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Added 26 mins ago
EM
Advisor, Professional Academic
EKU Master of Public Administration Program
Richmond, BC
- Full-time
15% - Collaborate with other professional advisors and Associate Dean to learn curriculum of relevant departments and assist and track curricular processes and changes. - (Essential)
Added 42 mins ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Added 1 hour ago
A
Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
…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…
Added 2 hours ago
SG
Associate Director, North America Regulated Utilities, Infrastructure Ratings
S&P Global
Toronto, ON
- Full-time
This role offers a meaningful opportunity to contribute to independent credit opinions on some of North America's most critical infrastructure assets. As Associate Director, the role…
Added 2 hours ago
W
(CAN) Customer Service Manager
Walmart
Steinbach, MB
- Part-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 2 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Steinbach, MB
- $15 CAD / hour
- Full-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 2 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brandon, MB
- Full-time
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 2 hours ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Montreal, QC
- Full-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 2 hours ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Sherbrooke, QC
- Full-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 2 hours ago
WC
(CAN) Front End Team Lead
Walmart Canada
Tsawwassen, BC
- Full-time
Handles customer and associate concerns and provides guidance as required.
Added 3 hours ago
TH
Cashier : Part Time - DUNCAN
The Home Depot
Canada
- Part-time
…the assisted check-outs throughout the store. The front end associate will excel at processing transactions accurately and timely by executing our GET checkout…
Added 4 hours ago
SC
Sales Associate Endy & Casper (Halifax) Full-Time Permanent
Sleep Country Canada
Halifax, NS
- Full-time
Annual Wellness Credit of up to $250.00 for any products/services that improve your health and well-being, i.e., health assessments, nutrition counselling, hiking shoes, a yoga outfit or…
Added 4 hours ago
W
(CAN) Gérant du service à la clientèle
Walmart
Sherbrooke, QC
- Full-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 4 hours ago
SS
Marchés Privés - Comptabilité et administration des fonds, associé/e principal/e/Privates Markets- Fund Accounting & Administration, Senior Associate , Senior Associate
State Street
Montreal, QC
- Full-time
…administratif quotidien aux principaux clients des fonds de crédit privés. Joignez-vous à cette équipe en pleine croissance qui est motivée par la création de solutions novatrices qui…
Added 4 hours ago
S
Sales Consultant Trainee
Sysco
AB · Sysco Edmonton
- Full-time
The Associate Sales Consultant (ASC) is an entry-level sales position focused on developing foundational sales skills and building a customer base within an assigned territory. The ASC…
Added 4 hours ago
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Sales Consultant Trainee
Sysco Canada Inc.
AB · Edmonton, AB
- Full-time
The Associate Sales Consultant (ASC) is an entry-level sales position focused on developing foundational sales skills and building a customer base within an assigned territory. The ASC…
Added 4 hours ago
H
Associate Provincial Bursaries
HealthCareersInSask.ca
SK · SK, Canada
- Full-time
…centrally and support local delivery in the 4 PSA area offices. The Associate is responsible for standard provincial physician strategies and development and maintenance of provincial…
Added 5 hours ago
Sales Associate - Amherst
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Amherst, NS
…our selection process, all candidates must clear a criminal/credit background check and ID verification. Previous employment verification may be required depending on the…
Added 5 hours ago
Sales Associate
Rogers Communications
Sherwood Park, AB · Edmonton, AB
…our selection process, all candidates must clear a criminal/credit background check and ID verification. Previous employment verification may be required depending on the…
Added 5 hours ago
W
(CAN) Front End Team Lead
Walmart
Tsawwassen, BC
- Full-time
3. Handles customer and associate concerns and provides guidance as required.
Added 5 hours ago
W
(CAN) Gérant du service à la clientèle
Walmart
Montreal, QC
- Part-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 5 hours ago
TH
Front End Associate : Part Time - CAMPBELL RIVER
The Home Depot Canada
Campbell River, BC
- Part-time
…the assisted check-outs throughout the store. The front end associate will excel at processing transactions accurately and timely by executing our GET checkout…
Added 5 hours ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 5 hours ago
TS
Store Associate
The Salvation Army in Canada
Winnipeg, MB
- Full-time
Must have good interpersonal and communication skills (oral)
Added 5 hours ago
TS
Donation Associate
The Salvation Army in Canada
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.

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