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
This position has a hybrid work arrangement. On average, this means 2-3 days on-site per week. Please note that this is subject to change due to business priorities.
As ATB's next Director, Internal Assurance for the Enterprise Focus Center, you are more than an auditor: you are a high-impact strategic partner and trusted advisor. You will help steer Internal Assurance's (IA) vision through dynamic risk assessments, audit planning and overseeing the engagement execution. As the architect of risk-based engagements that address a changing risk landscape and align with ATB's strategy.
Leading a specialized team with a blend of expertise in Finance, Treasury, Market Risk, Operational Risk, and Regulatory Compliance, you will support translating complex assurance and advisory requirements into actionable engagement criteria and relevant results.
As a Leader at ATB, you embody our Leader DNA. You are responsible for fostering an inclusive environment, making informed, agile decisions that drive performance, and developing others to reach their full potential. By fostering a culture of teaming and shared success, you will ensure our work isn't just a compliance check, but a high-value service that provides ATB Management and the Board with clear, actionable insights.
Accountabilities
Strategic Advisory and Effective Partnership
Serve as a high-value advisor by engaging with curiosity, providing meaningful insights and being responsive to stakeholder needs.
Provide "strategic challenge" to business leaders, acting as a trusted governance, risk and compliance partner as part of planned and ad-hoc advisory requests.
Empower 'OneATB' by collaborating with peers, stakeholders and cross-functional lines of defense to harmonize assurance activities and foster alignment.
Delivery and Technical Excellence
Contribute to dynamic risk assessments and strategic insights by continuously monitoring regulatory changes, economic trends and emerging risk to recommend the right engagements at the right time and deliver high value insights.
Oversee engagements demonstrating proficiency in the assurance and advisory lifecycle including, planning, end to end execution and reporting to support the delivery of high quality and timely engagements.
Architect assurance approaches and define risk based engagements for technical and non-technical domains including Regulatory, Operational, Liquidity, Capital Management, and Financial Risk Management.
Ensure a standard of quality in engagement deliverables, including board-level reporting, through clear oversight, thought-partnership and execution.
Data-Driven Innovation
Leading transition to continuous data-driven assurance by empowering teams to leverage data and insights to meaningfully shape the engagement execution and anticipate emerging needs.
Drive innovation by supporting the continuous improvement of assurance and advisory techniques, including methodology enhancements, data analytics and AI-augmented execution.
Leadership and Talent Development
Manage a diverse function of generalists and specialists, focusing team energy on high-value efforts that address material risks and strategic priorities.
Develop a strengths based team, adjusting leadership approaches to suit diverse capabilities and creating growth opportunities.
Skills, Experience & Requirements
Knowledge & Capabilities
First or second line of defense experience: experience designing and implementing risk management programs in domains such as Operational, Liquidity, Capital Management and/or Financial Risk Management (trading book and banking book)..
Financial risk sophistication: demonstrated knowledge of Liquidity Risk, Capital Management, and Financial Risk Management to provide technical leadership within the IA practice.
Familiarity with Trading Book risk management (limit frameworks, model integrity, valuation adjustments, market data and trade lifecycle governance and controls).
Familiarity with Banking Book requirements, including liquidity measures (LCR, NSFR) and IRRBB metrics (NII, EVE, and sensitivities).
Banking experience and regulatory knowledge: 5+ years of financial services experience with a strong understanding of applicable regulatory requirements, including capital and liquidity adequacy frameworks.
Build high-performing, motivated teams by nurturing talent development, modeling leadership behavior and coaching.
Assurance techniques: experience with common assurance techniques, including root cause analysis, agile auditing and risk and control assessments
Qualifications & Designations
To reflect the technical sophistication and advisor lens of this role, we look for a combination of core audit and specialized financial designations:
Required: Post-secondary degree required; a graduate degree (Finance, Business or related field) is highly preferred.
Required: Active core professional designation such as a Chartered Professional Accountant (CPA), Certified Internal Auditor (CIA) or Certification in Risk Management Assurance (CRMA). Equivalent designations (e.g., ACCA, CISA) may be considered.
Highly Desirable/ Specialized: Recognized specialized certifications such as Financial Risk Manager (FRM), Chartered Financial Analyst (CFA), Professional Risk Manager (PRM) or equivalent.
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
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.
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
This position has a hybrid work arrangement. On average, this means 1 day on-site per week. Please note that this is subject to change due to business priorities.
We are looking for an experienced Systems Analyst to join our team as technical support for our SAP SuccessFactors (EC Payroll) environment. This role is designed for a proactive professional who understands the Canadian payroll lifecycle and wants to play a hands-on role in shaping our system's capabilities.
Rather than just maintaining the status quo, you will work closely with our Payroll team and internal stakeholders to design technical solutions, implement system enhancements, and ensure our technology is scaling alongside our business.
Accountabilities
1. Yearly Payroll Cycle & Compliance:
Annual Lifecycle Execution: Lead the technical readiness for the Canadian payroll year, including the configuration of New Year tax rate updates (CPP/QPP, EI). Maintain system performance and compliance by monitoring and applying support packs in a timely manner.
Year-End Filing Mastery: Support the system-side execution of T4, T4A, and RL-1 processes. This includes performing data validation runs, troubleshooting filing errors, and ensuring the final transmission to the CRA and Revenu Québec is successful.
System Maintenance: Configure, support and optimize key payroll processes, including gross-to-net calculations, tax reporting, garnishments, third party remittances, postings to FI system, year end activities, and accrual setups.
2. Technical Solutions & System Enhancements:
Solution Design: Translate complex payroll requirements into technical specifications. You won't just identify problems; you will design and implement enhancements within EC Payroll to automate manual work.
Continuous Improvement: Proactively identify "pain points" in the current system setup and propose configuration changes or new features to streamline the payroll experience.
Release Management: Evaluate bi-annual SuccessFactors updates to identify new functionalities that could benefit the Canadian payroll function. Lead the testing and deployment of these features.
3. Collaboration & Partnership:
Payroll Team Liaison: Act as the primary technical partner to the Payroll team, helping them understand "under the hood" system logic and supporting them through complex pay scenarios.
Cross-Functional Collaboration: Partner with Finance, IT, and HR teams to ensure end-to-end payroll process efficiency and seamless integration with downstream systems (e.g., General Ledger or Third-Party providers).
Vendor & Internal Alignment: Work alongside internal technical architects or external consultants to ensure all system enhancements align with our broader HRIS roadmap and security standards.
Skills, Experience & Requirements
Required:
Experience: Typically 3+ years in a Payroll Systems or HRIS role, with demonstrated intermediate-level proficiency in independent configuration in SAP SuccessFactors (EC Payroll). Benefits and Pension experience would be an asset.
Education: SAP SuccessFactors EC Payroll certification an asset.
Canadian Payroll Expertise: Strong foundational knowledge of the Canadian payroll calendar, provincial tax regulations, and year-end statutory reporting.
Google Proficiency: Comfortable using Google Workspace for documentation, and collaborative data review.
Soft Skills:
Relationship Builder: Ability to translate technical "system speak" into clear, actionable information for our Payroll and Finance partners.
Problem Solver: A "can-do" attitude toward technical challenges and a desire to build long-term solutions rather than quick fixes.
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
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.
Job ID2662Work TypeHybridBusiness unitInternal AssurancePay gradeN - OTHApply before18 March 2026Number of openings1Posting typeInternal & ExternalAt 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 roleThis position has a hybrid work arrangement. On average, this means 2-3 dayson-site per week. Please note that this is subject to change due to business priorities.As ATB's next Director, Internal Assurance for the Enterprise Focus Center, you are more than an auditor: you are a high-impact strategic partner and trusted advisor. You will help steer Internal Assurance's (IA) vision through dynamic risk assessments, audit planning and overseeing the engagement execution. As the architect of risk-based engagements that address a changing risk landscape and align with ATB's strategy.Leading a specialized team with a blend of expertise in Finance, Treasury, Market Risk, Operational Risk, and Regulatory Compliance, you will support translating complex assurance and advisory requirements into actionable engagement criteria and relevant results.As a Leader at ATB, you embody our Leader DNA. You are responsible for fostering an inclusive environment, making informed, agile decisions that drive performance, and developing others to reach their full potential. By fostering a culture of teaming and shared success, you will ensure our work isn't just a compliance check, but a high-value service that provides ATB Management and the Board with clear, actionable insights.AccountabilitiesStrategic Advisory and Effective PartnershipServe as a high-value advisor by engaging with curiosity, providing meaningful insights and being responsive to stakeholder needs.Provide "strategic challenge" to business leaders, acting as a trusted governance, risk and compliance partner as part of planned and ad-hoc advisory requests.Empower 'OneATB' by collaborating with peers, stakeholders and cross-functional lines of defense to harmonize assurance activities and foster alignment.Delivery and Technical ExcellenceContribute to dynamic risk assessments and strategic insights by continuously monitoring regulatory changes, economic trends and emerging risk to recommend the right engagements at the right time and deliver high value insights.Oversee engagements demonstrating proficiency in the assurance and advisory lifecycle including, planning, end to end execution and reporting to support the delivery of high quality and timely engagements.Architect assurance approaches and define risk based engagements for technical and non-technical domains including Regulatory, Operational, Liquidity, Capital Management, and Financial Risk Management.Ensure a standard of quality in engagement deliverables, including board-level reporting, through clear oversight, thought-partnership and execution.Data-Driven InnovationLeading transition to continuous data-driven assurance by empowering teams to leverage data and insights to meaningfully shape the engagement execution and anticipate emerging needs.Drive innovation by supporting the continuous improvement of assurance and advisory techniques, including methodology enhancements, data analytics and AI-augmented execution.Leadership and Talent DevelopmentManage a diverse function of generalists and specialists, focusing team energy on high-value efforts that address material risks and strategic priorities.Develop a strengths based team, adjusting leadership approaches to suit diverse capabilities and creating growth opportunities.Skills, experience & requirementsKnowledge & CapabilitiesFirst or second line of defense experience: experience designing and implementing risk management programs in domains such as Operational, Liquidity, Capital Management and/or Financial Risk Management (trading book and banking book)..Financial risk sophistication: demonstrated knowledge of Liquidity Risk, Capital Management, and Financial Risk Management to provide technical leadership within the IA practice.Familiarity with Trading Book risk management (limit frameworks, model integrity, valuation adjustments, market data and trade lifecycle governance and controls).Familiarity with Banking Book requirements, including liquidity measures (LCR, NSFR) and IRRBB metrics (NII, EVE, and sensitivities).Banking experience and regulatory knowledge: 5+ years of financial services experience with a strong understanding of applicable regulatory requirements, including capital and liquidity adequacy frameworks.Build high-performing, motivated teams by nurturing talent development, modeling leadership behavior and coaching.Assurance techniques: experience with common assurance techniques, including root cause analysis, agile auditing and risk and control assessmentsQualifications & DesignationsTo reflect the technical sophistication and advisor lens of this role, we look for a combination of core audit and specialized financial designations:Required: Post-secondary degree required; a graduate degree (Finance, Business or related field) is highly preferred.Required: Active core professional designation such as a Chartered Professional Accountant (CPA), Certified Internal Auditor (CIA) or Certification in Risk Management Assurance (CRMA). Equivalent designations (e.g., ACCA, CISA) may be considered.Highly Desirable/ Specialized: Recognized specialized certifications such as Financial Risk Manager (FRM), Chartered Financial Analyst (CFA), Professional Risk Manager (PRM) or equivalent.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 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.
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
This position has a hybrid work arrangement. On average, this means 1 day on-site per week. Please note that this is subject to change due to business priorities.We are looking for an experienced Systems Analyst to join our team as technical support for our SAP SuccessFactors (EC Payroll) environment. This role is designed for a proactive professional who understands the Canadian payroll lifecycle and wants to play a hands-on role in shaping our system's capabilities.Rather than just maintaining the status quo, you will work closely with our Payroll team and internal stakeholders to design technical solutions, implement system enhancements, and ensure our technology is scaling alongside our business.AccountabilitiesYearly Payroll Cycle & Compliance:Annual Lifecycle Execution: Lead the technical readiness for the Canadian payroll year, including the configuration of New Year tax rate updates (CPP/QPP, EI). Maintain system performance and compliance by monitoring and applying support packs in a timely manner.Year-End Filing Mastery: Support the system-side execution of T4, T4A, and RL-1 processes. This includes performing data validation runs, troubleshooting filing errors, and ensuring the final transmission to the CRA and Revenu Québec is successful.System Maintenance: Configure, support and optimize key payroll processes, including gross-to-net calculations, tax reporting, garnishments, third party remittances, postings to FI system, year end activities, and accrual setups.Technical Solutions & System Enhancements:Solution Design: Translate complex payroll requirements into technical specifications. You won't just identify problems; you will design and implement enhancements within EC Payroll to automate manual work.Continuous Improvement: Proactively identify "pain points" in the current system setup and propose configuration changes or new features to streamline the payroll experience.Release Management: Evaluate bi-annual SuccessFactors updates to identify new functionalities that could benefit the Canadian payroll function. Lead the testing and deployment of these features.Collaboration & Partnership:Payroll Team Liaison: Act as the primary technical partner to the Payroll team, helping them understand "under the hood" system logic and supporting them through complex pay scenarios.Cross-Functional Collaboration: Partner with Finance, IT, and HR teams to ensure end-to-end payroll process efficiency and seamless integration with downstream systems (e.g., General Ledger or Third-Party providers).Vendor & Internal Alignment: Work alongside internal technical architects or external consultants to ensure all system enhancements align with our broader HRIS roadmap and security standards.Skills, Experience & RequirementsRequired:Experience: Typically 3+ years in a Payroll Systems or HRIS role, with demonstrated intermediate-level proficiency in independent configuration in SAP SuccessFactors (EC Payroll). Benefits and Pension experience would be an asset.Education: SAP SuccessFactors EC Payroll certification an asset.Canadian Payroll Expertise: Strong foundational knowledge of the Canadian payroll calendar, provincial tax regulations, and year-end statutory reporting.Google Proficiency: Comfortable using Google Workspace for documentation, and collaborative data review.Soft Skills:Relationship Builder: Ability to translate technical "system speak" into clear, actionable information for our Payroll and Finance partners.Problem Solver: A "can-do" attitude toward technical challenges and a desire to build long-term solutions rather than quick fixes.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 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.
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
Please note: This is a temporary 4 month opportunity
ATB 101 is our student work experience and engagement program that plays an integral role in the success of our business. As an ATB 101 student you will have a unique opportunity to contribute to ATB through challenging, meaningful and diverse opportunities while creating happiness for our customers and each other. Oh and we promise you'll have a lot of fun doing it
ATB is more than just a bank and ATB 101 is more than just a student job.
Do you want to have an opportunity to work with customers, businesses and industries that drive Alberta's economy? Do you have a desire to understand the very core of our business and be part of the evolution of serving our customers? If so, ATB might be right for you.
As ATB's next Operations Analyst Student, you will join a team responsible for several critical functions in Wealth Operations including registered plan administration, Tax reporting, Corporate Actions and money movement both internally within accounts and to external Financial Institutions. Our ATB Wealth Operations team works behind the scenes to support our financial advisors in all client segments. You will join a highly collaborative and inclusive team that works in a hybrid environment.
Accountabilities
Identifying and resolving gaps in operations processes
Building of controls, reporting and documentation
Exploring the use of data in remediation, decision making, and in forecasting volumes and impact of these volumes in futures years
Refining forms used in the various processes
Aid in the standup of a Compliance Program, including training
Skills, Experience & Requirements
Currently enrolled in a post-secondary institution
Ability to work independently, as well as collaboratively with ATB Wealth colleagues
Demonstrate a critical thinking and analytical mindset
Identify and analyze problems, gaps, and themes in various operations departments; effectively partner with various areas of the business when identifying, evaluating and implementing possible solutions
Excellent communication skills, both verbal, written, and through video conferencing
Actively engage colleagues and leaders with updates on progress
You are client obsessed, a champion of belonging and driven to perform
Curiosity; you are compelled to make things better
Strong computer and technical skills with experience in Excel, Google Sheets and the Google suite of products
Knowledge of the Canadian investment industry is an asset
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
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.
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 Portfolio Associate II, you will often be the first point of contact with clients. This gives you a great opportunity to work with your investment counselor(s) to deliver a professional and exceptional client experience. We hope that you will add your own creative touch when building relationships through actively listening to the client. Your day will include preparing meeting support, account documentation, correspondence, investigating queries and creating customized reporting. You will provide valuable assistance to the Investment Counselor(s) in executing high net worth client service programs and routines to the highest standard of client service excellence.
Accountabilities
Collaborate with the Investment Counselor(s) to provide excellent administrative support, including the preparation of sales and service meeting materials, account documentation, client correspondence, customized reporting, and trade requests ranging from basic to increasingly complex.
Devise and execute a client service program with the investment counselor(s) for new and existing private investment counsel clients within an assigned portfolio, fostering a positive client experience and high standard of excellence.
Respond to and resolve increasingly complex administrative inquiries and requests across a broad range of account and transaction types.
Execute on client service requests with minimal guidance exercising judgment when escalating sensitive or complex requests and transactions for guidance or support.
Delegate and monitor more routine documentation or transactional requests, when needed.
Executes trades in IBalance as directed by the Investment Counselor. Complex trades are handled effectively and with little assistance.
Create and maintain organized client files following standards set out by Compliance, ensuring all appropriate documents are available and in good order.
Participate in the development and execution of business initiatives supporting an elevated client service experience.
Resolve any customer concerns for a triple win outcome for the client, the employee, and ATB.
Provide vacation and adhoc coverage for peers, efficiently performing a broad range of inquiries and transactions with minimal guidance.
Maintain expert knowledge on custodial and investment systems (i.e. Salesforce, Dataphile, PureFACTS, iBalance) along with associated policies and procedures; ensuring efficient, accurate setup and maintenance of all relevant client information.
Take initiative to utilize knowledge of fellow team members and partners to gain knowledge, understanding and increase proficiency in the role.
Train new Portfolio Associates on day to day duties and responsibilities both for ATBSI Custodial and ATBIM Discretionary. This includes the onboarding of new households, maintenance requests from existing and ongoing client support as required.
Establish strong working relationships with Investment Counselor(s), portfolio associate support team members and other ATB partners to ensure the client relationship is managed at the appropriate level.
Maintain a strong understanding of the functions and regulatory requirements for providers of discretionary investment management services including disclosure requirements, sales and service processes, separate custodial and general compliance and oversight requirements.
Skills, Experience & Requirements
Minimum 5 years related industry experience, ideally in the discretionary investment management segment serving high net worth or institutional clients
University/college degree or equivalent work experience in working in the investment industry
Completion of the Canadian Securities Course is considered an asset
Drive to support a high standard of client service excellence
Experienced and skilled in connecting with clients
Curious, driven, and a growth mindset
Creative ways to listen, to go above and beyond for our clients
Accuracy and accountability, at all times under pressure
Readily adapts to changes in the organizational environment
Leads by example with a positive attitude and friendly personality
Experienced in Google Suite, although Excel wouldn't hurt either
Strong problem solving skills
Strong oral and written communication skills
A solid understanding of the investment industry and security types
Solid knowledge and understanding of industry and firm policies pertaining to investment operations and sales compliance
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
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.
