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Job summary

The Senior Personal Banking Advisor will deepen client relationships by providing personalized financial planning and sophisticated solutions for complex needs. They will also drive growth by achieving sales targets, managing a book of business, and collaborating with internal teams to provide holistic financial advice.

Job details

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 is a temporary 12 months opportunity This role requires Wednesday evening & Saturday shifts on a rotating basis This role is based out of the Calgary Westhills branch, but on occasion may be required to travel to neighbouring branches. Accountabilities As ATB’s next Senior Personal Banking Advisor, you will: 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. 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 talentteam@atb.com 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.

What you’ll do

The Senior Personal Banking Advisor will deepen client relationships by providing personalized financial planning and sophisticated solutions for complex needs. They will also drive growth by achieving sales targets, managing a book of business, and collaborating with internal teams to provide holistic financial advice.

Requirements

Candidates must have 4-6 years of experience in retail banking or a similar industry with a proven track record of business growth. A post-secondary degree or diploma in finance or business, along with PFSA and FP1 accreditation, is required.

Benefits

• Learning and development • Performance enablement • Flexible programs

Listed skills

• Customer service · Preferred
• Compliance · Preferred
• Risk Management · Preferred
• Financial planning · Preferred
• Critical Thinking · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial planning
• Estate planning
• Mortgage products
• Relationship management
• Sales pipeline
• Critical thinking
• Digital fluency
• Risk management
• Compliance
• Mentoring
• Customer service
• Business development
• Compliance Management
• Sales Pipelines
• Workplace Inclusivity
• Relationship Management
• Complex Problem Solving
• Self-Awareness
• Digital Literacy
• Data Privacy
• Reconciliation
• Business Administration
• Customer Service
• Communication
• Retail Banking
• Mortgage Loans
• Critical Thinking
• Finance
• Equities
• Estate Planning
• Sales
• Financial Planning
• Leadership
• Lifelong Learning
• Prioritization
• Cultural Sensitivity

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership
• Personal Banking Advisor
• Financial Relationship Manager
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents