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.

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