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).

About 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 As ATB’s next Senior Private Banking Advisor, your focus will be to deliver a high-touch, relationship-driven banking experience to high-net-worth and ultra-high-net-worth clients in Alberta. This role works within an advisory team that includes a Private Banking Associate, Client Experience Specialist, and a Financing Specialist, serving as a trusted advisor to clients and their families, providing holistic financial guidance across banking, credit, investment, and wealth planning needs. The Senior Private Banker is accountable for building and managing a portfolio of affluent clients, deepening existing relationships, and acquiring new clients through proactive business development, strong community presence, and collaboration with internal partners. The role requires strong financial acumen, credit expertise, and the ability to coordinate complex solutions tailored to each client’s financial goals.

Accountabilities

• Client Relationship Management

• Develop and manage a portfolio of high-net-worth clients and their families.

• Build trusted advisory relationships through deep discovery and understanding of each client’s financial objectives, family dynamics and long-term wealth goals.

• Deliver a personalized and proactive service model that reflects a private banking experience.

• Conduct regular client reviews and strategic financial discussions to ensure client strategies remain aligned with their evolving needs.

• Deepen mutually beneficial relationships between clients across ATB Financial.

• Negotiate terms, conditions, structuring fees/interest rates and documentation to provide effective and competitive financing proposals to customers, resulting in the closing of transactions.

• Manage a large portfolio of high net worth families with significantly complex needs to ensure that accounts are operating in a manner which is consistent with ATB’s policies.

• Act as the key relationship manager and main contact for HNW and complex clients. Partners with Private Banking Advisors, lending expertise and mentorship in the management of a smaller HNW portfolio of medium complexity.

• Business Development and Growth

• Acquire new high-net-worth clients through professional networks, referrals, community involvement and partnerships with internal teams.

• Expand share of wallet with existing clients by identifying opportunities across lending, deposits, investments and wealth planning solutions.

• Build strong relationships with centres of influence such as accountants, lawyers and business advisors in the local market

• Maintain an active presence in the local business and professional community to enhance brand visibility and client acquisition

• Contact high net worth clients identified from several sources including referrals, and schedule client meetings. Respond and follow-up on internal opportunities generated and referred from the Retail Branch network, Call Centre, Relationship Managers etc.

• Develop a marketing plan that actively markets customized Alberta Private Client solutions and sophisticated lending and risk management solutions, including: equity monetization, currency and interest rate risk management, insurance lending and corporate lending opportunities.

• Integrated Wealth and Credit Solutions

• Deliver integrated financial solutions that may include complex credit structures, investment strategies, liquidity planning and intergenerational wealth planning.

• Work closely with internal partners including wealth advisors, portfolio managers, estate and trust specialists and commercial banking teams to deliver comprehensive solutions.

• Structure and manage sophisticated lending arrangements, including lending secured by investments, real estate or business interests.

• Provide guidance on cash management, investment portfolio - leverage strategies and overall net worth & balance sheet optimization.

Accountabilities

• Risk Management and Governance

• Maintain strong adherence to credit, compliance and regulatory standards.

• Ensure client accounts and facilities are managed in accordance with risk policies and internal governance requirements.

• Monitor banking performance, credit quality and client activity to identify emerging risks or opportunities.

• Maintain accurate documentation and ensure all client interactions meet regulatory and operational standards.

• Ensure new credit requests as well as annual reviews are promptly, efficiently and consistently adjudicated.

• Conduct risk assessment and in depth financial analysis to ensure credit decisions / recommendations are in accordance with sound credit granting principles and are in accordance with ATB lending policy and procedures. Responsible for managing all aspects of a portfolio including review for compliance with law, regulations and risk exposure (e.g. operations, credit).

• Ensure new credit requests as well as annual reviews are promptly, efficiently and consistently adjudicated.

• Collaboration and Leadership

• Collaborate with internal partners across wealth management, commercial banking and retail banking to deliver a seamless client experience.

• Share insights on the high-net-worth market in Alberta and contribute to regional business strategy.

• Act as an ambassador for private banking within the community and internally within the organization.

Skills, Experience & Requirements The Private Banking market is financially sophisticated, demanding and results oriented. The following skills and knowledge are required to be successful in this role:

• Minimum 8–10 years of experience in financial services including commercial, wealth management or high-net-worth client advisory.
• Extensive knowledge of customized lending, commercial underwriting and proven ability to make sound credit decisions
• Excellent presentation, risk assessment, analytical, accounting and financial analysis skills
• Strong knowledge of wealth planning strategies.
• Certified Financial Planner (CFP) or Professional Financial Planner (PFP) designation is required
• Undergraduate degree in business, finance, economics, or a related discipline.
• Professional designations such as CIM, CFA or PFP are considered strong assets.
• Strong understanding of the Alberta market, particularly business owners, professionals and agricultural clients
• Demonstrated success in building and growing relationships with affluent clients.
• Advanced and proven deal structuring, negotiation and sales management skills with strong closing capabilities
• The incumbent must be able to relate comfortably with affluent and influential clientele in both a business and social content, demonstrating ability to display a high degree of poise and professionalism at all times including demonstrated experience in understanding and delivering on the needs of the affluent and the ultra high net worth market

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.