Build high-net-worth client relationships as a Personal Banking Advisor at ATB Financial’s Carstairs branch, using financial guidance and sales expertise. Travel to neighbouring branches occasionally when required.
This Personal Banking Advisor position serves retail personal and business clients, especially those with higher net worth. You will assess objectives and risk appetite, recommend banking solutions, and identify complex situations requiring escalation. The work includes investments, mortgages, HELOCs, credit cards, and other lending products.
Key Responsibilities: Customize financial guidance for high-net-worth clients
Build relationships through outreach, communication, and follow-ups
Recommend savings, investment, and lending products




Connect with internal partners on complex client needs
Promote digital tools and omnichannel adoption
Requirements: Three to five years converting sales pipelines
Retail banking or similar industry experience
Residential mortgage origination and lending experience
Understanding of loans, credit cards, and lending solutions
Finance, business administration degree, diploma, or relevant experience
Apply financial guidance, relationship building, mortgage knowledge, and sales skills while supporting ATB clients from Carstairs.

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📌 Personal Banking Advisor Carstairs (Alberta)
🏢 ATB
📍 Alberta