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Added 1 min ago
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Beauty Advisor - Part Time
Sephora
BC · Delta, BC
- $19.85 to $24.8 CAD / hour
- Part-time
…for all things beauty. Through personalized consultations and expert product recommendations, you'll play a meaningful role in clients' confidence journeys. You're a beauty pioneer who…
Added 46 mins ago
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Personal Banking Advisor - Lethbridge Paramount
ATB
Lethbridge, AB
- Full-time
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…
Added 1 hour ago
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Account Executive, Mid-Market Canada, Customer Sales
Clio
Burnaby, BC · Vancouver, BC
- Full-time
What you must have:
Added 2 hours ago
WT
Team Lead, Fraud Investigations (Cash & Banking)
Wealthsimple Technologies
Remote, Canada
- $68,000 to $85,000 CAD / year
- Contract
- Remote
…mitigate risks at Wealthsimple. The Team Lead is a financial crime expert that is focused on the client, and owns overall development and improvement of the Fraud Investigations team. The…
Added 2 hours ago
PT Retail Operations Associate, Sandro, Pacific Centre
SMCP NORTH AMERICA (US, CANADA)
Vancouver, BC
Replenish merchandise regularly to maintain product availability and a fresh, appealing display.
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Mid-Market Implementation Specialist - Americas
Ashby
Canada
- Full-time
Independently investigate complex customer questions and become the technical/product subject matter expert during implementations
Added 2 hours ago
CM
Senior Manager – US Tax
Crowe MacKay LLP
Langley (District), BC · Langley, BC
- $110,000 to $130,000 CAD / year
- Full-time
…LLP is built on a foundation of diverse talent, delivering expert advice across a spectrum of industries and…
Added 2 hours ago
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Department Manager (Outdoor)
Decathlon
Calgary, AB
- $52,250 to $72,000 CAD / year
- Full-time
Ability to inspire others to join the Decathlon community by promoting quality sports equipment at fair prices and offering expert advice, strong product knowledge, and exceptional service
Added 2 hours ago
Customer Support Representative
Zen Educate
Vancouver, BC
Location: Hybrid, Vancouver, BC (3 days in office/week)
Added 2 hours ago
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Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Burnaby, BC
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 2 hours ago
HR
Beauty Advisor - Jo Malone London
Holt Renfrew
Toronto, ON
- Full-time
Share expert level of product knowledge with entire store selling team
Added 3 hours ago
AF
Personal Banking Advisor - Lethbridge Paramount
ATB Financial
Lethbridge, AB
- Full-time
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…
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Toronto, ON
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 3 hours ago
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Sales Associate
Oakley
Vaughan, ON
- Full-time
Become a Vision Expert: Offer tailored advice and recommend eyewear solutions that fit each customer’s lifestyle and preferences.
Added 3 hours ago
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Sales Associate
Oakley
Vaughan, ON
- Full-time
Become a Vision Expert: Offer tailored advice and recommend eyewear solutions that fit each customer’s lifestyle and preferences.
Added 3 hours ago
MR
Part-Time Sales Associate
Match Retail
Calgary, AB
- Part-time
…location. You will engage with customers, provide personalized product demonstrations, and ultimately inspire them to…
Added 3 hours ago
MR
Part-Time Sales Associate
Match Retail
Mississauga, ON
- Part-time
…location. You will engage with customers, provide personalized product demonstrations, and ultimately inspire them to…
Added 3 hours ago
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Staff Engineer, Mechanical Design
Tenstorrent
Toronto, ON
- Full-time
You bring expert knowledge of high-volume manufacturing processes - including stamping, die casting, extrusion, and injection molding - as well as rapid prototyping, GD&T, tolerance…
Added 3 hours ago
TI
Artificial Intelligence Engineer
TMT IT Solutions
Toronto, ON · Greater Toronto Area, Canada
- $100 to $105 CAD / hour
- Contract
Work closely with product managers, data scientists, and domain experts to define technical solutions aligned with business needs.
Added 3 hours ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Airdrie, AB
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates
Added 3 hours ago
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Account Manager Therapeutic Area Specialist, Rare tumour ON
EMD Serono, Inc.
Mississauga, ON
- Full-time
…the therapeutic benefits of our products. As the territory expert, you will collaborate with cross-functional teams, including marketing, medical affairs, and customer care, to inform…
Added 3 hours ago
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Senior Product Manager
STRIDE Management Corp
Calgary, AB
- Full-time
Act as a product subject matter expert in customer and stakeholder discussions.
Added 3 hours ago
HR
Beauty Advisor - Jo Malone London
Holt Renfrew
Toronto, ON
- Full-time
Share expert level of product knowledge with entire store selling team
Added 3 hours ago
TM
Wireless Store Manager
The Mobile Shop
London, ON
- Full-time
Become a Mobile Expert: Master our carrier offerings, promotional deals, and pricing structures while staying up to date on the latest mobile devices and industry trends, so you can…
Added 3 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Yellowknife, NT
- Part-time
Expert in assigned areas of product inventory, product placement and expiry dates

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

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