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Added 1 day ago
Customer Experience Associate - Hillside Shopping Centre, Victoria BC (22.5hrs/week)
Scotiabank
Victoria, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
SW
ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 day ago
RD
Associate
RBC Dominion Securities
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 1 day ago
ScotiaMcLeod Investment Associate - Toronto
Scotiabank
Toronto, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 day ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across…
Added 1 day ago
RB
Associate
Royal Bank of Canada
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 1 day ago
B
Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 1 day ago
B
Estate Insurance Associate
BMO
Toronto, ON · FCP
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 1 day ago
MF
Client Service Associate London, ON
MD Financial Management | Gestion financière MD
London, ON
- Full-time
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Added 1 day ago
Tax Administrator, Scotiatrust - Ottawa, ON
Scotiabank
Ottawa, ON
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 2 days ago
B
Associate
BMO
Toronto, ON · FCP
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 2 days ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Cantonese)
Scotiabank
Toronto, ON
The Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s…
Added 2 days ago
PC
Senior Associate, Financial Services, Digital Banking Operations, Consulting
Pwc Canada
Toronto, ON
- Full-time
As a Operations Consulting - Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 2 days ago
R
Associate
RBC
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 2 days ago
RB
Private Banker
Royal Bank of Canada
Mississauga, ON
- Full-time
We are currently seeking a dynamic Private Banker to join our growing team in the GTR area. You will be an accredited professional delivering the Black Card Experience to high net worth…
Added 2 days ago
SP
Associate Financial Advisor
SafeBridge Private Wealth
Toronto, ON
- Full-time
SafeBridge Private Wealth serves emerging affluent and high-net-worth families who expect more than standard, off-the-shelf financial advice. These families move fast, build intentionally,…
Added 2 days ago
TM
Associate Private Wealth Advisor
The Mirillion Group
Vancouver, BC
- $110,000 to $160,000 CAD / year
- Full-time
Associate Private Wealth Advisor | Vancouver, BC
Added 2 days ago
T
Associate, Private Wealth
TD
Toronto, ON
- Full-time
Do you excel at client experience, strategic initiatives, and administration? We're looking for a dynamic professional who is committed to serving clients, colleagues, and cross-team…
Added 2 days ago
R
Private Banker
RBC
Mississauga, ON
- Full-time
We are currently seeking a dynamic Private Banker to join our growing team in the GTR area. You will be an accredited professional delivering the Black Card Experience to high net worth…
Added 2 days ago
T
PIA Client Service Associate
TD
Burlington, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 2 days ago
Tax Officer, Scotiatrust - Vancouver, BC
Scotiabank
Vancouver, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Sales Associate, Sales & Partnerships - Scotia iTRADE (Mandarin/Cantonese)
Scotiabank
Toronto, ON
The Sales Associate contributes to the overall success of the Sales & Partnerships team in Canada, ensuring specific individual goals and initiatives are delivered in support of the team’s…
Added 2 days ago
PC
Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
Pwc Canada
Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
As a Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities…
Added 3 days ago
Analyst or Associate, Investment Banking, Corporate Finance Advisory - Toronto, ON
Scotiabank
Toronto, ON
…government and institutional investor clients. GBM is a full-service wholesale bank and investment dealer in Canada and Mexico and offers a range of products and services in the U.S., Latin…
Added 3 days ago
Associate, Scotia Financial Planning - Toronto East
Scotiabank
Toronto, ON
As an Associate with Scotia Financial Planning, you will embark on a rewarding career journey designed to accelerate your development as a financial services professional. Working alongside…

ATB Wealth

Senior Manager, Governance & Associates Leader

Calgary, AB, Canada
Greater Calgary Metropolitan Area, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Oct 15, 2026

Original job description

Company 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).

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

The Senior Manager, Governance & Associates is a critical leadership role within ATB Investment Management (ATBIM) responsible for the design, implementation, and oversight of the Private Investment Counsel (PIC) governance framework. This role ensures the group operates within internal risk limits and ASC regulatory requirements while overseeing the tactical development, performance, and mentorship of Associate Investment Counselors (AICs). By bridging the gap between compliance standards and frontline execution, this leader drives operational excellence, enhances the client experience, and fosters high employee engagement.

Accountabilities

Associate Leadership & Talent Development

Direct People Management: Lead the Associate Investment Counselor (AIC) team, overseeing daily workflows, tactical planning, and the execution of their core responsibilities.
Performance & Mentorship: Drive the performance management cycle for AICs, providing consistent coaching and technical mentorship to prepare them for future Lead Counselor roles.
Capacity Planning: Optimize the allocation of AIC resources across the Investment Counselor teams to ensure high levels of service and operational efficiency.
Engagement & Culture: Foster a high-performance culture by implementing professional development roadmaps and tracking employee engagement metrics within the associate group.

Governance & Regulatory Oversight

Framework Design: Develop and maintain a robust departmental governance framework that aligns with ATBIM’s risk appetite and ASC regulatory requirements.
Risk Limit Management: Establish and monitor internal risk limits for discretionary portfolios, ensuring active oversight of asset allocation drifts and concentration risks.
IPS Compliance: Lead the audit and verification process for Investment Policy Statements (IPS) to ensure every client mandate is executed with precision and documented correctly.
Compliance Liaison: Act as the primary PIC point of contact for the Compliance and Investment Management Research (IMR) teams to streamline information flow and regulatory reporting.
Audit Preparation: Oversee the preparation and organization of departmental records to ensure "audit-ready" status for internal and external regulatory reviews.

Operational Excellence

Cross-Functional Collaboration: Partner closely with the Leader of Portfolio Associates to eliminate silos and ensure a seamless hand-off between licensed and unlicensed support functions.
Client Experience Enhancement: Monitor portfolio-level data to identify trends that impact client outcomes, ensuring governance protocols translate into a superior client experience.
Process Optimization: Identify and implement process improvements within the discretionary management workflow to reduce manual errors and increase scalability.

Skills, Experience & Requirements

University Degree preferably in the business, financial or economic field, MBA would be an asset
CFA charter holder or CIM designation
Proven track record of successful cross-functional management and demonstrated expertise in modern leadership best practices
Demonstrated ability to build, empower, and retain high-performing teams while developing emerging leaders.
Demonstrated ability to elevate operational standards, champion continuous improvement, and model high performance across diverse functional areas.

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More about this job

Responsibilities

Lead and develop the Associate Investment Counselor team, including managing workflows, performance, mentorship, resource allocation, and engagement. Design and oversee the Private Investment Counsel governance framework, monitor portfolio risk and compliance, coordinate audits and regulatory reporting, and improve operational processes and client outcomes.

Requirements

A university degree, preferably in business, finance, or economics, is preferred; an MBA is an asset, and candidates should hold a CFA charter or CIM designation. Candidates should have a record of cross-functional management, modern leadership, building and retaining high-performing teams, developing emerging leaders, and improving operational standards.

Skills

People Management
Team Leadership
Coaching And Mentorship
Performance Management
Capacity Planning
Governance Framework Design
Risk Management
Regulatory Compliance
Audit Preparation
Cross-Functional Collaboration
Client Experience Enhancement
Process Optimization
Continuous Improvement
Investment Management

Visa sponsorship

Not detected in the job text

Keywords

ATB Investment Management
Private Investment Counsel
Associate Investment Counselor
CFA Charter
CIM Designation
Governance Framework
ASC Regulatory Requirements
Risk Appetite
Internal Risk Limits
Discretionary Portfolios
Asset Allocation
Concentration Risk
Investment Policy Statements
Compliance
Regulatory Reporting
Audit Readiness
Portfolio Associates
Client Experience
Operational Excellence
Process Improvement
Capacity Planning
Performance Management
Employee Engagement
Talent Development

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