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Added 11 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
This role offers a clear path for advancement, with the potential to be promoted to positions such as Sales Associate or Sales Executive based on performance and demonstrated skills. We are…
Added 11 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
This role offers a clear path for advancement, with the potential to be promoted to positions such as Sales Associate or Sales Executive based on performance and demonstrated skills. We are…
Added 27 mins ago
A
Bar & Restaurant Manager, ARC - Full Time
AccorHotel
Vancouver, BC
- Full-time
Empowering Women in Leadership - More than 50% of leadership team including Executive Level, are women
Added 41 mins ago
G
Greenhouse Supervisor
GoodWork.ca
Vancouver, BC · Greater Vancouver Metropolitan Area
- Part-time
Assist with projects and other operations as needed, including occasional weekend or evening shifts
Added 1 hour ago
SC
SAP Delivery Executive | Northeast-Canada Market Unit
SAP Careers
Toronto, ON
- $260,000 to $310,000 CAD / year
- Full-time
You bring enterprise delivery leadership and the executive presence to engage at program level. You have led teams of project managers and delivery partners across complex, multi-workstream…
Added 1 hour 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 2 hours ago
A
Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
HNW Relationship Management: Poised advisory presence with a proven ability to build trust with affluent clientele across business and executive social settings.
Added 3 hours ago
H
Bilingual Sales Rep (French – English) (B2B Account Management)
Hays
Mississauga, ON
- $60,000 to $80,000 CAD / year
- Full-time
…scale 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…
Added 3 hours ago
B
Event Marketing Manager (Contract)
Bridgit
Remote, Canada
- $3,500 to $5,000 CAD / month
- Contract
- Remote
…construction projects, and it will feed real pipeline for our sales…
Added 3 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 3 hours ago
C
Account Executive, Mid-Market Canada, Customer Sales
Clio
Burnaby, BC · Vancouver, BC
- Full-time
What you must have:
Added 4 hours ago
LS
Senior Project Manager - Permanent - 19607
LRO Staffing
Ottawa, ON
- Full-time
Coordinate handoffs across Sales, Engineering and Design, Procurement, Production, Finance and Installation, with clear ownership and acceptance criteria
Added 4 hours ago
HA
Opportunities Manager
Horizon Aircraft
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The Opportunities Manager is an elevated inside sales role responsible for identifying, qualifying, developing, and managing the pipeline of commercial opportunities for the Cavorite X7…
Added 4 hours ago
P4
Director Sales, Asian Markets
Pier 4 Ltd.
Toronto, ON
- Full-time
Develop and executive a strategic sales plan in collaboration with senior sales leadership to drive partner acquisition and Assets Under Management (AUM) growth within Asian markets across…
Added 5 hours ago
HT
Director, Global Marketing & Sales Enablement
Husky Technologies
Bolton, ON
- Full-time
Lead a centralized market intelligence and research capability serving Sales, Product Line Management, Strategy, Investor Relations, and executive leadership.
Added 5 hours ago
XO
Communications Specialist
Xtract One Technologies
Toronto, ON
- Temporary
…documentation, drafting corporate press releases, and assisting the sales team with key…
Added 5 hours ago
II
Vice President, Brand Health Tracking
Ipsos in Canada
Toronto, ON
- Full-time
…individual will be measured against financial performance (sales and profitability), as well as key people, and client…
Added 5 hours ago
S
Implementation Consultant (Global)
Stripe
Toronto, ON
- Full-time
Lead implementation governance, including working sessions, executive updates, decision tracking, risk management, and launch-readiness reviews.
Added 5 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 5 hours ago
WR
Manager, Corporate Engagement & Sponsorship
Waterloo Regional Health Network Foundation (WRHNF)
Kitchener, ON
- $86,700 to $102,000 CAD / year
- Full-time
Cultivate relationships with senior decision-makers across corporate social responsibility, marketing, community investment, and executive leadership.
Added 5 hours ago
AR
Events & Field Marketing Manager
Angus Reid
Vancouver, BC
- Full-time
…deliver high-quality trade shows, conferences, customer events, executive dinners, and regional gatherings across Canada and the U.S. by owning timelines, logistics, vendors, budgets, and…
Added 5 hours ago
C
Senior Director, Manufacturing & Supply Chain
Corinex
Vancouver, BC
- Full-time
Reporting to the executive leadership team, you will bridge the gap between engineering design completion and full-scale commercial manufacturing. You will own the operational execution…
Added 5 hours ago
XO
Communications Specialist
XTRACT ONE
Toronto, ON
- Full-time
- Temporary
…documentation, drafting corporate press releases, and assisting the sales team with key…
Added 6 hours ago
I
Staff Customer Experience Professional - Growth & Retention
Intuit
Toronto, ON
- Full-time
Intuit has embraced a hybrid working model and this role will be based out of our Toronto office 3 days per week
Added 6 hours ago
GL
Senior Channel Reporting Analyst (Compensation & Incentives)
goeasy Ltd.
Mississauga, ON
- Full-time
…Work® as having the Best Workplaces for Women & Most Trusted Executive Teams, and included on TIME Magazine’s 2025 list of Canada’s Best Companies. These honours reflect our commitment to…

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