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⏰ Full-time

Expert Personal Banking Advisor Role

ATB Financial
Location πŸ“ calgary, Canada
Posted πŸ“… June 01, 2026
Work Type ⏰ Full-time

Position Overview

Join as a Personal Banking Advisor dedicated to high-net-worth clientele. Utilize your skills to deliver personalized financial solutions and enhance client experiences effectively.

In this position, you will focus on guiding clients through intricate financial landscapes. Emphasizing relationship-building, your proactive approach will ensure you exceed sales targets while fostering trust. You'll also advocate for digital tools, aligning with the needs of clients in a modern banking environment.

Key Responsibilities:
β€’ Engage high-net-worth clients with tailored financial advice
β€’ Foster strong relationships through proactive outreach
β€’ Guide clients towards optimal investment and lending choices
β€’ Partner with internal teams to meet diverse client needs
β€’ Promote ATB’s digital services to enhance client engagement

Requirements:
β€’ 3–5 years in a similar banking environment
β€’ Completion of CSI Personal Fina...

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Job Details

⏰
Employment Type
Full-time
πŸ“Š
Category
Human Resources
🏠
Work Arrangement
On-site
πŸ“
Location
calgary, Canada