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Added 2 mins ago
Senior Cloud Technical Account Manager - Vancouver, CAN , AWS Enterprise Support
Amazon
Vancouver, BC
…AWS Enterprise Support we’re looking for a Technical Account Manager (TAM) to support our customers’ creative and transformative spirit of innovation across all technologies, including…
Added 2 mins ago
Sr. Cloud Technical Account Manager - Canada, FSI Canada
Amazon
Toronto, ON
…developed with your customers will allow you to understand their business/operational needs and technical challenges, and help them achieve the greatest value from AWS. This position will…
Added 2 mins ago
C
Plant Manager
Carlisle
Crossfield, AB
- Full-time
The Plant Manager is accountable for the site team, overall manufacturing processes, and the physical facility. This includes accountabilities for Safety, Quality, Delivery, Cost, People,…
Added 16 mins ago
TH
Department Supervisor: Full Time - DUNCAN
The Home Depot Canada
Duncan, BC
- Full-time
…growth. Department Supervisors work with Store Management, Operations teams and external partners to gain the knowledge and support needed to successfully meet the needs of our business and…
Added 16 mins ago
TH
SUPERVISEUR 23/24/59
The Home Depot Canada
Duncan, BC
- Full-time
…growth. Department Supervisors work with Store Management, Operations teams and external partners to gain the knowledge and support needed to successfully meet the needs of our business and…
Added 16 mins ago
CC
Plant Manager
Carlisle Construction Materials
Crossfield, AB
- Full-time
The Plant Manager is accountable for the site team, overall manufacturing processes, and the physical facility. This includes accountabilities for Safety, Quality, Delivery, Cost, People,…
Added 16 mins ago
CG
Senior Operations Accountant
Cronos Group
Kingsville, ON
- Full-time
Work with business intelligence software and collaborate with Operations Manager & COO to develop key performance indicators that give a real-time assessment of greenhouse and warehouse…
Added 16 mins ago
MJ
Jewelry Store – Operations Manager (Retail Multi-Location)
Mulu Jewelry
Markham, ON
- $55,000 to $65,000 CAD / year
- Full-time
Luxury Jewelry Operations Manager – Multi-Location Mulu Jewelry | Greater Toronto Area
Added 16 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
New Glasgow, NS
- Full-time
To manage the overall operations of the Pharmacy, including providing consultation to both customers and health care providers, practice to full scope in providing professional services,…
Added 16 mins ago
LC
Grocery Department Manager Full Time Day Greenlight Requisition
Loblaw Companies Limited
Calgary, AB
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 46 mins ago
RH
Controller
Robert Half
Toronto, ON · Etobicoke, ON
- $90,000 to $110,000 CAD / year
- Full-time
Our client, a well-established and respected construction company, is seeking an experienced Accounting Manager / Controller to oversee the day-to-day accounting and financial operations of…
Added 47 mins ago
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Rotating Equipment Manager
Shell
Scotford, AB
- Full-time
The Rotating Equipment Manager provides technical leadership across rotating equipment disciplines, driving the implementation of programs that enhance equipment performance and…
Added 47 mins ago
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Asset Integrity Manager
Shell
Scotford, AB
- Full-time
The Asset Integrity Manager is responsible for overseeing and ensuring the effectiveness of the Pressure Equipment Integrity Management system to minimize process safety and reliability…
Added 1 hour ago
Product Manager - Des Moines, IA
Hubbell Incorporated
Edmonton, AB
…development leadership, and marketing for the Systems Panels Business unit within Hubbell Utility Solutions. The business leader would be responsible to maintain a strong ownership of the…
Added 1 hour ago
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Project Manager
Roylo Partners
Vancouver, BC
- Full-time
Previous experience in project management, project coordination, operations, business administration, or a related role is beneficial. Experience managing timelines, stakeholders, or…
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Saint John Radiation Therapist 5 (RD05) PCN 1251173
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Added 3 hours ago
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B2B - Sales Account Manager
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Vancouver, BC
- $95,000 to $120,000 CAD / year
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Added 3 hours ago
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Public Works Foreman
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Peace River, AB
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Added 3 hours ago
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Manager, Human Resources
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Kawartha Lakes, ON · Lindsay, ON
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Ross Memorial Hospital is seeking an experienced and highly motivated HR Manager to join our Human Resources team. This is an exciting opportunity for a practical, hands-on HR professional…
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Manager, Internal Controls
Husky Technologies
Bolton, ON
- Full-time
Working with Internal Audit and the global Finance and Operations teams, the Manager, Internal Controls will play a critical role in Husky’s global financial reporting. This includes the…
Added 3 hours ago
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IT Internal Auditor
Husky Technologies
Bolton, ON
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…drive efficiency and effectiveness in financial processes, business operations and major initiatives. You will play a key role within the Internal Audit Department to test the effectiveness…
Added 4 hours ago
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Senior Technology Manager - Security Engineering and Architecture
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Vancouver, BC
- Full-time
As the Senior Technology Manager, Security Engineering & Architecture, you will be a key leader within the Technology organization, responsible for shaping and executing the vision for…
Added 4 hours ago
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Director Medical Writing Asset Lead
GSK
Mississauga, ON
- Full-time
…appropriate, collaborating with Global Regulatory Affairs to ensure business needs and regulatory requirements are met. Providing guidance and facilitation to submission teams in…
Added 5 hours ago
Strategic Partner Manager, Data Strength, Global Channel Partners
Google
Toronto, ON
As a Strategic Partner Manager, you will be a key driver of data strength product adoption growth. You will manage partnerships with global tech consultancies and platforms to advance our…
Added 5 hours ago
EI
Accountant (ECH-ON)
Echelon Insurance
Mississauga, ON
- Contract
Journal Entries: Prepare and post standard monthly recurring and non-recurring transactions for responsible business units.

ATB Financial

Specialist II, Processing Operations

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 7, 2026
Experience: 3–5 years of experience within the financial services/securities industry, with specific knowledge of wealth operations processes.
Posting language: English
Posted: Oct 8, 2026

Original job description

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 Specialist II, Processing Operations, you will play a key role in both strategic initiatives and daily operations related to Trading, Credit, and Internal Transfers within the ATB Wealth Operations team. You will foster a culture of cross-functional collaboration, building strong relationships with internal and external stakeholders to deliver client-obsessed solutions. Over this 12-month term, you will serve as a subject matter expert in exception processing, act as a citizen developer supporting our robotics solutions, optimize operational workflows, and advance strategic and regulatory initiatives to adapt to changing industry requirements. Reporting to the Manager of Operations, your work will directly mitigate operational risk, improve processing efficiency, and elevate the service experience for our advisory partners and clients.

Who are you?

Analytical. Curious. Collaborative. You are a forward-thinking problem solver with a passion for optimizing processes and leveraging technology to make things better. You thrive in bridging the gap between business operations and technical systems. With strong critical thinking skills and an eye for efficiency, you enjoy digging into complex data, building automated solutions, and helping your team navigate operational and regulatory change. In this role, you will be a master problem solver - driving process efficiencies across the team while collaborating directly with developers, product owners, and advisory partners to deliver exceptional experiences for our clients.

Accountabilities

Identify, analyze, and build Robotics Process Automation (RPA) and workflow solutions to streamline operational efficiency across our team’s processes.
Evaluate existing workflows and implement effective process or system enhancements to support business growth and adapt to evolving regulatory and industry standards.
Support the seamless adoption of regulatory and industry changes by updating operational workflows, guiding implementation, and ensuring continuous compliance across processing teams.
Maintain deep operational expertise across key wealth management platforms, including Fundserv, Dataphile, CDS, and Salesforce.
Assess and document operational procedures, perform robust impact assessments, and lead change management activities by analyzing multi-system data and translating findings into actionable plans.
Evaluate complex, high-risk, or ambiguous situations objectively; weigh strategic options and deliver data-backed recommendations.
Act as a key point of contact for advisors and internal partners, delivering clear communication and resolving complex or escalated operational inquiries with a strong risk management focus.
Coach and train junior team members on updated compliance regulations, new technical tools, and optimized processing procedures.
Partner with developers, product owners, leadership, and external stakeholders to articulate operational recommendations and advance strategic business goals.
Support Operations leadership by proactively anticipating business needs, evaluating emerging technology trends, and applying core technical capabilities to advance both daily tasks and strategic objectives.

Skills, Experience & Requirements

Practical exposure or strong aptitude for citizen developer tools, robotics process automation (RPA), or systems analysis.
Applied understanding of project methodology, requirements gathering, and test script execution.
Intermediate to advanced technical proficiency, including strong hands-on experience with Dataphile, Fundserv, CDS and the Google Suite.
Curiosity and a continuous improvement mindset - you are naturally compelled to make processes better.
Proven ability to work under high-pressure situations to deliver results while managing competing priorities.
You are client obsessed, a champion of belonging, and driven to perform
Excellent written and verbal communication skills with a track record of effectively facilitating team training and updates.
3–5 years of experience within the financial services/securities industry, with specific knowledge of wealth operations processes.
Post-secondary education in business, information systems, or equivalent industry experience are 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 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.

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More about this job

Responsibilities

Develop and improve automation and operational workflows, support regulatory and industry changes, and maintain expertise across wealth management platforms. Resolve complex processing inquiries, assess operational risks, train junior team members, and collaborate with internal and external partners on strategic initiatives.

Requirements

The role seeks 3–5 years of financial services or securities industry experience, including knowledge of wealth operations, and practical exposure or aptitude in RPA, citizen development, or systems analysis. Candidates should have strong technical proficiency with Dataphile, Fundserv, CDS, and Google Suite, along with project methodology, requirements gathering, testing, communication, and prioritization skills; post-secondary education in business or information systems is an asset.

Skills

Robotic Process Automation
Workflow Optimization
Systems Analysis
Requirements Gathering
Test Script Execution
Dataphile
Fundserv
CDS
Salesforce
Google Suite
Wealth Operations
Regulatory Compliance
Change Management
Data Analysis
Risk Management
Stakeholder Communication

Visa sponsorship

Not detected in the job text

Keywords

Robotic Process Automation
RPA
Citizen Developer
Workflow Solutions
Systems Analysis
Project Methodology
Requirements Gathering
Test Scripts
Dataphile
Fundserv
CDS
Salesforce
Google Suite
Wealth Management
Wealth Operations
Trading
Credit
Internal Transfers
Securities Industry
Regulatory Compliance
Change Management
Operational Risk
Process Improvement
Impact Assessment
Data Analysis
Exception Processing
Stakeholder Management

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