Senior Personal Banking Advisor - Calgary Forest Lawn

ATB; Calgary; On-site; CAD 75,000 - 110,000; Full time

Job summary

ATB Financial in Calgary is seeking a Senior Personal Banking Advisor to deepen client relationships and deliver sophisticated financial planning and mortgage solutions. You will be a trusted partner for high-net-worth clients and small businesses, coordinating with Wealth and Business teams to provide holistic financial guidance.

This role requires Saturday shifts on a rotating basis and may involve travel to neighbouring branches, based out of the Forest Lawn Calgary branch.

Qualifications

• Deep knowledge of financial planning, estate planning and complex mortgage products.
• Proven ability to grow and manage a book of business.
• Strong client advisory and relationship management skills.

Responsibilities

• Be a Trusted Advisor by deepening client relationships with personalized financial planning and sophisticated solutions.
• Elevate client experience by upholding ATB’s Experience Standards and tailoring advice to each client’s situation.
• Collaborate with Wealth and Business teams to deliver holistic solutions for multifaceted clients.
• Nurture relationships through regular communication and proactive follow-ups; implement relationship management plans for high-value clients.
• Drive growth by maintaining a robust sales pipeline and expanding the book of business; build an external network.

Skills

Financial planning

Estate planning

Mortgage products

Relationship management

Sales & networking

Education

PFSA accreditation

FP1 accreditation

Finance/business degree or diploma

Job description

About the Role

Shape the Future as a Senior Personal Banking Advisor at ATB Financial!

At ATB Financial, we’re not just about transactions; we’re about building lasting relationships and empowering clients to achieve their most ambitious financial goals. We’re looking for an experienced Senior Personal Banking Advisor to join our team and become a trusted partner for our valued clients, including high-net-worth individuals and small businesses.

Additional Information

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

Accountabilities

• Be a Trusted Advisor: Deepen client relationships by providing personalized financial planning and sophisticated solutions. You’ll be the go‑to expert for complex needs, including estate planning and intricate mortgages.
• Elevate the Client Experience: Uphold our Experience Standards with unwavering commitment. Offer tailored advice that goes beyond the ordinary, addressing the unique circumstances of each client.
• Connect and Collaborate: Demonstrate critical thinking to solve complex problems. Partner with internal teams (Wealth, Business) to provide holistic solutions for clients with multifaceted needs.
• Nurture Relationships: Build and maintain strong connections through regular communication and follow‑ups. Develop and implement relationship management plans for high‑value clients.
• Drive Growth: Achieve personal sales targets by cultivating a robust sales pipeline and expanding your book of business. Actively build and leverage an external network to generate new opportunities.
• Champion Digital Fluency: Embrace new technologies and serve as a digital and omnichannel champion. Educate clients on digital tools and promote their adoption.
• Act with Integrity: Optimize risk and compliance management, ensuring data privacy and security. Make confident, financially sound decisions that prioritize customer satisfaction and align with ATB’s risk culture.
• 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.
• Mentor and Lead: Continuously develop your technical skills and embody ATB’s leadership attributes. Share your expertise to build acumen within the team and assume leadership responsibilities as needed.

Skills, Experience & Requirements

Who You Are:

You are an experienced financial professional with a proven track record of building and growing a book of business. You possess deep knowledge of financial planning, estate planning, and complex mortgage products. You’re a natural connector, a lifelong learner, and passionate about delivering exceptional client experiences.

What You Bring:

• 1 to 2 years experience in processing and decisioning Mortgage application
• Acquired and closed between 2 million and 4 million in Mortgage loans completed in 2026
• 4 - 6 years of experience in retail banking or a similar industry.
• Proven track record of maintaining and growing a book of business.
• Strong knowledge of financial planning, estate planning, and complex mortgage products.
• PFSA, FP1 Accreditation is required.
• Post‑secondary degree/diploma in finance, business administration, or a related field 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.

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.