Senior Personal Banking Advisor - Edmonton Unity Square

ATB; Edmonton; On-site; CAD 65,000 - 90,000; Full time

Job summary

ATB Financial invites an experienced Senior Personal Banking Advisor to join our Edmonton team. You will deepen client relationships, provide sophisticated financial planning, and support high-net-worth individuals and small businesses with complex mortgage needs.

You will lead with integrity, embrace digital tools, and collaborate across Wealth and Business units to deliver holistic banking solutions. Expect shifts Wed evenings and Saturdays, with travel to nearby branches as required.

Qualifications

• 4-6 years in retail banking or 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 related field or relevant work experience.

Responsibilities

• Be a Trusted Advisor: deepen client relationships with personalized financial planning and sophisticated solutions, including estate planning and mortgages.
• Elevate the Client Experience by upholding our Experience Standards and offering tailored advice.
• Connect and Collaborate: work with internal teams to provide holistic client solutions.
• Nurture Relationships: maintain strong connections through regular communication and follow-ups with high-value clients.
• Drive Growth: achieve personal sales targets by cultivating a robust sales pipeline and expanding the book of business.
• Champion Digital Fluency: educate clients on digital tools and promote their adoption.
• Act with Integrity: manage risk and ensure data privacy and compliance.
• Embrace Diversity and Community: engage with diverse client needs and contribute to community involvement.

Skills

Financial planning

Estate planning

Mortgage products

Book of business

PFSA accreditation

FP1 accreditation

Relationship building

Education

Finance or business degree

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

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 Wednesday evening & Saturday shifts on a rotating basis
• This role is based out of the Edmonton Unity Square 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:

• 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.

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