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Added 3 hours ago
CC
Retail Shift Leader
Canna Cabana
Saskatoon, SK
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 4 hours ago
M
AVP, AI
Manulife
Toronto, ON
- Full-time
…build and scale Classical AI, Generative AI, and Agentic AI solutions – all while meeting enterprise standards for security, governance, model risk, and responsible…
Added 4 hours ago
PT
Forklift Operator
Performance Team
Cambridge, ON
- Full-time
…and resilience into the supply chain process. Our integrated solutions allow us to be prepared for supply chain risks, so we can plan distribution to better achieve lead time and goals…
Added 5 hours ago
CS
Bilingual Banking IT Project Manager
Cynet Systems
Montreal, QC
- $64 to $69 CAD / hour
- Contract
Ability to delve into complicated situations, sort information, and propose solutions or next steps.
Added 5 hours ago
CC
Retail Shift Leader
Canna Cabana
Cranbrook, BC
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 5 hours ago
GE
Executive Housekeeper
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Ensure the safety of employees by controlling the use of cleaning solutions
Added 6 hours ago
C
Senior Mobile Solutions Lead
Cognizant
Toronto, ON
- $60,000 to $95,000 CAD / year
- Full-time
We are seeking an experienced 6-10 years of experience Senior Mobile Solutions Lead to drive the design and development of mobile and backend solutions supporting the Life & Annuities…
Added 7 hours ago
B
Systems Analyst II
BGIS
Markham, ON
- Full-time
The System Analyst II will lead the management and maintenance of key data center and network infrastructure to ensure successful realization of operational targets. As someone who has…
Added 7 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
…investment products and services to Canadians seeking customized solutions to their wealth management…
Added 7 hours ago
CC
Retail Shift Leader
Canna Cabana
Calgary, AB · Vista Heights, Calgary, AB
- Part-time
Assist in the delivery of key personnel management when on shift and resolve any customer service issues as and when needed
Added 8 hours ago
Retail Experience Lead
Fire & Flower Inc.
Burlington, ON
The Retail Experience Lead maintains store appearance and product presentation to company standards and acts as a knowledge resource for team members. Duties include but are not limited to…
Added 9 hours ago
Director, Offensive Security
Varicent
Toronto, ON
We're looking for a hands-on Director of Offensive Security to lead and evolve our offensive security program across applications, cloud environments, enterprise systems, and AI-enabled…
Added 9 hours ago
SS
Client Service and Operations Specialist - Security Services
Securiguard Services Ltd.
Ottawa, ON
- Full-time
At Securiguard, we create a sense of security and trust. Our security and safety solutions are complemented by exceptional customer service. We are dedicated to supporting our employees,…
Added 9 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 10 hours ago
M
Cybersecurity Architect
Manulife
Toronto, ON
- Full-time
Design enterprise solutions that incorporate appropriate security controls and risk-mitigation strategies across modern and legacy technology environments.
Added 10 hours ago
HT
Designer, Development (Electrical)
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 11 hours ago
BH
Specialist Engineer - Electrical
BC Hydro
Burnaby, BC
- Temporary
Act as the engineering lead in resolving field non-conformances, RFIs, deficiencies, design issues and commissioning challenges by bringing together design engineers, construction teams,…
Added 11 hours ago
ML
Manager, Social Impact
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
…Foods & Executive Director of the Maple Leaf Centre for Food Security, the Manager, Social Impact is part of a small dynamic team that collaborates with thought leaders to drive structural…
Added 11 hours ago
Senior OT Control Systems - Engineering Specialist
Mariner
Saint John, NB
Lead the design, implementation, and enhancement of OT and industrial control system solutions to support operational and business objectives.
Added 11 hours ago
Solutions Architect - Onsite
Mariner
Halifax, NS
Mariner innovates always and everywhere, turning novel ideas into practical solutions. From products and services to venture creation, we build better futures powered by people.Our purpose…
Added 12 hours ago
ML
Industrial Mechanic Millwright (433A)
Maple Leaf Foods Inc
Burlington, ON
- Full-time
Machine, fabricate, modify, and fit mechanical components as required to support customer and internal projects.
Added 13 hours ago
OT
Principal Systems Architect (Copilot Architect)
Open Text Corporation
Mississauga, ON · Richmond Hill, ON · Waterloo, ON
- Other
As a Principal IT Systems Architect focused on AI solutions, you will be a recognized internal expert responsible for the architecture, development, and deployment direction of sustainable…
Added 14 hours ago
A
Client Service Representative - Calgary North Hill
ATB
Calgary, AB
- Full-time
…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…
Added 14 hours ago
Client Service Representative - Calgary Chinook Centre (Part Time, 21.75 hrs/wk)
ATB
Calgary, AB
…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…
Added 14 hours ago
G
Gestionnaire marketing produit / Product Marketing Manager
Genetec
Montreal, QC
- Full-time
…aidons les clients à comprendre la valeur commerciale de nos solutions et donnons aux équipes commerciales et aux partenaires de distribution les moyens de valoriser cette valeur sur le…

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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