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Added 53 mins ago
H
Insurance Advisor
Howden
Winchester, ON
- Full-time
Added 2 hours ago
NR
Finance Education & Communication Advisor
Niagara Region
ON · Niagara, ON
- Full-time
Job Title : Finance Education & Communication Advisor
Added 3 hours ago
ID
Senior Vice President (SVP) – Client Partner
Intellect Design Arena Ltd
Vancouver, BC
- $240,000 to $260,000 CAD / year
- Full-time
Executive Relationship Management: Serve as a trusted advisor to CXO stakeholders, identifying strategic digital transformation priorities and positioning relevant solution offerings.
Added 5 hours ago
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Building Science Engineer
BPA
Montreal, QC
- Full-time
Provide recommendations regarding material and product selection (membranes, insulation systems, façade assemblies, etc.) with consideration for durability, sustainability, and energy…
Added 6 hours ago
C
Mortgage Solutions Advisor, Remote - Bilingual
CIBC
Montreal, QC
- Full-time
As a Mortgage Solutions Advisor you will play a pivotal role in enhancing our customer portfolio through reactive engagement in both inbound and outbound mortgage sales inquiries. Your…
Added 6 hours ago
C
Executive Director, Global Markets Trading & Financing - Business Management
CIBC
Toronto, ON
- Full-time
…Resource Management (FRM) businesses. You will act as a strategic advisor to business leadership and as the principal liaison between the front office and partners across CIBC to ensure…
Added 8 hours ago
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Senior Solutions Architect
Jobgether
Canada
- Full-time
Partner with Account Executives to develop account strategies, plan and execute customer engagements, communicate the product value proposition, and establish trusted advisor relationships.
Added 19 hours ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
We are looking to fill an opening for a Senior Product Manager to join Aviso's Product Management team and help shape the future of investing for Canadians through a best-in-class wealth…
Added 20 hours ago
VC
Senior Business Advisor, Data and Analytics
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Full-time
Come work as an Senior Business Advisor, Data and Analytics with Vancouver Coastal Health (VCH)!
Added 1 day ago
CS
Client Advisor, Vancouver - Maison Margiela
CALZATURIFICIO STEPHEN S.R.L.
Vancouver, BC
- Full-time
The Client Advisor serves as the primary point of contact for clients, providing exceptional service, guidance, and solutions tailored to their needs. The role involves driving sales,…
Added 1 day ago
CB
Sales Associate - CosmoProf Store # 07376
CosmoProf Beauty
Brampton, ON
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 1 day ago
GF
Representative, District Sales (Windsor)
Gordon Food Service
Windsor, ON
- Full-time
Consultative Sales: Serve as a food service advisor, providing system design guidance and GFS value-added solutions.
Added 1 day ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time
…commercial accounts with a primary focus on serving as a trusted advisor to key stakeholders, unlocking new project revenue within existing accounts, and building a growing book of business…
Added 1 day ago
Business Developer (FX Financial Solutions)
Ebury
Toronto, ON
Becoming an FX Expert (Client Portfolio Manager): Excel at building client relationships and providing financial advice to manage key client portfolios as a trusted advisor.
Added 1 day ago
BC
Moncler Sales Support Advisor (Holt Renfrew Bloor)
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Part-time
Working across both front of house (FOH) and back of house (BOH), the Sales Support Advisor supports Client Advisors, Operations, Visual Merchandising, and store leadership throughout the…
Added 1 day ago
BC
Miu Miu Client Advisor Toronto Bloor St.Holt Renfrew
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Contribute to ensure a high level of security and is attentive to prevent product thefts.
Added 1 day ago
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HSE Specialist II
Worley
Edmonton, AB
- Full-time
The HSE Advisor facilitates the safe performance of work. The aim of this role is to utilize professional judgement in assessing risk, reviewing risk and work practices, and determining the…
Added 1 day ago
HR
Beauty Advisor - Aesop
Holt Renfrew
Toronto, ON
- Part-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 1 day ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
…service experiences, lead experience feedback collection for product pilots and inform future state experience…
Added 1 day ago
Member Advisor (Orchard Plaza Branch)
First West
Kelowna, BC
We are currently seeking a Member Advisor to join our team in Kelowna. The Orchard Plaza branch is open to support our members Monday through Saturday.
Added 2 days ago
M
Seasonal Store Advisor
MEC
North Vancouver, BC
- $19.35 to $20.2 CAD / hour
- Temporary
…new things and plan new adventures – and as a Seasonal Store Advisor, you’ll be there to help make it all…
Added 2 days ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
Stay current on Toyota product updates, technical service bulletins (TSBs), training & certification requirements, and industry trends.
Added 2 days ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
Added 2 days ago
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Director, Purchasing NA
CGT
Cambridge, ON
- $120,000 to $150,000 CAD / year
- Full-time
…objectives. Serve as the subject matter expert and professional advisor to CGT Management on all aspects of the organization’s Purchasing…
Added 2 days ago
Account Executive, Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Sudbury, ON · Sault Ste. Marie, ON
…maintaining and growing a book of business and acting as an advisor to foster valued relationships with our commercial clients. Are you a results-driven person who also loves providing…

ATB

Personal Banking Advisor - Grande Prairie Westview

Grande Prairie, 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 19, 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.

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 requires Saturday shifts on a rotating basis
This role is required to work at both Grande Prairie Westview and GP Northview branches. The team member will be required to provide their own transportation to both locations.
This role is based out of the Grande Prairie Westview 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 Aboriginal 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

Provide customized financial guidance and lending solutions to high-net-worth clients while managing a sales pipeline. Build and maintain strong client relationships while promoting digital tools and ensuring regulatory compliance.

Requirements

Requires 3-5 years of experience in retail banking or a similar sales-focused financial role. A post-secondary degree or diploma in finance or business is required, and CSI Personal Financial Services Advice certification is considered an asset.

Skills

Financial advisory
Sales pipeline management
Relationship management
Lending products
Mortgage origination
Investment advice
Critical thinking
Digital innovation
Customer service
Risk management
Compliance
Data privacy
Business development
Financial planning
Communication

Benefits

Flexible programs
Learning and development
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking Advisor
Financial Services
Retail Banking
Sales Pipeline
Mortgages
HELOC
Investments
Lending
CSI Personal Financial Services Advice
PFSA
Financial Well-being
Digital Adoption
Omnichannel
Compliance
Risk Management
Client Experience
Business Development
Relationship Management
Financial Planning
Credit Cards
Data Privacy
Community Ambassador
Finance
Business Administration

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