Jobs in Canada

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Added 4 mins ago
B
Wealth Planning Advisor- Waterloo
BMO
Waterloo, ON · MARS
- Full-time
Work Arrangement: Hybrid role (3 days in office, 2 days remote)
Added 4 mins ago
RM
Sales Associate | West Edmonton Mall November - January)
Rocky Mountain Soap Company
Edmonton, AB
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 18 mins ago
MF
Project Manager
Mako Financial Technologies
Montreal, QC
- Full-time
Knowledge of the wealth management industry and regulatory compliance standards.
Added 48 mins ago
R&
IT - Site Reliability Engineer IV
Robertson & Company Ltd.
Toronto, ON
- Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 1 hour ago
CD
Childcare Consultant
Child Development Institute
Toronto, ON
- Contract
…expertise. With a larger team in place, you will have access to a wealth of support, ensuring you feel empowered in your…
Added 1 hour ago
B
Wealth Planning Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 1 hour ago
CD
Childcare Consultant
Child Development Institute
Toronto, ON
- Contract
…expertise. With a larger team in place, you will have access to a wealth of support, ensuring you feel empowered in your…
Added 1 hour ago
AI Director - Global AI Risk Management
Scotiabank
Toronto, ON
…relationships, systems and knowledge to execute the AI Risk Management…
Added 1 hour ago
IR
Executive Counselor (Trusted Advisor to CIOs & Technology Leaders) | Financial Services, Insurance, Professional Services & Not-for-Profit
Info-Tech Research Group
Canada
- Full-time
Experience in one or more relevant segments, such as banking, insurance, pensions, wealth and asset management, capital markets, payments, fintech, credit unions, private equity (PE), not…
Added 1 hour ago
T
Associate Investment Advisor I
TD
Surrey, BC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 2 hours ago
TW
Member Service Representative II
Thrive Wealth Management
Wynyard, SK
- Full-time
Added 4 hours ago
MW
Associate Investment Advisor
Manulife Wealth
Dorval, QC
- Full-time
We are looking for an ambitious and highly motivated Associate Investment Advisor to join our growing wealth management team.
Added 12 hours ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
The RBC Dominion Securities Management team located in Winnipeg is looking for an Assistant Branch Operations Manager to join their team. A leadership position within the branch network,…
Added 14 hours ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
Entrust Financial Services is an independent financial advisory firm focused primarily on wealth management and financial planning for individuals, corporate clients, charities, and…
Added 15 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 15 hours ago
IW
Senior Administrative Assistant - Winnipeg, MB
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 16 hours ago
P4
Director Sales, Asian Markets
Pier 4 Ltd.
Toronto, ON
- Full-time
Minimum of 5 years of experience in financial services, investment sales, wealth management, asset management, or a comparable business development role.
Added 17 hours ago
RB
Coordinator, Digital Marketing
Royal Bank of Canada
Toronto, ON
- Full-time
As the Marketing Coordinator within the Wealth Marketing Canada (WMC) web team, you will be the go-to executor for advisor website requests across the country. This is a hands-on,…
Added 18 hours ago
B
Service Advisor
BCAA
Westbank, BC
- Full-time
We are currently hiring a Service Advisor based in our West Kelowna Service Location!
Added 18 hours ago
Financial Advisor - Smiths Falls (20-month contract)
Scotiabank
Smiths Falls, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 18 hours ago
SC
Financial Advisor/ Senior Financial Advisor - Seton Branch
Servus Credit Union
AB · Calgary, AB
- Full-time
Successful candidate must have flexibility to work late shifts Thursday (until 7:00); Friday (until 6:00); and Saturday (until 3:00) · Must have a reliable vehicle and valid driver's license
Added 18 hours ago
R
Coordinator, Digital Marketing
RBC
Toronto, ON
- Full-time
As the Marketing Coordinator within the Wealth Marketing Canada (WMC) web team, you will be the go-to executor for advisor website requests across the country. This is a hands-on,…
Added 18 hours ago
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
Responsible for making qualified referrals to the Wealth Management Team by uncovering opportunities through member inquiries or conversations
Added 18 hours ago
Technical Analyst
Richardson Wealth Ltd
Toronto, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 18 hours ago
Assistant
Richardson Wealth Ltd
Toronto, ON · Vancouver, BC · Calgary, AB
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…

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