Elite Personal Banking Advisor - Edmonton Ellerslie

ATB; Edmonton; On-site; CAD 65,000 - 90,000; Full time

Job summary

ATB Financial is seeking a dynamic Personal Banking Advisor focused on high-net-worth clients in Edmonton. You will deliver personalized financial guidance, manage a robust sales pipeline, and collaborate across the bank to provide comprehensive solutions.

You will drive client outcomes by aligning savings, investments, and lending products while embracing ATB's digital tools and inclusive culture. This role supports community engagement and regulatory compliance.

Qualifications

• 3-5 years of experience identifying and converting a sales pipeline, delivering exceptional client experiences.
• Relevant experience in retail banking or a similar field.
• CSI PFSA certification is a valuable asset.
• Appropriate home financing experience and qualification, including residential mortgage origination.
• A broad understanding of lending products (personal loans, credit cards, mortgages, HELOCs).
• Post-secondary degree/diploma in finance or business administration or equivalent work experience.

Responsibilities

• Be a trusted financial partner offering tailored guidance to high-net-worth clients.
• Build lasting client relationships through proactive outreach and consistent communication.
• Drive sales by guiding clients to savings, investment and lending products.
• Collaborate with internal partners to leverage ATB’s full product suite.
• Champion ATB digital tools and omnichannel adoption with clients.
• Represent ATB in the market with a community-focused mindset.
• Maintain data privacy and regulatory compliance in all activities.
• Meet and exceed personal sales targets to support branch success.

Job description

ATB Financial is seeking a dynamic Personal Banking Advisor focused on high-net-worth clients in Edmonton. You will deliver personalized financial guidance, manage a robust sales pipeline, and collaborate across the bank to provide comprehensive solutions.

You will drive client outcomes by aligning savings, investments, and lending products while embracing ATB's digital tools and inclusive culture. This role supports community engagement and regulatory compliance.