Personal Banking Advisor - Calgary Westhills

Personal Banking Advisor - Calgary Westhills

06 Sep
|
ATB Financial
|
Calgary

06 Sep

ATB Financial

Calgary

At ATB, we exist to make it possible for our clients, team members and communities. 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: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. We're on a continuous journey to build the most flexible and inclusive programs.

We want to enable your success through compelling and challenging work, performance enablement, and learning and development.

Elevate Your

Career as a Personal Banking Advisor at ATB Financial! At ATB Financial, we’re more than just a bank; We’re seeking a dynamic Personal Banking Advisor to join our team and make a meaningful impact on the lives of our clients, especially those with higher net worth. 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. Offer customized guidance and solutions tailored to the specific financial situations of high‑net‑worth clients. Proactively interact with these clients to ascertain their financial objectives and risk appetite, and identify situations requiring escalation due to complexity.

Cultivate strong client relationships through consistent communication, follow‑ups, and proactive outreach. Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections. Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals.

This includes registered and non‑registered investments, credit cards, and complex credit/lending products like mortgages and HELOCs.

Champion Digital Innovation:



Be a subject matter expert in ATB’s digital and omnichannel adoption, promoting digital tools and educating clients on their use.

Be a Community Ambassador: Demonstrate cultural sensitivity and self‑awareness, investing in community involvement and representing ATB in the market. Ensure data privacy and security, and optimize risk and compliance management by adhering to regulatory requirements. Achieve personal sales targets and goals, building a strong sales pipeline to contribute to the success of the branch, market, and overall business. 3–5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences. ~ Relevant experience in the retail banking industry or a similar field. ~ Completion of CSI Personal Financial Services Advice (PFSA). ~ A comprehensive understanding of a diverse range of lending products, including but not limited to: residential mortgages, various types of loans (i.e. personal), credit card offerings and lending solutions.

This experience encompasses familiarity with product features, eligibility criteria, and the lifecycle of these financial instruments. ~ Post‑secondary degree/diploma in finance, business administration, or relevant work experience. Join ATB Financial and help our clients thrive! We encourage candidates from all work backgrounds, equity‑seeking communities and experience levels to apply.

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.

Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to. #

📌 Personal Banking Advisor - Calgary Westhills
🏢 ATB Financial
📍 Calgary

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