Senior Personal Banking Advisor - Lethbridge Mayor Magrath

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

Job summary

ATB Financial in Alberta seeks a Senior Personal Banking Advisor to deepen client relationships and help clients achieve ambitious financial goals. You will be a trusted partner for high-net-worth clients and small businesses, offering personalized planning and sophisticated mortgage solutions.

Join a high-performance, inclusive culture; travel to neighboring branches as needed; PFSA/FP1 accreditation and a finance-related degree are required.

Qualifications

• 4–6 years in retail banking or similar industry.
• Proven track record of growing a book of business.
• Strong knowledge of financial planning, estate planning and complex mortgage products.
• PFSA and FP1 Accreditation is required.
• Post-secondary degree/diploma in finance, business administration, or related field or relevant work experience.

Responsibilities

• Deepen client relationships with personalized financial planning and sophisticated solutions.
• Elevate the client experience by delivering tailored advice for each client.
• Collaborate with Wealth and Business teams to provide holistic solutions.
• Develop relationship management plans for high-value clients.
• Grow the book of business through sales and external networking.
• Promote digital tools and omnichannel services to clients.

Skills

Book of business growth

Financial planning

Estate planning

Mortgage products

Client relationship

Education

Finance degree or related

PFSA FP1 Accreditation

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).

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 Lethbridge Mayor Magrath 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.

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!

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.

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].

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.