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Added 4 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
Joliette, QC
- Full-time
Stakeholder leadership & partnership Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 4 hours ago
VS
Secondary Counsellor (Continuing Full-Time with Benefits)
Vancouver School Board
Vancouver, BC
- Full-time
Recent Graduates to include your Faculty Advisor, School Advisor(s), Practicum or Clinic Supervisor(s) and one or more of the following: Principal, Vice principal or most recent previous…
Added 4 hours ago
W
HSE Specialist
Worley
AB · Edmonton, AB
- Full-time
The HSE Advisor facilitates the safe performance of work. The aim of this role is to utilize professional judgement in assessing risk, reviewing risk and work practices, and determining the…
Added 6 hours ago
R
Senior Manager, Risk Management & Compliance
RBC
Halifax, NS · Toronto, ON
- Full-time
Act as a key risk analyst and advisor to all teams under Enterprise Platform Services in RBC Tech Infrastructure with respect to Network & Collaboration Services, Shared Platform Services,…
Added 8 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
St. John's, NL
- Full-time
Stakeholder leadership & partnership Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 8 hours ago
M
AI Business Solutions
Microsoft
Calgary, AB
- 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 10 hours ago
AF
Personal Banking Advisor - Calgary Marda Loop
ATB Financial
Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 11 hours ago
T
Senior Audit Group Manager, Financial Crimes COE(1011)
TD
Toronto, ON
- Full-time
Act as the lead audit advisor by providing guidance on emerging trends and issues to the senior leadership team to bring about meaningful improvements
Added 11 hours ago
T
Senior Group Manager, Audit - Cybersecurity (ATH 1099)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 11 hours ago
IE
Analyst, Information Security
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
Act as an Information Security subject matter resource and trusted advisor to business partners and IMAX project teams on security risks, requirements and mitigation strategies.
Added 11 hours ago
T
Senior Audit Manager, Quality Control Financial Crimes Audit (1140)
TD
Toronto, ON
- Full-time
Strategic advisor to leadership team on the management of the portfolio and financials, with deep industry, external / internal, enterprise knowledge, recognizing and anticipating emerging…
Added 11 hours ago
C
Sr. Team Leader, Wealth Client Services
CIBC
Toronto, ON
- Full-time
…activities. Coach to ensure joint participation between each Advisor and Associates as it relates to monthly contact planning. Lead product knowledge meetings with the Private Wealth team.…
Added 12 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
Edmonton, AB
- Full-time
Stakeholder leadership & partnership Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 14 hours ago
CD
School Training Advisor (CFP des Carrefours)
Centre de services scolaire Marguerite-Bourgeoys - CSSMB
Montreal, QC
- Full-time
The school training advisor supports and assists future students as well as enrolled students in their vocational training journey. The person primarily works with an adult clientele, while…
Added 14 hours ago
S
Platform and Security Growth Business Account Executive
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
…Cloud product sales while establishing yourself as a trusted advisor to our customers. This is a Canada-based, quota-carrying role supporting our GRB (Growth Business) segment in…
Added 15 hours ago
UO
Principle Systems Engineer
University of Alaska Fairbanks Petroleum Engineering
Engineer, BC
- Full-time
…Intelligence Community. Our division is a key component of national security, providing technological solutions and expert mission support. Become part of a team dedicated to making a…
Added 15 hours ago
PD
Regional Director - Clinic Support
Passion Dental Group
Calgary, AB
- Full-time
Comprehensive Benefits – Full benefits package to support your health, wellness, and financial security
Added 15 hours ago
VG
Airport Technician 3 (Heavy Duty Mechanic)
Vantage Group
Kamloops, BC
- $45.3 CAD / hour
- Full-time
Vantage Group is a global leader in airport and transportation investment, development, management, and advisor services. Since 1994, Vantage's corporate and network-wide team has managed…
Added 15 hours ago
Information Security Trust and Compliance Adviser - Toronto, ON
Flight Centre
ON
Information Security Trust and Compliance Advisor
Added 16 hours ago
C
Human Resources Advisor
Co-op
Winkler, MB
- Full-time
The Human Resources Advisor supports Gardenland Co-op's mission, values, and business objectives by providing professional human resources and health and safety support across the…
Added 16 hours ago
M
Lead Solution Architect
Manulife
Toronto, ON · Waterloo, ON · Regina, SK · Vancouver, BC · Halifax, NS · Calgary, AB
- Full-time
Act as the senior architecture advisor to business and technology executives.
Added 18 hours ago
A
Personal Banking Advisor - Calgary West Springs
ATB
Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 19 hours ago
A
Health, Safety And Environment Advisor
Actalent
Oshawa, ON
- $43 to $55 CAD / hour
- Full-time
Job Title: Health, Safety and Environment Advisor
Added 19 hours ago
A
Senior Personal Banking Advisor - Edmonton Unity Square
ATB
Edmonton, AB
- Full-time
Shape the Future as a Senior Personal Banking Advisor at ATB Financial!
Added 19 hours ago
W
HSE Specialist II
Worley
Edmonton, AB
- Full-time
The HSE Advisor facilitates the safe performance of work. The aim of this role is to utilize professional judgement in assessing risk, reviewing risk and work practices, and determining the…

ATB

Senior Personal Banking Advisor - Edmonton Unity Square

Edmonton, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 4 - 6 years of experience in retail banking or a similar industry.
Posting language: English
Posted: Oct 2, 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 Wednesday evening & Saturday shifts on a rotating basis
This role is based out of the Edmonton Unity Square 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:

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.

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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 are responsible for driving growth through sales targets, managing high-value client relationships, and acting as a digital champion within the branch.

Requirements

Candidates must have 4-6 years of experience in retail banking or a similar industry with a proven track record of growing a book of business. Required qualifications include PFSA and FP1 accreditation, along with a post-secondary degree or diploma in finance or business.

Skills

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

Benefits

Flexible programs
Inclusive programs
Performance enablement
Learning and development

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Financial Planning
Estate Planning
Mortgages
Retail Banking
PFSA
FP1
Relationship Management
Sales
Business Development
Digital Fluency
Risk Management
Compliance
Data Privacy
Leadership
Mentoring
Customer Service
Financial Services
Wealth Management
Small Business

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