Elevate your career as a Personal Banking Advisor at ATB Financial in Calgary, Alberta. Focus on high-net-worth clients by delivering tailored financial solutions and guidance every day.

As a Personal Banking Advisor at ATB, you will engage with clients to understand their financial objectives while helping them navigate complex lending products and investment options. This role requires experience in retail banking and the ability to foster strong relationships with clients, ensuring their evolving needs are met effectively.

Key Responsibilities:
• Offer customized financial solutions for high-net-worth clients
• Build and maintain robust client relationships through engagement
• Guide clients on investment, savings, and lending products
• Collaborate with internal teams to address complex needs




• Promote digital tools and innovations to enhance client experience

Requirements:
• 3-5 years of experience in sales pipeline conversion
• Relevant experience in retail banking or similar sectors
• Strong understanding of lending products and mortgage origination
• CSI Personal Financial Services Advice certification preferred
• Post-secondary degree/diploma in finance or business-related field

Become a trusted financial partner and help clients achieve their financial goals while thriving in a dynamic environment at ATB Financial.
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📌 Personal Banking Advisor Calgary Branch (Alberta)
🏢 ATB
📍 Alberta