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Added 10 mins ago
SL
Senior Data Analyst
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…into actionable insights that improve marketing performance, advisor engagement, sales outcomes, and the client experience. The team is evolving from primarily delivering reporting and…
Added 1 hour ago
A
Mining and Industrial Water Treatment Engineer
AECOM
Saskatoon, SK
- $115,000 to $180,000 CAD / year
- Full-time
Provide technical leadership and serve as a technical advisor to project teams.
Added 1 hour ago
ES
Senior AI/ML Delivery Manager
EPAM Systems
Toronto, ON
- Full-time
EPAM is looking for a Sr. AI/ML Delivery Manager to serve as the senior AI delivery advisor responsible for guiding our client’s engineering organization from isolated AI experimentation to…
Added 1 hour ago
MG
Wound/Ostomy Specialist
Michael Garron Hospital
Toronto, ON
- Full-time
The role of Specialist, Wound Ostomy acts as an expert consultant and advisor to the MGH Community including nursing and physicians in the treatment of ostomies, fistulas, and complex…
Added 1 hour ago
L
Senior Technology Manager - Security Engineering and Architecture
lululemon
Vancouver, BC
- Full-time
…our people, and the incredible connections we make in every community we're in. As a company, we focus on creating positive change to build a healthier, thriving future. In particular, that…
Added 4 hours ago
AC
HR Advisor – Maternity Leave Replacement
Alimentation Couche-Tard
Laval, QC
- Full-time
Reporting to the Director of Human Resources, the HR Advisor supports managers and employees by providing guidance on HR matters, interpreting policies, and assisting with recruitment,…
Added 4 hours ago
R
Sales Advisor
RONA
Longueuil, QC
- Full-time
Added 6 hours ago
YR
Future Opportunities-Secondary Teacher (LTO & Possible Contract) Technological Education 2026/2027
York Region District School Board
Aurora, ON
- Contract
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 6 hours ago
CD
Educational Advisor – Socio-Professional Integration (ISP) and Students with Special Needs (EBP)
Centre de services scolaire Marguerite-Bourgeoys - CSSMB
Westmount, QC
- Full-time
The Carrefour multiservice, located in Verdun, offers educational services tailored to the needs of its community. The team works with commitment and flexibility. Join a collaborative and…
Added 6 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 6 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
At Nelson Motors and Equipment, we're proud to be a trusted partner in our agricultural community. Our customers count on us for dependable service, expert support, and a shop experience…
Added 6 hours ago
B
Talent Acquisition Partner
BPA
Laval, QC
- Full-time
This is more than a recruitment role - it's an opportunity to become a trusted advisor to business leaders across Canada, helping them attract, engage and hire the talent that will shape…
Added 6 hours ago
J&
Director, Global Public Affairs
Johnson & Johnson
NB · Brunswick, NB
- Full-time
Serve as a strategic advisor to Therapeutic Area leadership, translating business priorities into external affairs strategies that advance patient access, protect and enhance reputation,…
Added 8 hours ago
L
Customer Sucess Manager Pricing Reference Services
LSEG
Toronto, ON
- Full-time
…solutions across their organizations. You will serve as a trusted advisor, helping customers navigate complex challenges, realize measurable value, and achieve their business…
Added 10 hours ago
AI Adoption & Engagement Lead
Bell
Toronto, ON
…strategies. You will act as an internal consultant and strategic advisor, working directly with business units to analyze current workflows and lead interactive discovery workshops. By…
Added 10 hours ago
NB
Wealth associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 10 hours ago
TD
Paid Media Strategist
Tiller Digital
Calgary, AB
- Full-time
We are a community of about 30 marketers and creative minds based in Calgary, AB. We care deeply about craft, character, ownership, and client outcomes. We seek feedback, close our gaps,…
Added 10 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 10 hours ago
D
Director, Partner Solution Engineer
Docker
Remote, Canada
- Full-time
- Remote
Added 11 hours ago
SD
Beauty Advisor, Contractor Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 13 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 15 hours ago
H
Senior Project Manager, Power Generation
HDR
Calgary, AB
- Full-time
…you could help make great things possible not only in your community, but around the…
Added 20 hours ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
Family Practitioner, Forensic Assertive Community Treatment
Added 20 hours ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Ross Memorial Hospital (RMH) is an active, acute-care community hospital located in the heart of the City of Kawartha Lakes. Among our acute and continuing care services, our team cares for…
Added 21 hours ago
NB
Senior Advisor, Quality Control
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor in quality control for Capital Markets client due diligence reviews at National Bank of Canada means acting as a subject matter expert in quality control and…

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.

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 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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