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Added 36 mins ago
CW
B2B Sales Executive
City Wide Facility Solutions
Coquitlam, BC
- $50,000 to $100,000 CAD / year
- Full-time
City Wide Facility Solutions is looking for a motivated and confident B2B Sales Executive to join our Vancouver sales team.
Added 36 mins ago
CW
B2B Sales Executive
City Wide Facility Solutions
Vancouver, BC
- $50,000 to $100,000 CAD / year
- Full-time
City Wide Facility Solutions is looking for a motivated and confident B2B Sales Executive to join our Vancouver sales team.
Added 36 mins ago
CW
B2B Sales Executive
City Wide Facility Solutions
Burnaby, BC
- $50,000 to $100,000 CAD / year
- Full-time
City Wide Facility Solutions is looking for a motivated and confident B2B Sales Executive to join our Vancouver sales team.
Added 36 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 hour ago
HT
Director, Global Marketing & Sales Enablement
Husky Technologies
Bolton, ON
- Full-time
Lead the development of executive-level content and strategic narratives for Top-to-Top (T2T) customer meetings, supporting senior leadership and strategic account engagement.
Added 1 hour ago
T
SAP Customer Solution Director
Talan
Montreal, QC
- $170,000 to $220,000 CAD / year
- Full-time
…built on advanced models, and an applied research, experimental development, and innovation…
Added 3 hours ago
SC
SAP Delivery Executive | Northeast-Canada Market Unit
SAP Careers
Toronto, ON
- $260,000 to $310,000 CAD / year
- Full-time
…delivery strategy to financial performance. Your role spans executive relationship ownership, program portfolio governance, and SAP business development. You set the standard for how…
Added 3 hours ago
GE
Senior Sales Executive | Fabricated Steel
Grey Eagle Consulting
ON · Durham, ON
- Full-time
Hybrid Flexibility: Minimum one day per week at the Whitby facility, with flexibility to work remotely and visit clients
Added 4 hours ago
A
Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 5 hours ago
H
Bilingual Sales Rep (French – English) (B2B Account Management)
Hays
Mississauga, ON
- $60,000 to $80,000 CAD / year
- Full-time
…distribution logistics sector. They are hiring an Inside Sales Executive to be based in the Mississauga – Brampton, ON area. This role is focused on building new business through proactive…
Added 5 hours ago
L
Bilingual Collections Representative (EN/FR)
LendCare
Pickering, ON
- Full-time
…Workplaces for Women and for having one of the Most Trusted Executive Teams, and included on TIME Magazine’s 2025 list of Canada’s Best Companies. These achievements speak to our commitment…
Added 6 hours ago
HA
Opportunities Manager
Horizon Aircraft
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…Opportunities Manager reports directly to the Director of Business Development and plays a key role in translating market interest into a structured, forecastable sales…
Added 6 hours ago
CM
Marketing Science Lead
Critical Mass
Toronto, ON
- Full-time
…cultivate their expertise to advance both their professional development and the maturity of our client-analyses. experience through supervising and developing a passionate team of analysts…
Added 6 hours ago
Corporate Project Management Office - Senior Project Manager
Alberta Pensions Services Corporation
Edmonton, AB
Give leaders a clear view of project health through meaningful status updates, cost forecasts, recommendations and executive-level presentations, speaking candidly about risks and issues.
Added 7 hours ago
GO
Director of Policies, Programs and Oversight
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Executive Director, the Director of Policies, Programs and Oversight provides operational oversight for the Non-Insured Benefits Branch, ensuring effective provincial…
Added 7 hours ago
HT
Director, Global Marketing & Sales Enablement
Husky Technologies
Bolton, ON
- Full-time
Lead the development of executive-level content and strategic narratives for Top-to-Top (T2T) customer meetings, supporting senior leadership and strategic account engagement.
Added 7 hours ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 7 hours ago
II
Vice President, Brand Health Tracking
Ipsos in Canada
Toronto, ON
- Full-time
…stream, strong client leadership, retention, renewals, strategic account development, and new business opportunities. We are looking for someone who builds relationships and is comfortable…
Added 7 hours ago
P
Vice President, Wealth Advisory & Business Development
PortfolioHiWay
Toronto, ON
- Full-time
Licensing & Registration: Must hold relevant licenses and registration (e.g., IIROC licensing, PM Registration) as required by CIRO
Added 7 hours ago
R
Project Lead, Digital Development (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Advise, guide and provide specialist expertise during the evaluation, planning or development of projects.
Added 8 hours ago
C
Bilingual Technical Product Specialist TT - Technical Customer Service
Continental
Mississauga, ON
- Full-time
Customer Services: Provide technical evaluation to fleet customers; travel with Territory Sales Manager and Key Account Managers and/or replacement dealer/fleet sales managers to provide…
Added 8 hours ago
N
Mid-Market Account Executive
Noibu
Remote, Canada
- $65,000 to $75,000 CAD / year
- Full-time
- Remote
Noibu is looking for a Mid-Market Account Executive to help us expand our market share. As a member of our fast-growing sales team, you’ll have great insight into how the full sales-cycle…
Added 8 hours ago
T&
Senior Project Leader
Turner & Townsend
Ottawa, ON
- Full-time
…strategic leadership on a landmark institutional infrastructure development program. This is a unique opportunity to lead a high-profile project that will deliver lasting value to a diverse…
Added 8 hours ago
LC
Outbound Account Executive - Calgary
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Added 8 hours ago
Pricing and Contracting Solutions Lead
UCB
Oakville, ON
…across UCB’s Canadian portfolio. Working from early pipeline development through loss of exclusivity, you will translate global and regional direction into executable Canadian strategies…

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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