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Added 3 mins ago
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Investment Fund Product Specialist
Desjardins
Montreal, QC
- Full-time
…particularly in responsible investing, among members, clients, and advisors. It also contributes to making Desjardins the leading wealth management institution for its members and clients…
Added 18 mins ago
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Procurement Specialist
Schneider Electric
Dollard-Des Ormeaux, QC
- $75,200 to $112,800 CAD / year
- Full-time
Grow your skills and career. We commit to helping you grow with ongoing performance and development conversations, Senior Talent Program, global career opportunities, access to our…
Added 18 mins ago
SE
Procurement Specialist
Schneider Electric
Milton, ON
- $75,200 to $112,800 CAD / year
- Full-time
Grow your skills and career. We commit to helping you grow with ongoing performance and development conversations, Senior Talent Program, global career opportunities, access to our…
Added 18 mins ago
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Business Operations Specialist
Bayer
Calgary, AB · Camrose, AB · Edmonton, AB · Grande Prairie, AB · Leduc, AB · Lethbridge, AB · Medicine Hat, AB · Olds, AB · Peace River, AB · Red Deer, AB · Abbotsford, BC · Chilliwack, BC · Cranbrook, BC · Kamloops, BC · Vancouver, BC · Carman, MB · Headingley, MB · Winnipeg, MB · Guelph, ON · Kingston, ON · Mississauga, ON · Ottawa, ON · Tillsonburg, ON · Toronto, ON · Montreal, QC · Quebec, QC · Sherbrooke, QC · Regina, SK · Saskatoon, SK · Yorkton, SK
- Full-time
At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where ,Health for all, Hunger for none’ is no longer a dream, but a real possibility.…
Added 1 hour ago
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Therapeutic Assistant (7) - Occupational Therapy
Edmonton Catholic Schools
AB · Greater Edmonton Metropolitan Area
- Full-time
This job involves working within the classroom environment together with a classroom team consisting of a teacher and therapeutic Specialist and may also include Educational Assistants,…
Added 1 hour ago
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Directeur, Médias Numériques
DAC
Montreal, QC
- Full-time
Added 2 hours ago
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Sport & Fitness Specialist
Wildtree Herbs, Inc.
Anzac, AB
- Full-time
We are looking for a Sport & Fitness Specialist who brings energy, initiative, and a genuine passion for helping people thrive. Someone who enjoys creating memorable experiences, building…
Added 2 hours ago
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Senior Calibration Technician
Ecolab Inc.
Calgary, AB
- Full-time
$1,000 Annual professional development allowance to support your ongoing learning, skill development, and career growth.
Added 3 hours ago
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2627-205 - Student Accessibility Specialist (PS4) - Lunenburg Campus
Nova Scotia Community College - NSCC
Bridgewater, NS
- Part-time
You have demonstrated knowledge of adult learning and student development principles, disabilities, and learning support intervention.
Added 3 hours ago
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Commission Data Specialist
Royal Bank of Canada
Toronto, ON
- Full-time
Commission Data Specialist provides operational support to the Commission Coordinators in processing insurance commission statements within the WMFS database. The role serves as a backup…
Added 3 hours ago
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Senior Study Start-Up Specialist
BeOne Medicines
Canada
- Full-time
Support in the development of local workflows to streamline output and deliverables.
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Curriculum & Transfer Specialist
Lethbridge Polytechnic
Lethbridge, AB
- Full-time
Reporting to the Manager, Admissions, Curriculum & Transfer, the Curriculum & Transfer Specialist is an integral member of the Registrar’s Office (RO) team. This role requires strong…
Added 4 hours ago
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Specialist II, Processing Operations
ATB
Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Foremost, AB · Fairview, AB · Falher, AB · Forestburg, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Chestermere, AB · Claresholm, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
Added 4 hours ago
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Spécialiste infrastructure / Infrastructure Specialist
Eaton Corporation
Brossard, QC
- Full-time
Eaton is currently seeking an Infrastructure Specialist - Infrastructure Services Solutions primarily for its Brossard site, but also periodically for the Lévis, Lachine and Laval sites, as…
Added 4 hours ago
GD
Call Center Sales Specialist
Globalfaces Direct
Toronto, ON · North York, ON
- Full-time
…tele-fundraising team. If you're passionate about making a difference and have strong sales skills, this is your opportunity to join a growing call center as a Call Center Sales…
Added 4 hours ago
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Lead Project Planner (EPCM/Minerals Plant)
Lycopodium
Mississauga, ON
- Full-time
With offices in Australia, Canada, USA, Southern Africa, Ghana, Philippines, Argentina and Peru, Lycopodium proudly delivers high quality professional engineering and project delivery…
Added 4 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 4 hours ago
NB
banking advisor
National Bank of Canada
Les Coteaux, QC
- Full-time
Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as banking solutions and the advisory approach to…
Added 4 hours ago
K
Resource Management Specialist
KPMG
ON · Toronto, Ontario
- Full-time
…deliver high‑quality work that supports trust, transparency, and confidence across both public and private organizations. We foster an environment of high challenge, where curiosity and…
Added 4 hours ago
MC
IT Systems Administrator & Infrastructure Support Specialist
M1 Composites Technology Inc.
Laval, QC
- Full-time
Strong interest in continuous learning and professional development
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Intern, Logistics Process Improvements (Winter 2027)
Bombardier
Mississauga, ON
- $17.95 to $31 CAD / hour
- Volunteer
Assist in the development and execution of all start up logistics activities for an on-site distribution center located within a supplier facility including warehousing requirements; kit…
Added 5 hours ago
LH
Chiropractor
Lifemark Health Group
Quinte West, ON
- $38.84 to $56.96 CAD / hour
- Full-time
Stay current with best practices through continuous learning and professional development.
Added 5 hours ago
LH
PHYT-Physiotherapist
Lifemark Health Group
Fort Erie, ON
- Contract
Stay current with best practices through continuous learning and professional development.
Added 5 hours ago
LH
Physiotherapist
Lifemark Health Group
Windsor, ON
- $36.92 to $54.14 CAD / hour
- Contract
Stay current with best practices through continuous learning and professional development.
Added 5 hours ago
LH
Physiotherapist
Lifemark Health Group
Collingwood, ON
- $36.92 to $54.14 CAD / hour
- Contract
Stay current with best practices through continuous learning and professional development.

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.

Apply About employer

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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