Personal Banking Advisor - Grande Prairie Westview

ATB Financial; Grande Prairie; Presencial; CAD 60.000 - 90.000; Jornada completa

Descripción de la vacante

ATB Financial is seeking a Personal Banking Advisor to serve high-net-worth clients with tailored guidance on investments, lending and financial planning. You will build long-term relationships and deliver ATB’s full product and digital-tool suite to support client goals within a community-focused bank.

You’ll work across Grande Prairie locations, travel as needed, and uphold privacy and regulatory standards while achieving personal sales targets and contributing to branch success.

Formación

• 3–5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences.
• Retail banking experience or a similar field.
• CSI PFSA qualification is considered a valuable asset.
• Home financing experience and qualification, including residential mortgage origination and lending processes.

Responsabilidades

• Be a Trusted Financial Partner: Offer customized guidance and solutions tailored to high-net-worth clients.
• Build Lasting Relationships: Cultivate client relationships with proactive outreach and follow-ups.
• Drive Sales with Expertise: Guide clients toward savings, investments, and lending products.
• Connect and Collaborate: Work with internal partners to leverage ATB’s full suite of services.
• Champion Digital Innovation: Promote ATB’s digital tools and omnichannel adoption.
• Be a Community Ambassador: Represent ATB in the market and community.
• Act with Integrity: Ensure data privacy and regulatory compliance.
• Achieve Success: Meet personal sales targets and grow the branch’s pipeline.

Conocimientos

Sales

Relationship building

Digital tools

Teamwork

Curiosity

Educación

Finance degree

Business degree

Herramientas

PFSA

Mortgage origination

Descripción del empleo

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 required to work at both Grande Prairie Westview and GP Northview branches. The team member will be required to provide their own transportation to both locations.
• This role is based out of the Grande Prairie Westview branch, but on occasion may be required to travel to neighbouring branches.

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 encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply.

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.