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Added 5 mins ago
TI
Shipper/Receiver
Techtronic Industries Canada Inc. - TTI Canada
AB · Edmonton, AB
- Full-time
Are you ready to lead the way in shaping an empowering work environment with a global leader in power tools, accessories and hand tools? At TTI, we are known for our innovative products,…
Added 5 mins ago
T
Manager, Network Service Delivery
TD
London, ON · Mississauga, ON · Toronto, ON
- Full-time
The Manager, Network Service Delivery plays a critical leadership role in ensuring the reliability, security, and continuous evolution of the network services that enable TD's retail,…
Added 5 mins ago
Director, Client Relationships Western Canada
The Canada Life Assurance Company
Calgary, AB · Vancouver, BC · Winnipeg, MB
Acting as a senior leader and trusted partner, you will collaborate closely with Workplace Retirement & Savings partners and key stakeholders to strengthen client relationships, support…
Added 34 mins ago
NB
Senior Manager Commercial Credit Risk
National Bank of Canada
Montreal, QC
- Full-time
National Bank means acting as a leader and coach in the approval of commercial
Added 34 mins ago
LH
Program Manager, WSIB Programs, Ontario
Lifemark Health Group
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
Lifemark Health Group (LHG) is a market leader in customized healthcare solutions. With over 20 years of service excellence, LHG is one of the largest, most trusted, and most comprehensive…
Added 34 mins ago
HH
Saint John Registered Nurse Class A (RNCA) PCN 1254644
Horizon Health Network
Saint John, NB
- Part-time
Demonstrated understanding and commitment to choose in Language of Service required in the NB Heart Center.
Added 34 mins ago
NS
Charge Nurse
NHS Scotland
Grand Bay-Westfield, NB
- Full-time
…managing day to day work of the Nursing Team and will support Team Leader to ensure the delivery of safe, effective, person-centred services for people with severe and/or enduring mental…
Added 34 mins ago
RL
Seasonal Brand Ambassador
Ralph Lauren
Ottawa, ON
- Part-time
Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and…
Added 34 mins ago
SS
Director of Care
Sienna Senior Living
Ottawa, ON
- Full-time
…choices that enrich their daily health and well being. As a leader and part of a wider team, you will be a strong contributor to the culture of the home, where the focus is always on…
Added 34 mins ago
WC
(CAN) Leader d'équipe, produits frais
Walmart Canada
Montreal, QC
- Full-time
…through teaching and training. Ensure a high level of customer service while ensuring task…
Added 34 mins ago
OT
Kitchen - Closing and Late Night
One Therapy Network
AB · Edmonton, AB
- Full-time
Added 35 mins ago
HN
Production Associate
Hörmann North America
Canada
- $20.6 CAD / hour
- Full-time
Hörmann is a global leader in access solutions serving residential, commercial, and industrial markets. Our North American team is growing rapidly, and we are focused on building something…
Added 35 mins ago
ES
Opérateur(trice) - Centre d'opération à distance / Operator - Remote Operations Center
Equans Services Canada & US
Montreal, QC
- Full-time
The Equans group is a world leader in the energy and services industry. The Group operates in 20 countries, with 90,000 employees working on 5 continents. Equans is a Bouygues group company.
Added 35 mins ago
ES
Acheteur(euse) de catégorie - Montréal | Category Buyer - Montreal
Equans Services Canada & US
Montreal, QC
- Full-time
The Equans group is a world leader in the energy and services industry. The Group operates in 20 countries, with 90,000 employees working on 5 continents. Equans is a Bouygues group company.
Added 35 mins ago
O
Associate Production Support Specialist
OpenText
Waterloo, ON
- Full-time
OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will…
Added 35 mins ago
TT
Estimator
Trane Technologies
Ottawa, ON
- Full-time
Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the…
Added 35 mins ago
G
Senior Tax Lawyer - Practice Leader
gpac
Surrey, BC
- $162,400 to $203,000 CAD / year
- Full-time
A highly regarded, full-service British Columbia law firm is seeking an experienced Senior Tax Lawyer to lead and expand its Tax Group.
Added 35 mins ago
WC
(CAN) Gérant de rayon leader, marchandise générale
Walmart Canada
Sept-Îles, QC
- Full-time
…Fashion Assistant Manager and ensure a high level of customer service and while ensuring task…
Added 35 mins ago
JR
Applied Machine Learning Scientist
Jump! Recruiters
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client, Velan, is a global leader in the design and manufacture of industrial valves. Founded in Montreal, the company is recognized for the quality of its products, its technical…
Added 35 mins ago
DA
Mechanical Engineer
DART Aerospace
Kirkland, QC
- Full-time
DART Aerospace is a global leader in the design and manufacture of mission-critical equipment and certified solutions for the helicopter and aerospace industry.
Added 35 mins ago
LH
Manager, Legal Services and General Counsel
London Health Sciences Centre (LHSC)
London, ON
- Full-time
For 150 years, London Health Sciences Centre (LHSC) has been a leader in world-class care. As an acute tertiary and quaternary teaching hospital, LHSC provides leading-edge medical care to…
Added 35 mins ago
CG
Assistant Cafe Manager – Full-Time
Country Grocer
Nanaimo, BC
- Full-time
…and assisting customers with a smile. If you are a confident leader with a passion for coffee, breakfast, and most importantly people, we want to hear from…
Added 35 mins ago
SC
Underwriting Assistant (PL)
SPG Canada
Langley (District), BC · City of Langley, BC
- Full-time
…others hesitate to follow. Our vision is to be the undisputed leader in specialty insurance in Canada - the faster, more trusted, higher quality…
Added 35 mins ago
PI
Human Resource Manager-Critical Environments
Price Industries
Winnipeg, MB
- Full-time
…Price have never changed – business integrity, first-class service, innovation and a commitment to people. Our dependable quality, reliable delivery, and knowledgeable follow-up service…
Added 35 mins ago
TM
Wireless Sales Representative
The Mobile Shop
Cranbrook, BC
- Full-time
Hungry for learning and advancing your career with an industry leader.

ATB

Personal Banking Advisor - Camrose

Camrose, AB, Canada

Full-time

Apply About employer

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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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