Jobs in Canada

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Managing Director, Investment Fund Finance
ATB
Toronto, ON · Edmonton, AB · Calgary, AB
- Full-time
…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…
Added 9 mins ago
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Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
…relationships, and acquiring new clients through proactive business development, active community leadership, and close collaboration with internal partners. This position requires…
Added 9 mins ago
A
Personal Banking Advisor - Lethbridge Paramount
ATB
Lethbridge, AB
- Full-time
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…
Added 9 mins ago
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Operations Lead - Full Time
sephora.com
Oakville, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…individual, and any additional non-discriminatory, legitimate business factors relevant to the position and/or…
Added 9 mins ago
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Operations Lead - Full Time
sephora.com
Winnipeg, MB
- $20.8 to $24.45 CAD / hour
- Full-time
…individual, and any additional non-discriminatory, legitimate business factors relevant to the position and/or…
Added 9 mins ago
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Client Experience and Services Manager, Stores
sephora.com
Thunder Bay, ON
- Full-time
You are entrepreneurial at heart and have a history of generating business or executing events that create a meaningful connection with your community and/or clients.
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Administrative Assistant I
Worley
Vancouver, BC
- Full-time
Coordinate travel logistics and manage business expense processing for the engineering team and associated project accounts.
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Associate Technical Consultant, Geotechnical Engineer
Worley
Oakville, ON · Markham, ON · Vancouver, BC · Calgary, AB
- Full-time
Worley Consulting, the specialist consulting business of Worley, provides technical and advisory solutions across the energy, resources and infrastructure sectors. We deliver safe,…
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Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Remote, Canada
- Full-time
- Remote
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Procurement Operations Coordinator
Ericsson
Ottawa, ON
- Full-time
Diploma or undergraduate degree in business, finance, supply chain, operations, commerce, or a related field
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Test manager
Ericsson
Ottawa, ON
- Full-time
Added 9 mins ago
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Site Finance Leader
Eaton Corporation
Toronto, ON
- Full-time
…skills, experience, and qualifications, as well as market and business…
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Recruiter
Vale
Canada
- Full-time
…technologies. And at Vale Base Metals, we are transforming our business to provide a secure and responsible supply of these…
Added 24 mins ago
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Activision 2027 Summer Internshps - Game Engineering (Vancouver)
Game Companies
Vancouver, BC
- Volunteer
…Hawk’s™ Pro Skater™, and Guitar Hero®. As a leading worldwide developer, publisher and distributor of interactive entertainment and products, our “press start” is simple: delight hundreds…
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Bilingual Sales Rep (French – English) (B2B Account Management)
Hays
Mississauga, ON
- $60,000 to $80,000 CAD / year
- Full-time
…Mississauga – Brampton, ON area. This role is focused on building new business through proactive prospecting, high-volume outreach, and consultative sales activity. This requires 3 days a…
Added 24 mins ago
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Supervisor, Office of the President and Social Media
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Montreal, QC
- Full-time
Manages time effectively so as to ensure various deadlines and business objectives are met.
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Sales Co-worker II
IKEA
Ottawa, ON
- Part-time
…planet, reaching millions of customers. At the heart of our business, are our wonderful co-workers representing diversity in all dimen¬sions and passionate for life at home. We all…
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Assistant Store Manager
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Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Adaptability: Adapt to changes required by the business.
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Associate Manager - Community Team (Assassin's Creed)
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Montreal, QC
- Full-time
Manage team resources, workload, staffing allocations, and resources to support business objectives of the portfolio.
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Real Estate Appraiser
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Montreal, QC
- Full-time
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our…
Added 24 mins ago
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Youth Experience Coordinator (Calgary)
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Calgary, AB
- $22 CAD / hour
- Internship
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Added 24 mins ago
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Principal Full Stack Developer (AI Product)
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Toronto, ON
- Temporary
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Added 38 mins ago
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Surgical Day Care Aide, CARE Program - BC Women’s Hospital & Health Centre
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Vancouver, BC
- Full-time
Added 38 mins ago
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Senior Research Operations Specialist | Spécialiste des opérations de recherche sénior·e
Game Companies
Montreal, QC
- Full-time
…UK–North & South). Our day to day revolves around two core business focuses: Services and Original Games. Our Services team collaborates with gaming and entertainment giants like Disney,…
Added 38 mins ago
CA
Communications Specialist, Claims
Co-operators Assurance et services financiers
Toronto, ON
- Full-time
Work Model: Hybrid (2 days in office)

ATB

Personal Banking Advisor - Lethbridge Paramount

Lethbridge, AB, Canada

Full-time

Apply on careers.atb.com 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: Nov 12, 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 is based out of the Lethbridge Paramount 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 on careers.atb.com About employer

More about this job

Responsibilities

The Personal Banking Advisor will provide customized financial guidance to high-net-worth clients while managing a sales pipeline for retail and business products. They are also responsible for championing digital innovation and maintaining high standards of risk and compliance management.

Requirements

Candidates must have 3-5 years of experience in sales pipeline conversion and retail banking, along with a post-secondary degree in finance or business. Proficiency in residential mortgage lending and a strong background in financial product lifecycle management are essential.

Skills

Financial advisory
Relationship management
Sales pipeline management
Mortgage origination
Lending products
Investment advice
Digital innovation
Critical thinking
Client experience
Risk management
Compliance
Data privacy
Business development
Communication
Cultural sensitivity

Benefits

Flexible programs
Inclusive programs
Learning and development

Visa sponsorship

Not detected in the job text

Keywords

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

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Work requirements

Jobs in Canada