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Added 13 mins ago
H
Manager IM/IT
Hays
Ottawa, ON
- $106,000 to $132,000 CAD / year
- Full-time
Reporting to the Senior Director, IM/IT, the Manager IM/IT is responsible for developing, implementing, and supporting a broad range of Information Management and Information Technology…
Added 13 mins ago
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Asset manager - Wind turbine performance / Gestionnaire d'actifs - Performances des éoliennes
ENERCON - Sweden
Montreal, QC
- Full-time
Développer et améliorer les outils, les processus et les méthodes de reporting utilisés pour surveiller les performances des parcs éoliens.
Added 13 mins ago
DC
Project Manager
Defence Construction Canada
Toronto, ON
- Full-time
The Technical Specialist, Project Management (Project Manager), also manages and administers medium-risk professional services contracts, managing contract scope, cost, schedule, risk,…
Added 28 mins 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
…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…
Added 28 mins ago
EC
Analyste, propositions et soumissions / Proposal-Quotations Analyst
Eaton Corporation
Laval, QC
- Full-time
Added 42 mins ago
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Lead Project Planner (EPCM/Minerals Plant)
Lycopodium
Mississauga, ON
- Full-time
Reporting to the Project Controls and Planning Manager the Lead Project Planner will be responsible for establishing and maintaining the project schedule to assist in the management and…
Added 42 mins ago
K
Customer Business Development Manager
Kelly
Brantford, ON
- $87,761 to $109,701 USD / year
- Full-time
Our client is a growing food manufacturing organization with an exciting opportunity for a Customer Business Development Manager to join their team. Reporting to the Director of Sales, this…
Added 42 mins ago
K
Shop Manager (Yard)
Kelly
Mississauga, ON
- $75,000 to $85,000 USD / year
- Full-time
Our client is a fast-growing and dynamic organization with a strong focus on innovation, sustainability, and operational excellence, and they are expanding their team and seeking a highly…
Added 57 mins ago
NS
Recreation Therapy Associate - ECFH - Mental Health & Addictions
Nova Scotia Health Authority
Dartmouth, NS
- Full-time
Reporting to the Health Services Manager, and under the direction of the Recreation Therapist, the Recreation Therapy Associate works to support clients and families through application of…
Added 57 mins ago
K
Accounting & Administration Manager
Kelly
Putnam, ON
- $80,000 to $100,000 USD / year
- Full-time
Our client is seeking an experienced Accounting & Administration Manager with a strong background in Office Management, operational accounting and team leadership. This is a hands-on…
Added 57 mins ago
BM
Forensic Community & Liaison Nurse, Registered Nurse (RN)/ Registered Psychiatric Nurse (RPN)
BC Mental Health and Substance Use Services
Vancouver, BC
- Full-time
…of Risk & Treatability (START). Ensure the Regional Clinic Manager is informed of emerging problems, unusual circumstances, plans of action, and legal issues concerning assigned clients.…
Added 57 mins ago
GS
Senior Account Manager
Guardteck Security Corp.
Burnaby, BC
- $85,000 to $105,000 CAD / year
- Full-time
Guardteck is seeking an Senior Account Manager to manage client relationships and service delivery across a portfolio of security sites in the Lower Mainland. This is a client-facing…
Added 57 mins ago
HC
Energy & Industry Account Manager
Hilti Canada
Markham, ON
- Full-time
Time and Territory Management (TTM) - creating a daily schedule (including presence on jobsites and client offices) to optimize client potential and sales productivity by zone territory
Added 58 mins ago
FH
Manager, Clinical Operations & Program Services
Fraser Health
Surrey, BC
- Full-time
Reporting to assigned Director(s), Clinical Operations, the Manager is accountable for managing and providing clinical and operational leadership to a front-line patient care department or…
Added 58 mins ago
FH
Youth Therapist, Substance Use Services
Fraser Health
Mission, BC
- Full-time
Reporting to the Coordinator or designate, and reporting clinically to a DASW Supervisor as required, works from a framework of cultural safety and humility, supports care coordination…
Added 58 mins ago
K
Resource Management Specialist
KPMG
ON · Toronto, Ontario
- Full-time
…excellence, a strong work ethic, and a commitment to outstanding client service. You will support the GEO Resource Management Team, contribute to resource allocation and capacity planning,…
Added 58 mins ago
PC
Capital Markets and Accounting Advisory Services, Manager
Pwc Canada
Vancouver, BC
- Full-time
…clients as they navigate some of their most complex financial reporting issues and transactions. You'll tackle client’s needs with a solution-oriented approach that creatively addresses…
Added 1 hour ago
LH
Manager
Lookout Housing and Health
Vancouver, BC
- Full-time
The Manager is responsible for the oversight of Hsg Savoy Hotel, Cordova Residence, and Sakura So, ensuring all clientele receive the pertinent service.
Added 1 hour ago
LH
Program Manager, WSIB Programs, Ontario
Lifemark Health Group
Toronto, ON
- $100,000 to $120,000 CAD / year
- Full-time
Location: This role will be hybrid based out of Ontario and will involve travel to our locations and client sites.
Added 1 hour ago
Senior Manager, Brokerage & Advisory Operations
Scotiabank
Toronto, ON
The Senior Manager, Brokerage & Advisory Operations supports and contributes to the overall success of the International Wealth Management (IWM) Wealth Distribution business, ensuring…
Added 1 hour ago
SB
Sales Manager, Star Building Materials
Star Building Materials Edmonton
Nisku, AB
- Full-time
Reporting to the Director, Branch Operations, as the Sales Manager, you analyze the marketplace to develop sales targets and tactics; and effectively coach and lead the Sales force in…
Added 1 hour ago
L
Lead Project Planner (EPCM/Minerals Plant)
Lycopodium
Mississauga, ON
- Full-time
Reporting to the Project Controls and Planning Manager the Lead Project Planner will be responsible for establishing and maintaining the project schedule to assist in the management and…
Added 1 hour ago
PA
Senior Audit Manager
PKF ANTARES
Toronto, ON
- Full-time
PKF Antares is looking for a dynamic experienced Senior Audit Manager to join our Toronto Office – Audit team. As a key member of our leadership group, you will oversee complex audit…
Added 1 hour ago
HR
Physiotherapist
Humber River Health
Toronto, ON · Greater Toronto, ON
- Other
Reporting Relationship: Manager of Allied HealthHourly Rate Range: $40.36 - $56.30
Added 1 hour ago
Supervisor IT Client Services (E26-185)
FortisAlberta
Airdrie, AB
Under the general direction of the Manager IT Client Services, the Supervisor IT Client Services is responsible for managing the day-to-day operations of the IT Service Desk and Deskside…

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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