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Added 31 mins ago
SD
Merchandiser, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Leduc, AB
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 2 hours ago
C
Amusement Host
Cineplex
Calgary, AB · Deerfoot The Rec Room
- Part-time
…Player, Front of House operates all major attractions and is an expert on gaming within the facility and can help answer and/or curate the gaming experience for both experienced and…
Added 3 hours ago
L
Manager, Asset Protection & Safety, Global Fulfillment | Brampton, Ontario
lululemon
Brampton, ON
- Full-time
…programs, and safety curriculum set for the network and providing expert guidance to site leaders. This role brings the network safety standards, programs, and curriculum to life on the…
Added 4 hours ago
SH
Sales Associate
Sunglass Hut
Ottawa, ON · Kanata, ON
- Full-time
A world leader in the specialty sunglass retail business with over 3,000 stores worldwide, we believe in the freedom of self-expression, inclusivity and authenticity, which is why we bring…
Added 4 hours ago
SH
Sales Associate
Sunglass Hut
Ottawa, ON
- Part-time
A world leader in the specialty sunglass retail business with over 3,000 stores worldwide, we believe in the freedom of self-expression, inclusivity and authenticity, which is why we bring…
Added 4 hours ago
SC
Starbucks Barista
Safeway Canada
Terrace, BC
- Full-time
…There you will have the opportunity to become a coffee and tea expert, and polish you customer service skills in a fast-paced, dynamic and friendly…
Added 5 hours ago
Starbucks Barista
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Terrace, BC
…There you will have the opportunity to become a coffee and tea expert, and polish you customer service skills in a fast-paced, dynamic and friendly…
Added 5 hours ago
HR
Beauty Advisor - Aesop
Holt Renfrew
Toronto, ON
- Part-time
Share expert level of product knowledge with entire store selling team
Added 6 hours ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Brampton, ON
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 6 hours ago
C
JR Part Time Amusement Host
Cineplex
Calgary, AB · Deerfoot The Rec Room
- Part-time
…Player, Front of House operates all major attractions and is an expert on gaming within the facility and can help answer and/or curate the gaming experience for both experienced and…
Added 6 hours ago
Sales Associate
EssilorLuxottica Group
Ottawa, ON
A world leader in the specialty sunglass retail business with over 3,000 stores worldwide, we believe in the freedom of self-expression, inclusivity and authenticity, which is why we bring…
Added 7 hours ago
Sales Associate
EssilorLuxottica Group
Ottawa, ON
A world leader in the specialty sunglass retail business with over 3,000 stores worldwide, we believe in the freedom of self-expression, inclusivity and authenticity, which is why we bring…
Added 8 hours ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Agir à titre d’expert dans les secteurs désignés des stocks de produits, de l’emplacement des produits et des dates de péremption.
Added 8 hours ago
NB
Retail Sales Associate (Seasonal)
New Balance
Toronto, ON
- Part-time
Retail Sale Associates ensure our retail stores operate smoothly and provide exemplary customer service. Educated with expert product knowledge, they utilize proper selling techniques to…
Added 8 hours ago
Customer Experience Associate - Courtenay BC (18.75hrs/week)
Scotiabank
Courtenay, BC
Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
Added 8 hours ago
Customer Experience Associate - Courtenay BC (18.75hrs/week)
Scotiabank
Courtenay, BC
Being a technology expert and sharing your knowledge by introducing clients to our mobile banking applications and assisting them to better manage their banking needs
Added 9 hours ago
SD
Merchandiser, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Winnipeg, MB
- Full-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 9 hours ago
BR
Seasonal Retail Sales Associate - New Westminster
Banana Republic
New Westminster, BC
- Part-time
…excellent customer service resulting in brand loyalty. You’re an expert in product and use your knowledge and experience to educate, inform, inspire and wardrobe the customer. Through…
Added 10 hours ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Shelburne, ON
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 10 hours ago
SD
Merchandiser, Hourly Part Time Evening
Shoppers Drug Mart
Bedford, NS
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 11 hours ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 11 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 11 hours ago
SD
Marchandiseur(seuse), rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Agir à titre d’expert dans les secteurs désignés des stocks de produits, de l’emplacement des produits et des dates de péremption.
Added 13 hours ago
HARDGOODS - Ski Boot Fitter
Sporting Life Group
Laval, QC
Maximise sales by offering expert recommendations on complementary products, such as insoles, socks, and ski accessories.
Added 15 hours ago
Retail Assistant Brand Manager, Sandro/Maje, (Holt Renfrew Ogilvy, Montreal)
SMCP NORTH AMERICA (US, CANADA)
Montreal, QC
2+ years of prior supervisory experience in a client-focused retail environment.

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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