Personal Banking Advisor - Calgary, Edmonton, and Surrounding Areas

Avenue.io Inc.; Edmonton; On-site; CAD 75,000 - 105,000; Full time

Benefits offered by this job

Continuous professional development

Annual bonus program

Health Spending and Wellness accounts

Pension plan and banking perks

Generous vacation and floater days

Job summary

ATB Financial seeks a dynamic Personal Banking Advisor to empower clients with high net worth. You’ll guide investments, mortgages, and banking solutions while fostering trusted relationships and expanding your client base.

The role emphasizes digital tools, compliance, and community engagement to deliver exceptional client experiences. You will collaborate across teams to tailor advice, manage complex lending, and meet personal sales targets within a supportive, inclusive culture that values

Qualifications

• 3–5 years of experience identifying and converting a sales pipeline.
• Experience in retail banking or a similar field.
• CSI PFSA certification is an asset.
• Proven background in residential mortgage origination and end-to-end lending processes.
• Understanding of a diverse range of lending products and features.

Responsibilities

• Be a trusted financial partner offering customized guidance to high-net-worth clients.
• Build lasting client relationships through proactive outreach and follow-ups.
• Drive sales with expertise in savings, investments, and lending products.
• Deliver specialist mortgage solutions from application to funding.
• Collaborate with internal partners to leverage ATB’s full suite of services.
• Champion ATB’s digital tools and omnichannel adoption.
• Be a community ambassador through cultural sensitivity and involvement.
• Ensure data privacy and regulatory compliance.
• Achieve personal sales targets and grow the branch’s pipeline.

Skills

Sales pipeline

High-net-worth service

Retail banking

Relationship building

Financial advisory

Education

Finance or business degree

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

Elevate Your Career as a Personal Banking Advisor at ATB Financial!

At ATB Financial, we’re more than just a bank; we’re a catalyst for financial well-being and a partner in realizing Albertans’ aspirations. We’re seeking a dynamicPersonal Banking Advisor to join our team and make a meaningful impact on the lives of our clients, especially those with higher net worth.

Accountabilities

As ATB’s next Personal Banking Advisor, you will:

• Be a Trusted Financial Partner: Offer customized guidance and solutions tailored to the specific financial situations of high-net-worth clients. Proactively interact with these clients to ascertain their financial objectives and risk appetite, and identify situations requiring escalation due to complexity.
• Build Lasting Relationships: Cultivate strong client relationships through consistent communication, follow-ups, and proactive outreach. Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections.
• Drive Sales with Expertise: Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes registered and non-registered investments, credit cards, and complex credit/lending products like mortgages and HELOCs.
• Deliver Specialist Mortgage Solutions: Act as a dedicated expert in residential home financing, managing the mortgage origination process from application through to funding, ensuring clients receive seamless, advice-led solutions.
• Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB’s full suite of services.
• Champion Digital Innovation: Be a subject matter expert in ATB’s digital and omnichannel adoption, promoting digital tools and educating clients on their use. Embrace new technologies to enhance efficiency and the client experience.
• Be a Community Ambassador: Demonstrate cultural sensitivity and self-awareness, investing in community involvement and representing ATB in the market.
• Act with Integrity: Ensure data privacy and security, and optimize risk and compliance management by adhering to regulatory requirements.
• Achieve Success: Achieve personal sales targets and goals, building a strong sales pipeline to contribute to the success of the branch, market, and overall business.

Knowledge, Skills and Experience

Who You Are:

You forge meaningful connections with clients, personalize your understanding of their needs, and offer thoughtful guidance to build their financial confidence. You thrive in collaborative environments, embrace new technologies, and are committed to continuous learning. You possess strong sales skills and approach complex problems with curiosity and a focus on the client experience.

What You Bring:

• 3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
• Relevant experience in the retail banking industry or a similar field.
• Possession of the CSI Personal Financial Services Advice (PFSA) is considered a valuable asset.
• Proven background in residential mortgage origination and end-to-end lending processes. You are comfortable navigating complex lending scenarios, conducting thorough credit analysis, and guiding clients through the entire mortgage journey with confidence.
• A comprehensive understanding of a diverse range of lending products, including but not limited to: various types of loans (i.e. personal), credit card offerings, and other lending solutions. This experience encompasses familiarity with product features, eligibility criteria, and the lifecycle of these financial instruments.
• Post-secondary degree/diploma in finance, business administration, or relevant work experience.

Our Commitment to You

We are committed to supporting your success with a total compensation package that reflects your contributions and fits your life outside of work:

• Growth that Matters: Access to continuous development opportunities and mentorship designed to sharpen your advisory skills and clear a path for your future career aspirations.
• Competitive Rewards: A base salary that reflects your expertise, paired with an annual bonus program that celebrates your individual performance and the results we achieve together.
• Life-Ready Benefits: Customizable benefits starting from Day 1, including Health Spending and Wellness accounts, to support your physical, mental, and financial health.
• Financial Future: An industry-leading pension plan and exclusive banking perks - including free accounts and preferred mortgage rates - designed to help you secure your own financial future while you help our clients secure theirs.
• Balance that Works: Generous vacation and floater days, all within a culture of "High Care" that understands you have a life, a family, and passions outside of the office.

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—and 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.