Everyday Banking Advisor - Leduc

ATB Financial; City of Leduc; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading banking institution in Alberta is seeking a passionate Everyday Banking Advisor to empower clients in achieving their financial dreams. You will provide personalized advice on banking products, drive sales through understanding client needs, and build lasting relationships. With a commitment to inclusivity and continuous improvement, we're looking for someone with 2-4 years of relevant experience and a degree in finance or business administration. Join us to make a real difference in the community.

Qualifications

• 2-4 years of experience creating remarkable client experiences and developing strong relationships.
• 1-3 years of relevant experience in the retail banking industry or a similar field.
• Experience with lending products (loans, credit cards, etc.) is considered an asset.

Responsibilities

• Provide personalized advice on personal banking products.
• Guide clients toward the best savings and investment products.
• Utilize networking skills to identify referral opportunities.
• Deepen client connections through tailored, personalized advice.
• Demonstrate cultural sensitivity and self-awareness.
• Promote digital tools and educate clients on their use.
• Manage risk and compliance requirements effectively.
• Safeguard client information and uphold data privacy.

Skills

Client relationship building

Sales

Networking

Cultural sensitivity

Digital tools promotion

Education

Post-secondary degree/diploma in finance or business administration

Job description

About

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.

Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!

At ATB Financial, we’re not just about banking; we’re about building relationships and empowering Albertans to achieve their financial dreams. We’re looking for our next Everyday Banking Advisor who’s passionate about connecting with people, understanding their needs, and providing solutions that truly make a difference.

Additional Information

• This role requires Wednesday evening & Saturday shifts on a rotating basis
• This role is based out of the Leduc branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

• Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and elevate complex needs to senior team members.
• Drive Sales with Purpose: Guide retail personal and business clients toward the best savings, investment, and lending products for their short‑term and long‑term goals, including registered and non‑registered investments, credit cards, and less complex lending options.
• Connect and Collaborate: Utilize your exceptional networking skills to identify referral opportunities within ATB, ensuring clients access our full suite of services and the right expertise.
• Build Lasting Relationships: Deepen client connections by understanding our experience standards and offering tailored, personalized advice.
• 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.
• Champion Digital Innovation: Promote digital tools and educate clients on their use, staying up‑to‑date with the latest digital trends and technologies.
• Act with Integrity: Take ownership of risk and compliance management, adhering to regulatory requirements and protecting client information from potential threats.
• Ensure Data Security: Safeguard client information and uphold data privacy and security standards.

Skills, Experience & Requirements

Who You Are

You're a natural connector who thrives in inclusive and collaborative environments. You're curious, eager to learn, and always focused on providing an exceptional client experience. You embrace new technologies and are committed to continuous improvement.

What You Bring

• 2-4 years of experience creating remarkable client experiences and developing strong relationships.
• 1-3 years of relevant experience in the retail banking industry or a similar field.
• Experience with lending products (loans, credit cards, etc.) is considered an asset.
• An unwavering passion for sales and relationship building and management.
• Post‑secondary degree/diploma in finance, business administration, or relevant work experience.

Ready to reimagine possibilities and help our clients thrive? Join ATB Financial and let’s make a real difference together!

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 [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.