Jobs in Canada

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Added 2 hours 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 2 hours ago
U
Sr. Services Project Manager - Bilingual (French/English) / Gestionnaire principal(e) de projets de services - Bilingue (Français/Anglais)
UKG
Remote, Canada
- Full-time
- Remote
…focused on agreed outcomes. You will also serve as a trusted advisor to customer leaders and mentor colleagues across the delivery…
Added 2 hours ago
IW
Senior Administrative Assistant - Winnipeg, MB
IG Wealth Management
ON · Ontario, Canada
- Full-time
Provides support and acting as a resource on strategic initiatives
Added 2 hours ago
AC
Senior Manager, Assurance and Accounting
ACCA Careers
Dryden, ON
- 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…
Added 2 hours ago
GC
Senior Manager, Financial Planning and Analysis – EA SPORTS, Catalyst Studios
Game Companies
Vancouver, BC
- Full-time
…yourself. Our Financial Planning and Analysis (FP&A) team provides strategic partnerships to leaders across EA. We do this by engaging with our partners to understand our broad strategy,…
Added 3 hours ago
Associate Advisor, People, AMI
FortisBC
Surrey, BC
Collaborate with AMI leaders to prioritize and execute hiring and project resource plans through strategic sourcing strategies.
Added 3 hours 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 3 hours ago
RT
Senior Principal Engineer
Raising The Village
Remote, Canada
- Full-time
- Remote
This role acts as RTV's technical representative during the design and implementation of strategic technology initiatives, working closely with external vendors, internal stakeholders, and…
Added 3 hours ago
M
Senior Manager, Valuations
MNP
Vancouver, BC
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 3 hours ago
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Manager, Valuations
MNP
Vancouver, BC
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 3 hours ago
CU
Graduate Awards, Finance and Planning Officer
Carleton University
Ottawa, ON
- Other
The incumbent must possess the following qualifications: · In addition, the incumbent must have a dedication to the highest level of client service and high expectation for quality
Added 3 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 3 hours ago
BF
Coordonnateur, Programme de gestion des compétences / Coordinator, Skills Management Program
Bell Flight
Mirabel, QC
- Full-time
Added 4 hours ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
Contribute operational risk and control input to strategic change, new product approval/NBAC, regulatory and business initiatives, identifying impacts and required controls.
Added 4 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 4 hours ago
UO
Coordinator, OIPH Learning Health System
University of Calgary
Calgary, AB
- Full-time
…health of populations. The Learning Health System (LHS) is a strategic priority for OIPH and the Cumming School of Medicine; at OIPH our LHS Accelerator is an initiative that builds…
Added 5 hours ago
UO
Head Coach and General Manager - Men's Soccer
University of British Columbia
Kelowna, BC · UBCO | Gymnasium (GYM)
- Full-time
Reporting to the Director, Varsity Sport, this position works in support of and acts in accordance with the strategic direction and initiatives of the Heat Athletics & Recreation…
Added 5 hours ago
K
Information Technology Technical Recruiter
Kelly
Toronto, ON
- Contract
🔍 SENIOR RECRUITER – TECHNOLOGY | TALENT ADVISOR
Added 5 hours ago
TU
Head Coach and General Manager - Men's Soccer
The University of British Columbia
Kelowna, BC
- Full-time
Reporting to the Director, Varsity Sport, this position works in support of and acts in accordance with the strategic direction and initiatives of the Heat Athletics & Recreation…
Added 5 hours ago
Manager, Federal Agencies & Marine Authorizations, Pacific Link
Trans Mountain
Calgary, AB
Added 5 hours ago
Senior Data Scientist
Celestica International LP
Toronto, ON
As a SCM Data Advisor, you will act as the crucial bridge between our Supply Chain Management operations and our advanced Data Science and AI teams. In this role, you will support the…
Added 5 hours ago
DO
Director, Indigenous Specific Anti-Racism & Equity, Diversity, and Inclusion
Doctors of BC
Vancouver, BC · BC
- Full-time
The Director provides strategic advice and leadership on risk management, policy alignment, organizational change, data-informed evaluation, and best practices related to Indigenous…
Added 5 hours ago
T&
Senior Project Leader
Turner & Townsend
Ottawa, ON
- Full-time
Turner & Townsend is seeking an accomplished Senior Project Leader to provide strategic leadership on a landmark institutional infrastructure development program. This is a unique…
Added 5 hours ago
S
Lead, Account Solution Engineer/Manufacturing & Automotive
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
Trusted Advisor & Strategic Roadmaps: Serve as the technical trusted advisor for strategic accounts, navigating a wide array of assignments spanning business development, operations, and IT…
Added 5 hours ago
P
Client Success Manager
Posh
Canada
- Full-time
This role is for someone strategic, proactive, and genuinely excited about AI adoption, someone who would rather dig into a client’s problem than close a ticket.

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