Personal Banking Advisor - Calgary Marda Loop

ATB Financial; Calgary; On-site; CAD 70,000 - 110,000; Full time

Job summary

ATB Financial is seeking a Personal Banking Advisor in Calgary to empower high-net-worth clients with tailored financial guidance, investments, mortgages and lending solutions. You will foster strong relationships, expand the client base, and deliver personalized service across ATB’s digital and omnichannel platforms.

You will collaborate with partners to address complex needs, uphold data privacy, and meet personal sales targets while contributing to branch and market success in Alberta.

Qualifications

• Proven ability to identify and convert a sales pipeline while delivering exceptional client experiences.
• Experience in retail banking or similar financial services.
• Familiarity with mortgage origination and lending processes.
• Strong understanding of a diverse range of lending products and features.
• Post-secondary degree in finance, business or related field.

Responsibilities

• Act as a trusted financial partner for high-net-worth clients, tailoring guidance to objectives and risk appetite.
• Build lasting relationships through proactive outreach and regular client communication.
• Guide clients to suitable savings, investment and lending solutions, including mortgages and HELOCs.
• Collaborate with internal partners to leverage ATB’s full suite of services.
• Promote ATB’s digital tools and omnichannel capabilities to enhance client experience.

Skills

Relationship building

Sales experience

Client communication

Digital tools adoption

Education

Post-secondary degree/diploma in finance or business

CSI PFSA credential (asset)

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 dynamic Personal 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.
• 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.

Skills, Experience & Requirements

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.
• Appropriate home financing experience and qualification, including a strong background in residential mortgage origination and lending processes.
• 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.

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.