Advise high-net-worth clients at ATB Financial using personalized guidance, complex lending expertise, and residential mortgage origination knowledge. Build trusted relationships through proactive outreach.
As a Personal Banking Advisor, you will support retail personal and business clients with savings, investments, credit, and lending solutions. You will identify financial objectives, assess risk appetite, and recognize complex situations requiring escalation. The position combines relationship building, sales pipeline development, mortgage expertise, and digital adoption.
Key Responsibilities: Customize guidance for high-net-worth clients’ financial situations
Manage residential mortgages from application through funding
Recommend savings, investment, credit, and lending products




Build client relationships through communication and proactive outreach
Promote ATB digital tools and omnichannel adoption
Requirements: Three to five years identifying and converting sales pipelines
Retail banking or similar industry experience
Residential mortgage origination and end-to-end lending experience
Experience navigating complex lending and credit analysis
Finance or business degree, diploma, or relevant experience
Bring mortgage origination, client guidance, sales expertise, and lending knowledge to Personal Banking Advisor work at ATB Financial.

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📌 Personal Banking Advisor Mortgage Specialist (Alberta)
🏢 Avenue.io
📍 Alberta