.2 to $22.6 CAD / hour
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and recognition.The final pay…
Added 2 hours ago
Director, Client Relationships Western Canada
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC · Winnipeg, MB
Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
Added 2 hours ago
S
Beauty Advisor - Part Time
Sephora
Victoria, BC
- $19.85 to $24.8 CAD / hour
- Part-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 2 hours ago
DG
Junior Wealth Advisor - Conseiller en placement junior
Diligence Gestion de Patrimoine | Gestion de patrimoine Manuvie inc.
Montreal, QC
- $24,000 CAD / year
- Full-time
This is designed to be a stepping stone toward becoming an independent Wealth Advisor, with a potential progression timeline of approximately 1–2 years, depending on your performance and…
Added 2 hours ago
BT
Territory Sales Manager
Bumper to Bumper Canada
St. John's, NL
- Full-time
A passion for learning, growth, and taking initiative in a competitive market.
Added 3 hours ago
EJ
Canada Registered Branch Associate Trainee -Bedford, NS
Edward Jones
Bedford, NS
- Full-time
If you’re looking for a challenging and rewarding career, the Registered Branch Associate role at Edward Jones may be the right opportunity for you. Registered Branch Associates are…
Added 3 hours ago
NS
Scheduling Advisor - Staffing Office
Nova Scotia Health Authority
Halifax, NS
- Full-time
Demonstrated commitment to ongoing learning and professional development.
Added 3 hours ago
CG
Regional Operations Controller
Compass Group Canada
Mississauga, ON
- Full-time
Demonstrated leadership and influencing skills with the ability to get things done; be viewed as a trusted advisor of business leadership
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 3 hours ago
J
Senior Account Manager, Media
Jobgether
Canada
- Full-time
The Senior Account Manager, Media will manage and grow relationships with a portfolio of high-value brand, agency, and original equipment manufacturer (OEM) clients across specialized…
Added 4 hours ago
CL
Resident Advisor
Campus Living Centres
Kamloops, BC
- Full-time
The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence. The primary objective of the RA as…
Added 4 hours ago
A
Personal Banking Advisor - Camrose
ATB
Camrose, AB
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

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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