Personal Banking Advisors at ATB Financial build client relationships through tailored guidance, sales expertise, and complex lending knowledge in Carstairs. Occasional travel supports neighbouring branches.

This advisor serves retail personal and business clients, especially those with higher net worth. The work combines financial guidance, pipeline development, investments, mortgages, HELOCs, and digital adoption. Success requires thoughtful client engagement, collaboration, and regulatory care.

Key Responsibilities:

- Customize financial guidance for high-net-worth clients
- Build relationships through outreach and consistent follow-ups
- Recommend savings, investments, lending products, and credit cards
- Connect complex client needs with internal partners
- Promote ATB digital and omnichannel tools

Requirements:

- Three to five years converting sales pipelines
- Retail banking or similar industry experience
- Residential mortgage origination and lending experience
- Understanding of diverse lending products
- Finance or business diploma, degree, or relevant experience

Bring client-focused sales, mortgage lending, and relationship-building expertise to ATB Financial's Personal Banking Advisor team.

📌 Personal Banking Advisor Carstairs
🏢 ATB Financial
📍 Carstairs