Jobs in Canada

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Added 1 hour ago
S
Field Risk Specialist
Solifi
Toronto, ON
- Full-time
Risk Management (RM) Operations Team is seeking a motivated, goal-oriented Field Risk Specialist (FRS) to join its national field operations team.
Added 2 hours ago
AT
Accounts Receivable Specialist
Armour Transportation Systems
Moncton, NB
- Full-time
Position Overview: As an Accounts Receivable Specialist, you’ll play a key role in managing financial operations, ensuring account accuracy, and driving process improvements. This role goes…
Added 3 hours ago
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Onboarding Specialist, Global Integrated Payments
Corpay
Toronto, ON
- Full-time
This position falls under our Cross Border line of business and is located in Toronto, ON
Added 3 hours ago
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Senior Advisor, Product administration
Desjardins
Montreal, QC
- Full-time
…fields. Interpersonal savvy is therefore essential. You serve as specialist advisor and subject matter specialist. You also act as resource and support person for decision-making bodies.…
Added 5 hours ago
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Commercial Relationship Coordinator,
Optum
Richmond, BC
- Full-time
This position follows Office-Based schedule with (4) In-office days per week
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
Whitehorse, YT
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 7 hours ago
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Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
…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…
Added 7 hours ago
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Universal Banker
HSBC
London, ON
- Full-time
…customers join HSBC, get more from their banking and access specialist support when they need it. You’ll also play a key part in how the branch delivers service excellence while maintaining…
Added 7 hours ago
Member Advice Specialist - Westshore Branch
Coast Capital Savings
Victoria, BC
Added 7 hours ago
CA
Communications Specialist, Claims
Co-operators Assurance et services financiers
Toronto, ON
- Full-time
Work Model: Hybrid (2 days in office)
Added 8 hours ago
TU
Financial Processing Levels 1-4 (Term Placements)
The University of British Columbia
Vancouver, BC
- Temporary
Added 8 hours ago
AD
Global Logistics and Compliance Manager
Active Dynamics
Scarborough Bluffs Park, ON
- Full-time
Lead inbound and outbound transportation across ocean, air, truckload, LTL, cross-border, parcel and expedited freight · Mexico / IMMEX & Cross-Border Compliance
Added 8 hours ago
AC
Senior Underwriter and Team Leader
APRIL Canada Insurance
Toronto, ON
- Full-time
Underwrite a focused portfolio, support complex decisions within your authority and refer specialist matters to the appropriate technical experts.
Added 8 hours ago
KR
Senior Accountant
Kassen Recruitment
Calgary, AB
- Full-time
A leading North American organization is seeking a Accounting Specialist for a contract opportunity within its finance team. This role is ideal for an accounting professional who enjoys…
Added 9 hours ago
AT
Accounts Receivable Specialist
Armour Transportation Systems
Dartmouth, NS
- Full-time
Position Overview: As an Accounts Receivable Specialist, you’ll play a key role in managing financial operations, ensuring account accuracy, and driving process improvements. This role goes…
Added 9 hours ago
R
Client Advisor
RBC
Whitehorse, YT
- Full-time
…on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client…
Added 9 hours ago
TC
Talent Acquisition Specialist (12 Months Contract)
The Citco Group Limited
Halifax, NS
- Full-time
Establish relationships quickly and build credibility as a strong talent acquisition Specialist with your consultative approach
Added 9 hours ago
AD
Global Logistics and Compliance Manager
Active Dynamics Group
Toronto, ON · Scarborough, ON
- Full-time
Lead inbound and outbound transportation across ocean, air, truckload, LTL, cross-border, parcel and expedited freight · Mexico / IMMEX & Cross-Border Compliance
Added 9 hours ago
VC
Total Rewards Specialist - Temporary, Full-time
VON Canada
Halifax, NS
- $37.9 to $41.09 CAD / hour
- Full-time
The Total Reward Specialist will be a member of the Total Rewards team and support both the pension, benefits and compensation teams by providing support on research, analysis, delivery,…
Added 9 hours ago
LC
Business Relationship Manager - Sarnia
Libro Credit Union
Sarnia, ON
- Full-time
…are selected to move forward in the process, the HR Talent Specialist will share further…
Added 9 hours ago
QE
Strategic Sourcing Specialist
Quadro Engineering
Waterloo, ON
- Full-time
The Strategic Sourcing Specialist is responsible for developing and executing both short- and long-term sourcing strategies that support organizational objectives related to cost…
Added 9 hours ago
E
Financial Analyst
Equus
Courtice, ON
- $32.5 to $33.2 CAD / hour
- Full-time
Reporting to the Director of Finance, the Financial Analyst provides accounting and financial analysis, budgeting and reporting support across the organization. This position combines…
Added 9 hours ago
RB
Senior Business Deposit Specialist
Royal Bank of Canada
Burlington, ON
- Full-time
Do you enjoy building custom deposit solutions that help clients and communities grow? As a Senior Business Deposit Specialist, you will design, structure, present, and negotiate tailored…
Added 10 hours ago
CA
Communications Specialist, Claims
Co-operators Assurance et services financiers
AB · Edmonton, AB
- Full-time
Work Model: Hybrid (2 days in office)
Added 10 hours ago
CA
Communications Specialist, Claims
Co-operators Assurance et services financiers
Moncton, NB
- Full-time
Work Model: Hybrid (2 days in office)

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