Elevate your career with ATB Financial as a Personal Banking Advisor. This role empowers you to make a difference in the financial well-being of clients, particularly high-net-worth individuals. As a Personal Banking Advisor, you will build strong relationships and offer tailored financial solutions.

Your expertise will enhance client experiences, guiding them through investment and lending options for their unique needs. The dynamic workplace encourages innovation and leverages ATB’s tools to improve services and client outcomes. Key Responsibilities:

- Offer customized financial guidance to high-net-worth clients
- Cultivate and expand relationships with ongoing communication
- Guide clients to suitable savings and investment products
- Manage the mortgage origination process with care
- Promote digital tools and educate clients on their use

Requirements:

- 3-5 years in banking or related sales experience
- Understanding of mortgage processes and lending products
- Strong communication and client relationship skills
- Post-secondary degree/diploma in finance or relevant field
- CSI Personal Financial Services Advice (PFSA) preferred

Contribute to clients’ financial health while advancing your career with ATB Financial.

📌 Personal Banking Advisor at ATB Financial (Edmonton)
🏢 ATB Financial
📍 Edmonton