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Added 30 mins ago
Senior Scheduler
Pomerleau
Vancouver, BC
$114,000 to $148,000 CAD / year
Full-time
As a Senior Scheduler working in the Technical Office team at Pomerleau Construction, you will play a pivotal role driving collaboration and communication as it relates to scheduling…
Added 30 mins ago
Electrical Engineer - Transportation Buildings
WSP in Canada
Markham, ON
Full-time
Contribute to client and stakeholder meetings, representing WSP’s technical expertise and values under the guidance of senior engineers.
Added 30 mins ago
Junior Designer, Electrical
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Full-time
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Senior Water Engineer
Stanley Consultants
St. Thomas, ON
Full-time
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Professional Senior, Engineering, Stress
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Requisition 15556 Professional Senior, Engineering, Stress
Added 30 mins ago
Student, IT, Data Science and Software, Calgary (May 2027)
Cenovus Energy
Calgary, AB
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Added 45 mins ago
Talent Acquisition Partner
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Software Chief Engineer
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Absorb
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Sales Commission Manager
Geotab
Toronto, ON · Oakville, ON · Waterloo, ON
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Added 2 hours ago
Executive Assistant Manager
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SAP SuccessFactors Engineer
Kamptos Technologies LLC
Toronto, ON
Contract
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Senior Specialist, Finance Business Applications
University of Ottawa
Ottawa, ON
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Reporting to the Senior Manager, Finance Applications and Support, provides guidance and support to clients by translating business requirements into technical specifications particularly…
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Senior Advisor, Program Management
University of Ottawa
Ottawa, ON · Tabaret Hall
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Added 2 hours ago
Server
Retirement Concepts
Summerland, BC
$23.89 to $25.82 CAD / hour
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Senior Software QA Tester
Alimentiv
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$89,000 to $138,000 CAD / year
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The Senior Software QA Tester is responsible for leading test strategy, execution, and quality outcomes for Alimentiv's regulated medical imaging software and hardware products, bringing…
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Project Manager, Sales Enablement & Executive Customer Engagement
Husky Technologies
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…Husky delivers clear, compelling, and consistent narratives to senior customer audiences while enabling the sales organization with scalable, high-impact materials aligned to strategic…
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Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
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Translate complex data into clear, actionable recommendations for senior leadership
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Strategy Director
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Leo Burnett Toronto is looking for a Strategy Director to join our team. Partnering closely with senior business and creative leaders, you will shape strategies that solve complex business…
Added 2 hours ago
Software Developer in Test II
CNN
Ottawa, ON · Kanata, ON
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As a Software Developer in Test II, you’ll be responsible for ensuring quality releases of CNN Digital products. You’ll contribute to test automation and all testing stages throughout SDLC.…
Added 2 hours ago
Senior Manager, Organic Growth
Mistplay
Toronto, ON
$120,000 to $165,000 CAD / year
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Added 2 hours ago
Financial Analyst (Consolidation)
Husky Technologies
Bolton, ON
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This role provides exposure to GPGI Inc.’s senior and executive levels of management throughout the organizational structure, which allows for a global scope, significant complexity (number…
Added 2 hours ago
Product Manager, Information Technology (Strategic Portfolio) – 1 Year Contract/Job Rotation
City of Burlington
SIMS Square
Full-time
The Product Manager, Information Technology, Strategic Portfolio is a senior strategic role reporting to the Director/Chief Information Officer and working across the Information Technology…

ATB

Senior Personal Banking Advisor - Lethbridge Mayor Magrath

Lethbridge, AB, Canada

Job type: Full-time
Experience: 4 - 6 years of experience in retail banking or a similar industry.
Posting language: English
Posted: Sep 23, 2026

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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.

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Additional Information

This role requires Saturday shifts on a rotating basis.
This role is based out of the Lethbridge Mayor Magrath 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 also responsible for driving growth by achieving sales targets, managing a book of business, and promoting digital tools to clients.

Requirements

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

Skills

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

Benefits

Flexible programs
Inclusive work environment
Learning and development opportunities
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Financial Planning
Estate Planning
Mortgages
Retail Banking
Sales Targets
Relationship Management
Digital Fluency
Risk Management
Compliance
PFSA
FP1
Business Administration
Finance
High-net-worth
Small Business
Customer Experience
Leadership
Mentoring
Data Privacy

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