Senior Personal Banking Advisor
Job in
Lethbridge, Alberta, N1J, Canada
Listed on 2026-10-21
Listing for:
ATB
Full Time
position Listed on 2026-10-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Build trusted client relationships as a Senior Personal Banking Advisor at ATB Financial’s Lethbridge Mayor Magrath branch. Apply financial planning expertise to complex needs.
This experienced advisor serves high-net-worth individuals and small businesses through personalized financial solutions. The work includes estate planning, complex mortgages, relationship management, and collaboration with Wealth and Business teams. You will also support digital adoption and client growth.
Key Responsibilities:- Provide personalized financial planning and sophisticated solutions
- Address complex estate planning and mortgage needs
- Develop relationship management plans for high-value clients
- Build sales pipelines and grow your book of business
- Educate clients about digital tools and adoption
- Four to six years in retail banking or similar industry
- Proven success maintaining and growing a book of business
- Knowledge of financial and estate planning
- Knowledge of complex mortgage products
- PFSA, FP1 Accreditation and relevant education or experience
Bring relationship management, financial planning, and complex mortgage expertise to ATB Financial’s senior advisory team in Lethbridge.
Position Requirements
10+ Years
work experience
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