Senior Personal Banking Advisor - Calgary Forest Lawn

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

Job summary

ATB Financial is seeking a Senior Personal Banking Advisor in Calgary to deepen client relationships and provide sophisticated financial planning and mortgage solutions for high-net-worth clients and small businesses.

You will partner with Wealth and Business teams to deliver holistic, compliant financial guidance and actively grow your client book while upholding ATB’s service standards.

Qualifications

• Experienced financial professional with a proven track record of building and growing a book of business.
• Strong knowledge of financial planning, estate planning, and complex mortgage products.
• Ability to manage high-net-worth clients and small businesses with discretion and integrity.

Responsibilities

• Deepen client relationships by providing personalized financial planning and mortgage solutions.
• Collaborate with internal teams to offer holistic financial guidance.
• Maintain and grow a book of business with a targeted client base.
• Ensure compliance and risk-management standards are met.

Skills

Mortgage processing

Client relationship

Financial planning

Estate planning

Education

Post-secondary degree in finance or business

PFSA, FP1 Accreditation

Job description

About

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

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.

Ready to make a significant impact and shape the future of financial well-being? Join ATB Financial as a Senior Personal Banking Advisor and help our clients thrive!

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. If you need any accommodations throughout this process, please let us know at [e-mail]