Senior Personal Banking Advisor - Edmonton Unity Square

At ATB Financial, we’re not just about transactions; we’re about building lasting relationships and empowering clients to achieve their most ambitious financial goals. We’re looking for an experienced Senior Personal Banking Advisor to join our team and become a trusted partner for our valued clients, including high-net-worth individuals and small businesses.

This role requires Wednesday evening & Saturday shifts on a rotating basis

This role is based out of the Edmonton Unity Square branch, but on occasion may be required to travel to neighbouring branches.

As ATB’s next Senior Personal Banking Advisor, you will:

Be a Trusted Advisor : Deepen client relationships by providing personalized financial planning and sophisticated solutions. You’ll be the go-to expert for complex needs, including estate planning and intricate mortgages.

Elevate the Client Experience : Uphold our Experience Standards with unwavering commitment. Offer tailored advice that goes beyond the ordinary, addressing the unique circumstances of each client.

Connect and Collaborate : Demonstrate critical thinking to solve complex problems. Partner with internal teams (Wealth, Business) to provide holistic solutions for clients with multifaceted needs.

Nurture Relationships : Build and maintain strong connections through regular communication and follow-ups. Develop and implement relationship management plans for high-value clients.

Drive Growth : Achieve personal sales targets by cultivating a robust sales pipeline and expanding your book of business. Actively build and leverage an external network to generate new opportunities.

Champion Digital Fluency : Embrace new technologies and serve as a digital and omnichannel champion. Educate clients on digital tools and promote their adoption.

Act with Integrity : Optimize risk and compliance management, ensuring data privacy and security. Make confident, financially sound decisions that prioritize customer satisfaction and align with ATB’s risk culture.

Embrace Diversity and Community : Demonstrate cultural sensitivity and self-awareness, considering the varied needs and backgrounds of our clients. You’ll also invest in community involvement and represent ATB in the market.

Mentor and Lead : Continuously develop your technical skills and embody ATB’s leadership attributes. Share your expertise to build acumen within the team and assume leadership responsibilities as needed.

You are an experienced financial professional with a proven track record of building and growing a book of business. You possess deep knowledge of financial planning, estate planning, and complex mortgage products. You’re a natural connector, a lifelong learner, and passionate about delivering exceptional client experiences.

4 - 6 years of experience in retail banking or a similar industry.

Proven track record of maintaining and growing a book of business.

Strong knowledge of financial planning, estate planning, and complex mortgage products.

PFSA, FP1 Accreditation is required.

Post-secondary degree/diploma in finance, business administration, or a related field or relevant work experience.

Ready to make a significant impact and shape the future of financial well-being? Join ATB Financial as a Senior Personal Banking Advisor and help our clients thrive!