Wealth-Focused Personal Banking Advisor

ATB Financial; St. Albert; On-site; CAD 52,000 - 76,000; Full time

Job summary

ATB Financial is hiring a Personal Banking Advisor in Alberta to serve clients, including high-net-worth individuals, with tailored financial guidance. You will manage relationships, develop sales pipelines, and promote ATB’s digital tools across channels.

You will bring 3-5 years in retail banking, mortgage experience, and PFSA certification as a plus, contributing to branch growth and client financial well-being.

Qualifications

• 3-5 years of experience identifying and converting a sales pipeline.
• Relevant experience in retail banking or a similar field.
• PFSA certification is a valuable asset.
• Strong home financing knowledge incl. mortgage origination and lending processes.

Responsibilities

• Build trusted relationships with clients and understand their financial objectives.
• Drive sales by guiding clients to appropriate savings, lending, and investment products.
• Collaborate with internal partners to offer ATB’s full suite of services.
• Promote digital tools and omnichannel adoption to improve client experience.

Skills

Client relationships

Sales pipeline management

Mortgage lending

Financial advisory

Education

Finance or business degree

CSI PFSA certification

Job description

ATB Financial is hiring a Personal Banking Advisor in Alberta to serve clients, including high-net-worth individuals, with tailored financial guidance. You will manage relationships, develop sales pipelines, and promote ATB’s digital tools across channels.

You will bring 3-5 years in retail banking, mortgage experience, and PFSA certification as a plus, contributing to branch growth and client financial well-being.