Business Advisor, Northeast Alberta

Location: Wainwright Region (Tofield)

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 ).

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 '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 EFS (Everyday Financial Services)  Business Advisor , your role is to manage a portfolio of Mass Affluent Clients. You build, increase and retain valued business based on targets, financial acumen and joining the leadership team to provide specialized insights into the business. You excel at building your professional brand to create Centres of Influence (COI) that drive financial health throughout Everyday Financial Services (EFS) and the community.

You manage complex retail & business deals and are able to translate information into easy-to-understand solutions for our clients.

This role will be based out of  one  of the branch locations listed while supporting other branches within the market virtually, no travel will be required between locations.

Accountabilities

You demonstrate a broad knowledge of finance, business management, and the local and global marketplace, including competitors and key players in the value chain, which allows you to provide relevant advice to our customers.

You proactively take an informal leadership role by influencing and advising on established and new thinking, processes, and issues that support the advancement of the EFS Strategy.

You provide the client with access to self‑service options, set them up on digital platforms whenever possible, and serve them through the channel of their choice.

You translate annual business targets/metrics into actionable activities and routines.

You are a trusted partner who can identify a business' strengths and frame opportunities to determine the full partnership potential with ATB.

You lead programs or initiatives that improve ATB's presence and reputation within the community, and take on leadership duties as required during the absence of formal leaders.

You have a thorough understanding of Risk Management policies and procedures.

You are consistently and confidently able to fulfill our customers' everyday banking needs through connecting them to the right products, services, and partners.

You foster discussions and collaborative efforts around best practices while integrating them into the execution of your strategic plan and day‑to‑day routines.

You hold to your commitments, and set clear priorities and realistic time frames.

Your Attributes
Skills, Experience & Requirements:

You have exceptional customer service skills, with a demonstrated ability to establish and maintain professional relationships.

You have in-depth analytical and problem solving skills, as well as data‑driven decision making, with a customer‑oriented approach.

You are a fluent communicator who can adapt communication style and methods to best suit your audience (verbal, written, & digital).

You have amazing attention to detail and follow‑through skills.

You have expert knowledge of banking practices and regulations – a must have.

Accreditation

Post‑secondary degree/diploma in finance, business administration, or a related field.

5+ years of relevant experience and/or certification in a related field of study desirable.

3-5 years experience in retail and business banking.

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…