Personal Banking Advisor - Calgary West Springs

ATB; Calgary; On-site; CAD 52,000 - 76,000; Full time

Job summary

ATB Financial is seeking a dynamic Personal Banking Advisor to join our Calgary team and support high-net-worth clients with customized financial guidance. You will build lasting relationships, expand the client base, and drive sales across savings, investments, and lending products.

The role requires 3–5 years of sales experience in retail banking or a related field, with residential mortgage origination knowledge and PFSA certification considered an asset.

Qualifications

• 3–5 years of experience identifying and converting a sales pipeline and delivering exceptional client experiences.
• Retail banking experience or a similar field is required.
• PFSA certification is considered a valuable asset.
• Home financing experience including residential mortgage origination and lending processes.
• Degree or diploma in finance, business administration, or related field.

Responsibilities

• Provide tailored guidance and solutions to high-net-worth clients.
• Build and maintain strong client relationships and grow the pipeline.
• Guide clients to savings, investments, and lending products for their goals.
• Collaborate with internal partners to leverage ATB's full range of services.
• Promote digital tools and omnichannel adoption to improve client experience.

Skills

Sales pipeline

Client relationships

Financial guidance

Digital tools

Team collaboration

Education

Finance degree

PFSA certification (CSI)

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.

Additional Information

• This role requires Saturday shifts on a rotating basis
• This role is based out of the Calgary West Springs branch, but on occasion may be required to travel to neighbouring branches.

Accountabilities

• 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.

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.