Jobs in Canada

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Added 38 mins 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
SE
Senior Design Firms Sales Representative
Schneider Electric
Richmond, BC
- $129,600 to $172,800 CAD / year
- Full-time
In this role, you will partner with leading consulting engineering firms, acting as a trusted advisor who influences project design, expands opportunities, and accelerates the adoption of…
Added 2 hours ago
II
Vice President, Brand Health Tracking
Ipsos in Canada
Toronto, ON
- Full-time
…Health Tracking, serving as both a commercial leader and trusted advisor to clients. This individual will be responsible for managing and growing a significant revenue stream, strong client…
Added 3 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
T&
Senior Project Leader
Turner & Townsend
Ottawa, ON
- Full-time
The successful candidate will serve as a trusted advisor to senior stakeholders, guiding the project through planning, design, procurement, construction, commissioning, and operational…
Added 4 hours ago
S
Lead, Account Solution Engineer/Manufacturing & Automotive
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
…with the customer empathy and business acumen of a trusted advisor. This dynamic role is pivotal in crafting innovative customer engagement strategies, demonstrating platform capabilities,…
Added 4 hours ago
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Client Success Manager
Posh
Canada
- Full-time
Act as a trusted advisor, addressing concerns proactively and escalating risks when needed.
Added 4 hours ago
R
Coordinator, Digital Marketing
RBC
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
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
…Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs, including mutual funds. Through…
Added 4 hours ago
Assistant
Richardson Wealth Ltd
Toronto, ON · Vancouver, BC · Calgary, AB
Assist the Investment Advisor(s) in preparing account documentation including client reviews, presentations, correspondance and reports
Added 4 hours ago
Service Advisor
Driving Force Group of Companies Recruitment Team
Edmonton, AB
Hino Central is looking for a Service Advisor to join our team in Edmonton, AB. The Service Advisor will be responsible to provide professional, safe and reliable service to our internal…
Added 4 hours ago
SP
Platform and Security Growth Business Account Executive
Salesforce Partner Canada
Toronto, ON
- Full-time
In the role of Platform Account Executive, you'll unlock the untapped potential of our Platform by collaborating with Account Owners (Core Account Executives) to deliver relevant insights…
Added 4 hours ago
S
AI & Data Strategist
Slalom
Calgary, AB
- Full-time
Serve as a trusted advisor to client stakeholders, facilitating cross-functional alignment and providing leadership across strategic engagements.
Added 4 hours ago
A
New Accounts Administrator, Registered Products
Altis
Markham, ON
- $26 to $29 CAD / hour
- Contract
Join a collaborative financial services team as a New Accounts Administrator, supporting new account processes and helping ensure requests are handled accurately, efficiently, and within…
Added 4 hours ago
A
Director, Enterprise Solutions - Google Cloud
APPLY
Toronto, ON
- Full-time
…execution. You'll be a hands-on architect and trusted technology advisor to client executives while driving co-sell engagement with Google Cloud's partner engineering, product, and field…
Added 4 hours ago
Vice President, Brand Health Tracking
Ipsos
Toronto, ON
…Health Tracking, serving as both a commercial leader and trusted advisor to clients. This individual will be responsible for managing and growing a significant revenue stream, strong client…
Added 4 hours ago
S
Constructability Advisor
Stantec
Calgary, AB
- Full-time
…a variety of energy projects. The role of Constructability Advisor will be broad but mainly involve the…
Added 5 hours ago
B
Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
…money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential…
Added 5 hours ago
SC
Universal Financial Associate - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
Added 5 hours ago
Z
Customer Success Manager
Zappix
Success, SK
- Full-time
Customer Success Manager is a key part of our Customer Success organization. The CSM is the trusted advisor who will manage all aspects of the customer lifecycle. From deployment and…
Added 5 hours ago
T
Associate Investment Advisor
TD
Waterloo, ON
- Full-time
Are you a dedicated account manager in tune to the needs of high value brokerage clients? Can you provide professional and flawless service delivery in support of your designated Investment…
Added 5 hours ago
SG
Spécialiste de l'expérience client/Customer Experience Specialist
Solutions GURUS (GURUS Solutions)
Montreal, QC
- Full-time
…Specialist to join our high-performing team and act as a trusted advisor to our clients as they scale their operations with NetSuite and our ecosystem of…
Added 5 hours ago
SM
Business Development Manager
Solutions Metrix
Montreal, QC
- Full-time
Solutions Metrix is hiring a Business Development Manager to build and run our account-based growth strategy in financial services. You will research priority banks and credit unions, reach…
Added 5 hours ago
Chaîne d'approvisionnement SAP / Supply Chain Value Advisor SAP Supply Chain
Syntax
Thornhill, ON
Le poste de Supply Chain Value Advisor est une nouvelle capacité de conseil au sein de la pratique mondiale Digital Supply Chain de Syntax. L’objectif de ce rôle est d’aider nos clients à…
Added 5 hours ago
AC
Accountant, Assurance and Accounting - September 2027
ACCA Careers
Terrace, BC
- 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…

ATB

Private Banking Advisor

Lloydminster, SK, Canada

Full-time

Apply on careers.atb.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 10+ years of progressive banking experience with proven depth in customized credit structuring.
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

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 advisory team that includes a Private Banking Associate, a Client Experience Specialist, and a Financing Specialist, this role serves as a trusted advisor to clients and their families, providing holistic financial guidance across banking, credit, investment, and wealth planning needs. The Private Banking Advisor is accountable for building and managing a portfolio of affluent clients, deepening existing relationships, and acquiring new clients through proactive business development, active community leadership, and close collaboration with internal partners. This position requires sophisticated financial acumen, credit structuring expertise, and the ability to coordinate bespoke solutions tailored to each client's unique financial architecture.

Accountabilities

1. Client Experience & Relationship Management

Foster a "Right-the-First-Time" mindset to achieve superior client experience results, exceeding high-quality service benchmarks to maximize client satisfaction and deliver a remarkable client experience.
Build personalized relationships with clients and directly contribute to the sustainable growth, retention, and strategic expansion of the private banking portfolio.
Develop and actively manage a dedicated portfolio of high-net-worth clients and their families.
Establish trusted advisory relationships through comprehensive discovery and a deep understanding of each client's financial objectives, family dynamics, and intergenerational wealth goals.
Deliver a personalized and proactive service model that embodies the highest standards of private banking.
Conduct regular, disciplined client reviews and strategic discussions to ensure financial solutions remain seamlessly aligned with evolving client needs.

2. Business Development & Portfolio Growth

Acquire new high-net-worth client relationships through professional networks, client referrals, targeted community involvement, and strategic partnerships across internal teams.
Expand share of wallet with existing clients by proactively identifying opportunities across lending, deposits, investments, and holistic wealth planning solutions.
Build and nurture robust relationships with key centres of influence, such as accountants, lawyers, and business advisors in the local market.
Maintain an active, visible presence in the regional business and professional community to enhance brand awareness and support client acquisition.

3. Integrated Wealth & Credit Solutions

Deliver integrated financial solutions encompassing complex credit structures, tailored investment strategies, liquidity planning, and estate and intergenerational wealth structures.
Collaborate closely with internal partners - including wealth advisors, portfolio managers, estate and trust specialists, and commercial banking teams - to execute seamless, end-to-end client strategies.
Structure and manage sophisticated credit facilities, including specialized lending arrangements secured by investment portfolios, commercial or residential real estate, and private corporate assets.
Provide strategic counsel on cash management, portfolio leverage techniques, and overall balance-sheet and net-worth optimization.

4. Risk Management, Compliance & Governance

Maintain strict adherence to credit policies, compliance regulations, and regulatory governance standards.
Ensure all client portfolios and transactions are administered in rigorous compliance with enterprise risk tolerances and internal audit frameworks.
Regularly monitor account performance, credit quality, and client portfolio activity to proactively identify and mitigate emerging risks.
Ensure meticulous documentation and record-keeping so that all client interactions and credit approvals meet operational standards

5. Collaboration, Teamwork & Leadership

Collaborate across wealth management, commercial banking, and retail banking divisions to deliver an effortless, unified client experience.
Share regional market intelligence and expertise regarding the high-net-worth landscape in Alberta to inform strategic business decisions.
Act as an engaged brand ambassador for ATB Private Banking within the community and across the enterprise.

Skills, Experience & Requirements

Core Competencies & Skills

HNW Relationship Management: Poised advisory presence with a proven ability to build trust with affluent clientele across business and executive social settings.
Credit Structuring: Solid background in financial statement analysis, risk assessment, and structuring bespoke commercial lending facilities.
Comprehensive Wealth Solutions: Strong command of investment vehicles, tax strategies, and estate planning to deliver integrated client solutions.
Business Development: Proven track record in prospecting, pipeline management, COI networking, and closing new business.
Collaborative Leadership: Demonstrated ability to rally cross-functional partners around client goals; supervisory or coaching experience is an asset.
Ethics & Governance: Uncompromising commitment to client confidentiality, regulatory compliance, and professional stewardship.

Experience

10+ years of progressive banking experience with proven depth in customized credit structuring.
Track record of managing, expanding, and retaining high-value client portfolios through proactive advisory.
Demonstrated success in direct origination, referral network generation, and pipeline conversion.

Qualifications & Requirements

Education: Bachelor’s degree in Business, Finance, Economics, or related discipline preferred.
Designations: CFP required (or obtained within 30 months of hire); CSC, PFP, or CIM considered an asset.
Professional Development: Commitment to ongoing industry learning, conferences, and certifications.

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 Private Banking Advisor manages a portfolio of high-net-worth clients by providing holistic financial guidance across banking, credit, and wealth planning. They are responsible for business development, deepening existing client relationships, and collaborating with internal teams to deliver integrated financial solutions.

Requirements

Candidates must have 10+ years of progressive banking experience with a strong background in customized credit structuring and portfolio management. A bachelor's degree in a relevant field is preferred, and a CFP designation is required or must be obtained within 30 months of hire.

Skills

Private banking
Relationship management
Credit structuring
Financial statement analysis
Wealth planning
Business development
Investment strategies
Estate planning
Risk assessment
Portfolio management
Client acquisition
Tax strategies
Liquidity planning
Regulatory compliance
Strategic networking

Benefits

Flexible work programs
Inclusive work environment
Learning and development opportunities
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
Wealth Management
High-Net-Worth
Credit Structuring
Financial Planning
Portfolio Management
Business Development
Relationship Management
CFP
CSC
PFP
CIM
Investment Strategies
Estate Planning
Risk Management
Compliance
Banking
Commercial Lending
Client Experience
Financial Acumen
Asset Management
Tax Planning
Intergenerational Wealth
Balance-sheet Optimization
Regulatory Governance

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Jobs in Canada