At a Glance
- Tasks: Build lasting client relationships and provide personalized financial solutions.
- Company: Join ATB Financial, a leader in empowering clients to achieve their financial goals.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Embrace diversity and community involvement while advancing your career.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: Experience in retail banking and strong knowledge of financial planning required.
The predicted salary is between 66150 - 80850 $ per year.
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.
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.
Senior Personal Banking Advisor – Calgary Forest Lawn employer: ATB
ATB is an exceptional employer that prioritizes the well-being and growth of its team members, offering a high-care, high-performance culture that empowers individuals to make a meaningful impact. With a commitment to inclusivity and flexibility, ATB provides opportunities for professional development and a supportive environment where unique perspectives are celebrated. Located in Alberta, the hybrid work arrangement allows for a balanced work-life experience, making it an ideal place for those seeking a rewarding career in digital banking.
