In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a ...
After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another ...
After gaining the necessary experience in your role as a Banking Advisor, many options will be available to you. For example, you could advance in the same role, get promoted or move to another ...
Banking Advisor (On-Site)
Edmonton, AB · On-site
Edmonton A career as a Banking Advisor at National Bank is a varied role that allows you to live ... You'll adopt a friendly approach and use your analytical skills in order to offer a people-centric ...
Banking Advisor (On-Site)
Edmonton, AB · On-site
Edmonton A career as a Banking Advisor at National Bank is a varied role that allows you to live ... You'll adopt a friendly approach and use your analytical skills in order to offer a people-centric ...
Senior banking advisor (On-Site)
Edmonton, AB · On-site
With your expertise in banking, you'll offer a people-centric experience to branch clients and be a resource person for your colleagues. Your job * Listen to clients' needs and resolve highly complex ...
Senior banking advisor (On-Site)
Edmonton, AB · On-site
With your expertise in banking, you'll offer a people-centric experience to branch clients and be a resource person for your colleagues. Your job * Listen to clients' needs and resolve highly complex ...
Advisory services, Commercial banking Location(s ... Edmonton A career as Senior Relationship Manager in the Commercial & Wealth management team means ...
Advisory services, Commercial banking Location(s ... Edmonton A career as Senior Relationship Manager in the Commercial & Wealth management team means ...
Associate, Corporate Finance
Edmonton, AB · On-site
Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join our team in Calgary, Edmonton or Winnipeg to play a key role across all aspects of transaction ...
Associate, Corporate Finance
Edmonton, AB · On-site
Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join our team in Calgary, Edmonton or Winnipeg to play a key role across all aspects of transaction ...
With over 100 professionals across Canada and a global network of 3,000+ bankers in 160 offices, we combine local execution expertise with global reach. KPMG Corporate Finance is consistently ranked ...
With over 100 professionals across Canada and a global network of 3,000+ bankers in 160 offices, we combine local execution expertise with global reach. KPMG Corporate Finance is consistently ranked ...
Senior Banker
Edmonton, AB · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
Senior Banker
Edmonton, AB · On-site
Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the ...
With over 100 professionals across Canada and a global network of 3,000+ bankers in 160 offices, we combine local execution expertise with global reach. KPMG Corporate Finance is consistently ranked ...
With over 100 professionals across Canada and a global network of 3,000+ bankers in 160 offices, we combine local execution expertise with global reach. KPMG Corporate Finance is consistently ranked ...
... bank. And that difference matters ... We believe in putting people before profits , which is why our members are also our owners. Every ...
New
... bank. And that difference matters ... We believe in putting people before profits , which is why our members are also our owners. Every ...
New
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... Join ATB as an Everyday Banking Advisor. At ATB Financial, we're not just about banking; we're ...
New
In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care ... Join ATB as an Everyday Banking Advisor. At ATB Financial, we're not just about banking; we're ...
New
With over 100 professionals across Canada and a global network of 3,000+ bankers in 160 offices, we combine local execution expertise with global reach. KPMG Corporate Finance is consistently ranked ...
With over 100 professionals across Canada and a global network of 3,000+ bankers in 160 offices, we combine local execution expertise with global reach. KPMG Corporate Finance is consistently ranked ...
You will also participate in all activities through the sales cycle in order to prepare you for the ... If you have a knowledge of commercial banking products and service offerings, that would be asset.
You will also participate in all activities through the sales cycle in order to prepare you for the ... If you have a knowledge of commercial banking products and service offerings, that would be asset.
Associate Portfolio Manager
Edmonton, AB · On-site
As an APM, you would assist in developing a profile for each client which would include next steps ... Banking, Investment Consulting, Investment Management, Private Banking, Product Services Additional ...
New
Associate Portfolio Manager
Edmonton, AB · On-site
As an APM, you would assist in developing a profile for each client which would include next steps ... Banking, Investment Consulting, Investment Management, Private Banking, Product Services Additional ...
New
Financial Advisor, Investment & Retirement Planning - Edmonton, AB (Future Opportunities)
Edmonton, AB · On-site
Experience in financial planning and investment sales is preferred. * Successfully completed the CIFP/CFP designation or bank recognized equivalent. * Certification as a Mutual Funds Representative ...
Financial Advisor, Investment & Retirement Planning - Edmonton, AB (Future Opportunities)
Edmonton, AB · On-site
Experience in financial planning and investment sales is preferred. * Successfully completed the CIFP/CFP designation or bank recognized equivalent. * Certification as a Mutual Funds Representative ...
Banking In information
What is the difference between Banking In vs Banking Analyst?
| Aspect | Banking In | Banking Analyst |
|---|---|---|
| Required Credentials | High school diploma or equivalent; relevant certifications | Bachelor's degree in finance, economics, or related field; certifications like CFA beneficial |
| Work Environment | Bank branches, customer service settings, administrative offices | Financial institutions, investment banks, corporate offices |
| Employer & Industry Usage | Retail banking, commercial banking, credit unions | Investment banks, asset management firms, corporate finance departments |
| Common Search & Comparison | Customer service, teller roles, banking support | Financial analysis, market research, investment evaluation |
Banking In typically refers to roles focused on customer service and support within banking institutions, such as tellers or branch staff. Banking Analyst positions involve financial analysis, market research, and investment evaluation within banking or financial firms. While both roles operate within the banking industry, Banking In is more service-oriented, whereas Banking Analysts focus on financial data and decision-making.
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Full-time
Medical, Life, Retirement, PTO
Posted 6 days ago
Key responsibilities
Offer customized financial guidance and solutions to high-net-worth clients and identify situations requiring escalation due to complexity.
Build and maintain strong client relationships through communication, follow-ups, and proactive outreach, while expanding the client base.
Guide clients in selecting appropriate savings, investment, and lending products, and manage the mortgage origination process from application to funding.
Job description
At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members: Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. Thrive together: We want you-the unique, authentic you-to feel safe and celebrated at work.
We're on a continuous journey to build the most flexible and inclusive programs. Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development. About the Role Elevate Your Career as a Personal Banking Advisor at ATB Financial.
At ATB Financial, we're more than just a bank; we're a catalyst for financial well-being and a partner in realizing Albertans' aspirations. We're seeking a dynamic Personal Banking Advisor to join our team and make a meaningful impact on the lives of our clients, especially those with higher net worth. Accountabilities As ATB's next Personal Banking Advisor, you will: Be a Trusted Financial Partner: Offer customized guidance and solutions tailored to the specific financial situations of high-net-worth clients.
Proactively interact with these clients to ascertain their financial objectives and risk appetite, and identify situations requiring escalation due to complexity. Build Lasting Relationships: Cultivate strong client relationships through consistent communication, follow-ups, and proactive outreach. Expand your client base by attracting new clients, building a strong sales pipeline and deepening existing connections.
Drive Sales with Expertise: Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes registered and non-registered investments, credit cards, and complex credit/lending products like mortgages and HELOCs. Deliver Specialist Mortgage Solutions: Act as a dedicated expert in residential home financing, managing the mortgage origination process from application through to funding, ensuring clients receive seamless, advice-led solutions.
Connect and Collaborate: Demonstrate critical thinking to address complex client needs, connecting with internal partners to leverage ATB's full suite of services. Champion Digital Innovation: Be a subject matter expert in ATB's digital and omnichannel adoption, promoting digital tools and educating clients on their use. Embrace new technologies to enhance efficiency and the client experience.
Be a Community Ambassador: Demonstrate cultural sensitivity and self-awareness, investing in community involvement and representing ATB in the market. Act with Integrity: Ensure data privacy and security, and optimize risk and compliance management by adhering to regulatory requirements. Achieve Success: Achieve personal sales targets and goals, building a strong sales pipeline to contribute to the success of the branch, market, and overall business.
Knowledge, Skills and Experience Who You Are: You forge meaningful connections with clients, personalize your understanding of their needs, and offer thoughtful guidance to build their financial confidence. You thrive in collaborative environments, embrace new technologies, and are committed to continuous learning. You possess strong sales skills and approach complex problems with curiosity and a focus on the client experience.
What You Bring: 3 - 5 years of experience in identifying and converting a sales pipeline, delivering exceptional client experiences. Relevant experience in the retail banking industry or a similar field. Possession of the CSI Personal Financial Services Advice (PFSA) is considered a valuable asset.
Proven background in residential mortgage origination and end-to-end lending processes. You are comfortable navigating complex lending scenarios, conducting thorough credit analysis, and guiding clients through the entire mortgage journey with confidence. A comprehensive understanding of a diverse range of lending products, including but not limited to: various types of loans (i.e
personal), credit card offerings, and other lending solutions. This experience encompasses familiarity with product features, eligibility criteria, and the lifecycle of these financial instruments. Post-secondary degree/diploma in finance, business administration, or relevant work experience.
Our Commitment to You We are committed to supporting your success with a total compensation package that reflects your contributions and fits your life outside of work: Growth that Matters: Access to continuous development opportunities and mentorship designed to sharpen your advisory skills and clear a path for your future career aspirations. Competitive Rewards: A base salary that reflects your expertise, paired with an annual bonus program that celebrates your individual performance and the results we achieve together. Life-Ready Benefits: Customizable benefits starting from Day 1, including Health Spending and Wellness accounts, to support your physical, mental, and financial health.
Financial Future: An industry-leading pension plan and exclusive banking perks - including free accounts and preferred mortgage rates - designed to help you secure your own financial future while you help our clients secure theirs. Balance that Works: Generous vacation and floater days, all within a culture of "High Care" that understands you have a life, a family, and passions outside of the office. Don't meet all the requirements on the list.
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role-but you might not check all the boxes-we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply.
If you're seeking a career where your drive, perspective and growth are celebrated, we want to hear from you. We're dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed-their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation.
We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. What happens next. If you are shortlisted, you'll hear from us after the posting closes.
Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com Stay in touch We're excited that you're interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.