Jobs in Canada

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Added 12 mins ago
RB
Client Advisor
Royal Bank of Canada
Whitehorse, YT
- Full-time
Added 57 mins ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Following the expansion and full renovation of our south St. Vital office, we are seeking an experienced professional to work directly with our CEO and Senior Advisor.
Added 1 hour ago
A
Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
The Private Banking Advisor delivers a high-touch, relationship-driven banking experience to high-net-worth and ultra-high-net-worth clients across Alberta. Working within an integrated…
Added 1 hour ago
A
Personal Banking Advisor - Lethbridge Paramount
ATB
Lethbridge, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 1 hour ago
AC
Real Estate Appraiser
ACCA Careers
Montreal, QC
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll monitor markets and legislative changes to ensure that clients are utilizing all available programs and…
Added 2 hours ago
IW
Senior Administrative Assistant - Winnipeg, MB
IG Wealth Management
ON · Ontario, Canada
- Full-time
Must develop a strong working knowledge of Advisor Portal and be competent in running reports related to Wealth Advisor and region activity (i.e. Business Insights Dashboard reports, Client…
Added 2 hours ago
AC
Senior Manager, Assurance and Accounting
ACCA Careers
Dryden, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 hours ago
GC
Senior Manager, Financial Planning and Analysis – EA SPORTS, Catalyst Studios
Game Companies
Vancouver, BC
- Full-time
As a Senior Finance Manager, you will guide the Catalyst Studios Finance team supporting our NHL, UFC, and F1 franchises. Reporting to the Senior Director, FP&A - American Football /…
Added 2 hours ago
M
Senior Manager, Valuations
MNP
Vancouver, BC
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 2 hours ago
M
Manager, Valuations
MNP
Vancouver, BC
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 3 hours ago
CU
Graduate Awards, Finance and Planning Officer
Carleton University
Ottawa, ON
- Other
The incumbent must possess the following qualifications: · In addition, the incumbent must have a dedication to the highest level of client service and high expectation for quality
Added 3 hours ago
AC
Intermediate Auto Claims Advisor/Adjuster (Toronto, ON - Hybrid)
Aviva Canada
Toronto, ON
- Full-time
To meet our customer’s needs, you must be available to work on a rotating shift schedule during the hours of 8am to 6pm on Monday through Friday
Added 3 hours ago
AC
Intermediate Auto Claims Advisor/Adjuster (London, ON - Hybrid)
Aviva Canada
London, ON
- Full-time
To meet our customer’s needs, you must be available to work on a rotating shift schedule during the hours of 8am to 6pm on Monday through Friday
Added 3 hours ago
AC
Intermediate Auto Claims Advisor/Adjuster (Markham, ON - Hybrid)
Aviva Canada
Markham, ON
- Full-time
To meet our customer’s needs, you must be available to work on a rotating shift schedule during the hours of 8am to 6pm on Monday through Friday
Added 3 hours ago
P4
Director Sales, Asian Markets
Pier 4 Ltd.
Toronto, ON
- Full-time
Identify, engage, and cultivate new business opportunities within the financial advisor network to expand Pier 4's market presence.
Added 3 hours ago
AC
Intermediate Auto Claims Advisor/Adjuster (Oakville, ON - Hybrid)
Aviva Canada
Oakville, ON
- Full-time
To meet our customer’s needs, you must be available to work on a rotating shift schedule during the hours of 8am to 6pm on Monday through Friday
Added 3 hours ago
R
Client Advisor
RBC
Whitehorse, YT
- Full-time
Added 3 hours ago
AF
Personal Banking Advisor - Lethbridge Paramount
ATB Financial
Lethbridge, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 3 hours ago
LC
Business Relationship Manager - Sarnia
Libro Credit Union
Sarnia, ON
- Full-time
…comprehensive financial solutions. The BRM acts as a trusted advisor to local businesses and agricultural producers, addressing both their business and personal banking…
Added 3 hours ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
Reporting to the Director, Corporate Lending & Trade Finance Operations Change, the Operations Analyst III is a senior individual contributor within CLO Business Support (BST), providing…
Added 4 hours ago
RB
Coordinator, Digital Marketing
Royal Bank of Canada
Toronto, ON
- Full-time
As the Marketing Coordinator within the Wealth Marketing Canada (WMC) web team, you will be the go-to executor for advisor website requests across the country. This is a hands-on,…
Added 4 hours ago
AC
Co-op Accountant, Assurance and Accounting (January 2028)
ACCA Careers
Sarnia, ON
- Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 4 hours ago
B
Service Advisor
BCAA
Westbank, BC
- Full-time
We are currently hiring a Service Advisor based in our West Kelowna Service Location!
Added 4 hours ago
Intermediate Auto Claims Advisor/Adjuster (London, ON - Hybrid)
Aviva
London, ON
To meet our customer’s needs, you must be available to work on a rotating shift schedule during the hours of 8am to 6pm on Monday through Friday
Added 4 hours ago
Intermediate Auto Claims Advisor/Adjuster (Oakville, ON - Hybrid)
Aviva
Oakville, ON
To meet our customer’s needs, you must be available to work on a rotating shift schedule during the hours of 8am to 6pm on Monday through Friday

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