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ATB

Transfers Specialist I

Lloydminster, SK, Canada
Alexis Whitecourt 232, AB, Canada
Andrew, AB, Canada
Athabasca, AB, Canada
Banff, AB, Canada
Barrhead, AB, Canada
Beaumont, AB, Canada
Beaverlodge, AB, Canada
Bonnyville, AB, Canada
Bow Island, AB, Canada
Boyle, AB, Canada
Breton, AB, Canada
Brooks, AB, Canada
Calgary, AB, Canada
Camrose, AB, Canada
Canmore, AB, Canada
Cardston, AB, Canada
Caroline, AB, Canada
Carstairs, AB, Canada
Castor, AB, Canada
Chestermere, AB, Canada
Claresholm, AB, Canada
Coaldale, AB, Canada
Cochrane, AB, Canada
Cold Lake, AB, Canada
Consort, AB, Canada
Coronation, AB, Canada
Crossfield, AB, Canada
Didsbury, AB, Canada
Drayton Valley, AB, Canada
Drumheller, AB, Canada
Edmonton, AB, Canada
Edson, AB, Canada
Elk Point, AB, Canada
Fairview, AB, Canada
Falher, AB, Canada
Foremost, AB, Canada
Forestburg, AB, Canada
Fort Macleod, AB, Canada
Fort McMurray, AB, Canada
Fort Saskatchewan, AB, Canada
Fort Vermilion, AB, Canada
Grande Prairie, AB, Canada
Granum, AB, Canada
Grimshaw, AB, Canada
Hanna, AB, Canada
High Level, AB, Canada
High Prairie, AB, Canada
Hinton, AB, Canada
Hythe, AB, Canada
Innisfail, AB, Canada
Jasper, AB, Canada
Killam, AB, Canada
La Crête, AB, Canada
Lac la Biche, AB, Canada
Lacombe, AB, Canada
Lamont, AB, Canada
Leduc, AB, Canada
Lethbridge, AB, Canada
Linden, AB, Canada
Magrath, AB, Canada
Manning, AB, Canada
Mayerthorpe, AB, Canada
Medicine Hat, AB, Canada
Milk River, AB, Canada
Nanton, AB, Canada
Okotoks, AB, Canada
Olds, AB, Canada
Onoway, AB, Canada
Oyen, AB, Canada
Peace River, AB, Canada
Picture Butte, AB, Canada
Pincher Creek, AB, Canada
Ponoka, AB, Canada
Provost, AB, Canada
Raymond, AB, Canada
Red Deer, AB, Canada
Redwater, AB, Canada
Rimbey, AB, Canada
Rocky Mountain House, AB, Canada
Rycroft, AB, Canada
Sherwood Park, AB, Canada
Slave Lake, AB, Canada
Smoky Lake, AB, Canada
Spirit River, AB, Canada
Spruce Grove, AB, Canada
St. Albert, AB, Canada
St. Paul, AB, Canada
Stettler, AB, Canada
Stony Plain, AB, Canada
Strathmore, AB, Canada
Sundre, AB, Canada
Sylvan Lake, AB, Canada
Taber, AB, Canada
Thorsby, AB, Canada
Three Hills, AB, Canada
Tofield, AB, Canada
Trochu, AB, Canada
Two Hills, AB, Canada
Valleyview, AB, Canada
Vegreville, AB, Canada
Vermilion, AB, Canada
Viking, AB, Canada
Vulcan, AB, Canada
Wainwright, AB, Canada
Westlock, AB, Canada
Wetaskiwin, AB, Canada
Wildwood, AB, Canada
Airdrie, AB, Canada
AB, Canada
Diamond Valley, AB, Canada
Whitecourt, AB, Canada

Job type: Full-time
Experience: 3–5 years of experience within the financial services/securities industry, with specific knowledge of wealth operations and transfers processes.
Posting language: English
Posted: Sep 18, 2026

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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).

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 12 month term opportunity.

As ATB Wealth’s next Specialist I, Transfers, you will serve as a vital bridge between daily transfer operations and technical execution across our wealth platforms. Over this 12-month term, you will act as a citizen developer and systems analyst to build robotics solutions, optimize operational workflows, and support strategic and regulatory initiatives. Reporting to the Manager of Transfers, your work will directly mitigate operational risk, improve processing efficiency, and elevate the service experience for our advisory partners and clients.

Who are we?
Listening to Albertans. Going deeper to understand who they are and where they’re going. Translating the complex world of banking and investing into brilliantly simple solutions. Creating happiness and doing things other banks wouldn’t do. That’s ATB Wealth.

ATB Wealth is the wealth management division of ATB Financial. Our team of advisors have a passion for listening to the needs of their clients; a desire to develop trusting relationships through smart, simple and helpful investment advice; and a commitment to helping Albertans live the life they want to live.

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

Act as a citizen developer within Transfers to identify, analyze, and build robotics and automation solutions that streamline workflow efficiency.
Bridge business operational needs with technical execution by collaborating directly with developers, product owners, and end-users during discovery, design, and deployment.
Support key strategic and regulatory initiatives.
Analyze operational procedures, system workflows, and processing trends to make actionable recommendations for process improvements.
Develop test cases, conduct functional testing, and facilitate implementation support for new system features and automation scripts.
Connect and cultivate productive working relationships across Transfers, Advisory Services, and external partner networks.
Coach and mentor junior team members on new technical tools, updated compliance rules, and optimized processing procedures.
Maintain a deep knowledge of wealth operational platforms, specifically Dataphile and Salesforce.
Leverage your knowledge of the wealth management industry to promote efficient and effective operational support.
Recognize and analyze problems through several lenses, identify gaps and themes in process, and be part of the solution.
Serve as an escalation point for complex technical transfer issues, collaborating across operational and advisory teams to investigate root causes and recommend resolution.

Skills, experience & requirements

3–5 years of experience within the financial services/securities industry, with specific knowledge of wealth operations and transfers processes.
Practical exposure or strong aptitude for citizen developer tools, robotics process automation (RPA), or systems analysis.
Intermediate to advanced technical proficiency, including strong hands-on experience with Dataphile, Salesforce, and the Google Suite.
Applied understanding of project methodology, requirements gathering, and test script execution.
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.
Excellent written and verbal communication skills with a track record of effectively facilitating team training and updates.
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

The Transfers Specialist I acts as a citizen developer to build robotics and automation solutions that optimize operational workflows within ATB Wealth. They serve as a bridge between business operations and technical execution, supporting strategic initiatives and ensuring efficient processing across wealth platforms.

Requirements

Candidates must have 3–5 years of experience in the financial services industry with specific knowledge of wealth operations and transfer processes. Proficiency in Dataphile, Salesforce, and systems analysis tools is required, along with strong critical thinking and communication skills.

Skills

Wealth operations
Transfers processes
Robotics process automation
Systems analysis
Dataphile
Salesforce
Google Suite
Process improvement
Requirements gathering
Test script execution
Critical thinking
Data analysis
Automation
Financial services
Communication

Benefits

Flexible work programs
Inclusive work environment
Learning and development opportunities
Performance enablement

Visa sponsorship

Not detected in the job text

Keywords

Transfers Specialist
Wealth Management
Citizen Developer
Robotics Process Automation
RPA
Systems Analysis
Dataphile
Salesforce
Google Suite
Financial Services
Securities Industry
Operational Risk
Workflow Efficiency
Automation
Process Improvement
Regulatory Initiatives
Test Cases
Functional Testing
Advisory Services
Compliance
Data Analysis
Project Methodology
Requirements Gathering
Technical Execution
Business Operations

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