As of November 7, 2026, Jobsy lists 5 personal banking advisor jobs in Canada. The most active employers are ATB and Cambrian Credit Union. Skills often requested: sales, critical thinking, communication skills and sales targets.
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3+ YOECandidates need 3 to 5 years of sales and client experience, preferably in retail banking. A post-secondary diploma or degree in finance or business, a residential mortgage background, and knowledge of lending products are needed; the CSI PFSA is an asset.
3+ YOECandidates need 3 to 5 years of sales and client experience, ideally in retail banking, and a background in residential mortgage origination and lending products. A post-secondary diploma or degree in finance, business or equivalent experience is required, and the CSI Personal Financial Services Advice (PFSA) is an asset.
Communication skills, Sales, Critical thinking, Sales targets, Financial products
3+ YOECandidates need 3 to 5 years of sales and client experience, ideally in retail banking, plus a broad understanding of lending products such as mortgages and personal loans. A post-secondary diploma or degree in finance or business, or equivalent experience, is needed, and the CSI PFSA is an asset.
Communication skills, Sales, Critical thinking, Sales targets, Financial products
3+ YOECandidates need 3 to 5 years of sales and client experience, ideally in retail banking, plus mortgage origination and lending knowledge. A post-secondary diploma or degree in finance or business, or equivalent experience, is needed, and the CSI Personal Financial Services Advice (PFSA) credential is an asset.
Communication skills, Sales, Critical thinking, Sales targets, Financial products
3+ YOECandidates need a post-secondary degree, diploma or certificate in business, or equivalent retail or personal financial services experience. They also need 3+ years advising on complex credit and deposit services, digital literacy, and proficiency in Outlook, Word and Excel.
Outlook, Word, Excel
Personal Banking Advisor jobs by city
Common questions
Who is hiring personal banking advisors?
ATB (4) and Cambrian Credit Union (1).
What skills do personal banking advisor jobs ask for?
Postings most often mention sales, critical thinking, communication skills, sales targets, financial products, onboarding, relationship building and teamwork.