Business Advisor, Calgary

ATB Financial; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a proactive Business Advisor to drive new business relationships and enhance client satisfaction. In this role, you will leverage your financial expertise and networking skills to exceed sales targets while nurturing valuable connections within the community. You will manage complex transactions and provide tailored solutions to clients, ensuring long-term success and satisfaction. If you're motivated by impact and thrive in a collaborative environment, this opportunity is perfect for you.

Qualifications

• 3-5 years experience in retail and/or business banking.
• Demonstrated ability to generate new business and grow existing client relationships.

Responsibilities

• Identify and develop new business relationships with entrepreneurs and small businesses.
• Meet and exceed sales targets while nurturing existing client relationships.

Skills

Networking

Financial Acumen

Communication

Sales Strategy

Client Relationship Management

Education

Post-secondary degree/diploma in finance

Business administration

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

As ATB’s next EFS Business Advisor, your primary focus will be proactively identifying, acquiring, and developing new business relationships, while also strategically nurturing and deepening these relationships for long-term value. You consistently strive to exceed targets by leveraging your strong financial expertise and networking abilities. You excel at building your professional brand to create impactful Centres of Influence (COI) that enhance financial well-being throughout Everyday Financial Services (EFS) and our communities. You expertly manage complex retail and business transactions, translating information into clear and tailored solutions for our clients.

Accountabilities

• You actively drive a healthy pipeline of new entrepreneur and small business clients, while concurrently nurturing and expanding relationships with existing clients.
• You are accountable for consistently meeting and exceeding sales targets by leveraging your comprehensive knowledge of finance, business management, and market trends to provide tailored solutions and strategic advice to clients.
• You strengthen long-term client relationships by serving as a trusted advisor, proactively addressing their financial needs, and ensuring they have access to ATB’s full suite of products and digital banking services.
• You translate annual sales targets into actionable plans and daily routines, consistently tracking progress and making adjustments as necessary to ensure success.
• You cultivate your professional network to create impactful Centers of Influence (COI) that enhance ATB’s visibility within the business community, and drive new business leads.
• You expertly manage complex retail and business banking transactions in all systems and platforms required.
• You uphold ATB’s Risk Management policies and procedures, ensuring the integrity of all client interactions and transactions, while championing best practices and collaborative efforts within your team.
• You consistently fulfill client needs by connecting them with the right ATB resources and services, maintaining a high level of client satisfaction and fostering long-term relationships.
• You hold yourself accountable to commitments, setting clear priorities and realistic timeframes to optimize efficiency and effectiveness in achieving your business development and sales goals.

Skills, experience & requirements

Your Attributes:

• You are highly motivated with a demonstrated ability to proactively identify, acquire, and develop new entrepreneur and small business relationships.
• You possess strong networking abilities and have experience establishing influential Centers of Influence (COI) to build business.
• You are a confident communicator, adapting your style to effectively convey complex information and build strong client trust.
• You are detail-oriented and results-driven, with a focus on translating annual sales targets into actionable plans, consistently tracking progress, and ensuring successful outcomes.
• You have expert knowledge of banking practices, financial acumen, and regulations, enabling you to confidently manage complex retail and business transactions.

Accreditation:

• Post-secondary degree/diploma in finance, business administration, or a related field.
• 3-5 years experience in retail and/or business banking.
• Demonstrated ability to generate new business and grow existing client relationships.

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 Relationsprogram 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 [e-mail]

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.