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Added 4 mins ago
KR
Senior Manager, Corporate Tax
Kassen Recruitment
AB · Edmonton, AB
- Full-time
A respected organization is exploring the addition of a senior corporate tax professional to strengthen its tax function. This opportunity is suited to an experienced tax leader with deep…
Added 4 mins ago
Senior Software Developer
Range
Toronto, ON
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel…
Added 2 hours ago
VC
Manager of Financial Planning & Analysis
Victoria Cool Aid Society
Victoria, BC
- Full-time
This position oversees the Senior Accountant, AR and AP specialists, and Accounting Assistant, and supervises the reporting, accounts payable, and accounts receivable functions for the…
Added 2 hours ago
M
Summer Intern 2027 - Private Wealth
Manulife
Montreal, QC
- Full-time
…contribute to business growth initiatives and enhance the client and advisor experience. As an intern, you will actively collaborate with cross-functional teams, engage in business…
Added 3 hours ago
NB
Senior Advisor Cybersecurity
National Bank of Canada
Montreal, QC
- Temporary
A career as a Senior Cybersecurity Advisor in
Added 3 hours ago
NB
Senior Advisor Regulatory Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Chief Advisor in the Prudential Standards and Oversight Office at National Bank means playing a central role in strengthening the Bank’s prudential risk governance, regulatory…
Added 3 hours ago
AH
Senior Advisor
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…supported, and empowered to do their best work. We're looking for a Senior Advisor, Psychological Health & Safety (PHS) to join our People Experience team. This is a unique opportunity to…
Added 3 hours ago
AH
Operational Clinical Informatics Lead
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…across clinical environments. The OCIL serves as a trusted advisor to clinical and operational leaders, supporting the effective use of digital health tools to improve patient care, staff…
Added 3 hours ago
AH
Advisor - Board Coordination
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
Transition Company: Assisted Living Alberta Classification: Advisor Union: Exempt Unit and Program: ALA Corporate Office Primary Location: Seventh Street Plaza Location Details: As Per…
Added 4 hours ago
Senior Manager, Leadership Recruiting
Bain & Company
Toronto, ON
As a Senior Manager within our Leadership Recruiting (LR) team, you will partner with senior stakeholders, including Regional Practice Leads, Global Practice Leads and Office Heads, and…
Added 7 hours ago
DM
Cybersecurity Lead
Discovery Mining Ltd
Toronto, ON
- Full-time
Serve as the primary cybersecurity advisor to business, operational, and technology stakeholders.
Added 9 hours ago
RB
Senior Will and Estate Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 10 hours ago
MS
Organizational Dashboard Director
Morgan Stanley
Montreal, QC
- Full-time
…management and compensation processes for Morgan Stanley's most senior management, providing leadership with a holistic view of individual and organizational…
Added 11 hours ago
M
AI Business Solutions
Microsoft
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
- Full-time
We are seeking an experienced Copilot Cloud Solution Architect to serve as a trusted advisor and technical leader for Microsoft's strategic Retail & Consumer Goods customers.
Added 13 hours ago
GS
Spécialiste Amélioration Continue (Senior)
Groupe SII
Montreal, QC
- Full-time
En tant qu’agent de changement senior et bâtisseur de culture, vous dirigerez des initiatives d’amélioration à fort impact à travers l’organisation, influencerez les leaders à différents…
Added 13 hours ago
B
Head of Shopper and Customer Marketing - Canada
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Montreal, QC
- Full-time
Act as a trusted advisor, bringing category, shopper, and market expertise to customer channel directors to help decisions,
Added 13 hours ago
RG
Vice-président(e), tarification / VP, Underwriting
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Toronto, ON · Montreal, QC · Canada, Toronto, RGA Re
- Full-time
Added 14 hours ago
UO
Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Acts as a trusted advisor by providing guidance on partnership opportunities, service delivery models, implementation approaches, and governance structures.
Added 14 hours ago
M
Administrative Assistant
MNP
Abbotsford, BC
- Full-time
Make an impact with our Administration team as a Senior Administrative Assistant. This diverse team of professionals directly contributes to the success of the firm by supporting internal…
Added 15 hours ago
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Spécialiste Amélioration Continue (Senior)
SII Canada
Montreal, QC
- Full-time
En tant qu’agent de changement senior et bâtisseur de culture, vous dirigerez des initiatives d’amélioration à fort impact à travers l’organisation, influencerez les leaders à différents…
Added 15 hours ago
B
Senior Insurance Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
We are currently hiring an Insurance Advisor or Senior Insurance Advisor based in our Cambie Service Location!
Added 15 hours ago
D
Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
Stakeholder management: Develop and maintain relationships with senior client stakeholders and key decision makers, and establish credibility as a trusted advisor on M&A and Human Capital…
Added 15 hours ago
CT
Principal Solutions Consultant – Salesforce & Digital Transformation
Chapman Tate Associates
Canada
- Full-time
You'll act as a trusted advisor, bridging the gap between business requirements and technology while helping customers maximise the value of their systems.
Added 15 hours ago
EC
Director, Communications and Engagement
ErinoakKids Center for Treatment and Development
Mississauga, ON
- Full-time
As a member of the leadership team, the Director serves as a key advisor on organizational reputation, and contributes to planning, decision-making, and organizational change initiatives.
Added 15 hours ago
OH
Lead, Performance, Accountability & Funding Allocation
Ontario Health
Barrie, ON · Brampton, ON · Mississauga, ON
- Full-time
…Funding Allocation – Central Region, you will serve as a trusted advisor and primary contact for assigned Health Service Providers (HSPs), overseeing Service Accountability Agreements,…

ATB

Senior Personal Banking Advisor - Calgary Forest Lawn

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Posting language: English
Posted: Oct 22, 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

Shape the Future as a Senior Personal Banking Advisor at ATB Financial!

At ATB Financial, we’re not just about transactions; we’re about building lasting relationships and empowering clients to achieve their most ambitious financial goals. We’re looking for an experienced Senior Personal Banking Advisor to join our team and become a trusted partner for our valued clients, including high-net-worth individuals and small businesses.

Additional Information

This role requires Saturday shifts on a rotating basis
This role is based out of the Calgary Forest Lawn branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

As ATB’s next Senior Personal Banking Advisor, you will:

Be a Trusted Advisor: Deepen client relationships by providing personalized financial planning and sophisticated solutions. You’ll be the go-to expert for complex needs, including estate planning and intricate mortgages.
Elevate the Client Experience: Uphold our Experience Standards with unwavering commitment. Offer tailored advice that goes beyond the ordinary, addressing the unique circumstances of each client.
Connect and Collaborate: Demonstrate critical thinking to solve complex problems. Partner with internal teams (Wealth, Business) to provide holistic solutions for clients with multifaceted needs.
Nurture Relationships: Build and maintain strong connections through regular communication and follow-ups. Develop and implement relationship management plans for high-value clients.
Drive Growth: Achieve personal sales targets by cultivating a robust sales pipeline and expanding your book of business. Actively build and leverage an external network to generate new opportunities.
Champion Digital Fluency: Embrace new technologies and serve as a digital and omnichannel champion. Educate clients on digital tools and promote their adoption.
Act with Integrity: Optimize risk and compliance management, ensuring data privacy and security. Make confident, financially sound decisions that prioritize customer satisfaction and align with ATB’s risk culture.
Embrace Diversity and Community: Demonstrate cultural sensitivity and self-awareness, considering the varied needs and backgrounds of our clients. You’ll also invest in community involvement and represent ATB in the market.
Mentor and Lead: Continuously develop your technical skills and embody ATB’s leadership attributes. Share your expertise to build acumen within the team and assume leadership responsibilities as needed.

Skills, Experience & Requirements

Who You Are:

You are an experienced financial professional with a proven track record of building and growing a book of business. You possess deep knowledge of financial planning, estate planning, and complex mortgage products. You’re a natural connector, a lifelong learner, and passionate about delivering exceptional client experiences.

What You Bring:

1 to 2 years experience in processing and decisioning Mortgage application
Acquired and closed between 2 million and 4 million in Mortgage loans completed in 2026
4 - 6 years of experience in retail banking or a similar industry.
Proven track record of maintaining and growing a book of business.
Strong knowledge of financial planning, estate planning, and complex mortgage products.
PFSA, FP1 Accreditation is required.
Post-secondary degree/diploma in finance, business administration, or a related field or relevant work experience.

Ready to make a significant impact and shape the future of financial well-being? Join ATB Financial as a Senior Personal Banking Advisor and help our clients thrive!

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 Aboriginal 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 About employer

More about this job

Responsibilities

The Senior Personal Banking Advisor will deepen client relationships by providing personalized financial planning and sophisticated solutions for complex needs. They will also drive growth by achieving sales targets, managing a book of business, and collaborating with internal teams to deliver holistic financial services.

Requirements

Candidates must have 4-6 years of experience in retail banking and a proven track record in mortgage processing and business growth. A post-secondary degree or diploma in a relevant field and PFSA/FP1 accreditation are required.

Skills

Financial planning
Estate planning
Mortgage processing
Relationship management
Sales pipeline management
Critical thinking
Digital fluency
Risk management
Compliance management
Data privacy
Cultural sensitivity
Mentoring
Leadership
Business development

Benefits

Learning and development
Performance enablement
Inclusive programs

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Estate Planning
Mortgage
Retail Banking
Sales
Relationship Management
PFSA
FP1
Business Administration
Finance
Risk Management
Compliance
Digital Tools
Omnichannel
Leadership
Mentoring
Customer Experience
High-net-worth
Small Business

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