ATB Financial

About the Company

For more than 85 years, ATB has been reimagining the way we do business. We've grown from one small treasury branch into Alberta's largest provincially based financial institution, and we don't have any plans to slow down now. We power possibility for our clients, our team members and our province--and we're leading the way to a sustainable, innovative and prosperous future. About ATB Financial With $62.0 billion in assets, ATB Financial is a leading financial institution that started in Alberta with the focus of putting people first. Our success comes from our more than 5,000 team members who love to deliver exceptional experiences to over 820,000 clients across our Personal and Business Banking, ATB Wealth Management and ATB Capital Markets businesses. ATB provides expert advice, services and products through our many branches and agencies, our 24-hour Client Care Centre, four entrepreneur centres and our digital banking options. ATB powers possibilities for our clients, communities and beyond.

Listed Jobs

Company Name

ATB Financial

Job Title

ATB 101 - Wealth Management Student

Job Description

**Job Title:** Wealth Management Student (ATB 101) **Role Summary:** Four‑month temporary position for a post‑secondary student to support ATB’s Wealth Management team. Provides administrative and back‑office assistance to Financial Advisors, contributes to client‑focused marketing initiatives, participates in events, and leads a short‑term project—all while gaining exposure to investment advisory and holistic financial planning. **Expectations:** - Deliver accurate administrative support to advisors on a daily basis. - Prepare and schedule client meetings, including annual reviews. - Create and execute targeted marketing communications. - Participate in community and client‑hosting events. - Lead a defined project from initiation to completion within the term. - Collaborate with fellow ATB 101 students on group assignments. - Meet established role objectives, timelines, and quality standards. **Key Responsibilities:** - Close zero‑balance accounts, maintain client householding, and manage leads in Salesforce. - Generate reports, update financial plan data, and produce meeting templates. - Draft client emails, assist with slide decks, and produce LinkedIn updates. - Schedule appointments, conduct client outreach, and coordinate annual review logistics. - Design and deliver marketing initiatives for specific client segments. - Support ad‑hoc requests and timely team needs. - Organize and present a summer‑term project with clear milestones and outcomes. **Required Skills:** - Highly motivated learner with strong organizational and detail‑orientation. - Customer‑service experience and a client‑obsessed mindset. - Proficiency with Google Workspace; solid Excel/Google Sheets abilities and data‑analysis aptitude. - Excellent written and verbal communication. - Basic understanding of investment management concepts. - Ability to build relationships with internal partners and external clients. - Self‑starter capable of working independently and virtually, while collaborating effectively. - Adaptable, reliable, and comfortable taking initiative and proposing improvements. **Required Education & Certifications:** - Current enrolment in a post‑secondary institution (undergraduate or graduate). - No specific certifications required; interest in finance/investment management preferred.

Red deer, Canada

On site

15-01-2026

Company Name

ATB Financial

Job Title

ATB 101 - Technical Support Student

Job Description

**Job Title** ATB 101 - Technical Support Student **Role Summary** A 4‑month, summer‑intake, entry‑level technical support role focused on providing IT assistance for platform tools, improving support processes, and building data dashboards. The student works cross‑functionally with the risk team to troubleshoot incidents, develop automation, and recommend process improvements. **Expectations** - Deliver timely technical support for organizational software and hardware. - Collaborate with risk and other teams to resolve priority incidents and design long‑term solutions. - Build and maintain troubleshooting checklists, intake processes, and automation tools. - Perform data entry, analysis, and create dashboards to support investigations. - Identify and implement process improvements to reduce inefficiencies. **Key Responsibilities** 1. Provide first‑line support for platform tools and related technical issues. 2. Partner with risk and cross‑functional teams to resolve high‑priority incidents. 3. Develop and refine standardized troubleshooting checklists and intake workflows. 4. Identify minor process inefficiencies and recommend actionable improvements. 5. Build and maintain automation queries and dashboards to streamline support tasks. 6. Conduct data entry and analysis to support investigations and reporting. **Required Skills** - Current enrollment in an IT Systems, Computer Science, or related program. - Working knowledge of organizational software and hardware troubleshooting, customization, and upkeep. - Experience in IT support or data‑analysis roles preferred. - Strong verbal and written communication; active listening and constructive feedback. - Strategic and critical thinking with systems‑thinking approach. - Self‑motivated, organized, and able to manage multiple tasks and stakeholder expectations. - Ability to prioritize tasks and work collaboratively in a team environment. **Required Education & Certifications** - Enrollment in a relevant Bachelor’s or Master’s program in IT Systems, Computer Science, or related discipline. - No additional certifications required.

Calgary, Canada

On site

28-01-2026

Company Name

ATB Financial

Job Title

ATB 101 - Mortgage Operations Student

Job Description

**Job Title** Mortgage Operations Student **Role Summary** An entry‑level, 4‑month internship focused on mortgage operations and commission processing. Supports mortgage specialists, broker partners, and internal teams by calculating incentive commissions, resolving inaccuracies, producing and analyzing financial reports, and managing draw mortgage inquiries. Provides operational support while learning financial services and mortgage industry principles. **Expectations** - Complete all assigned tasks within set deadlines. - Maintain high accuracy and attention to detail in all calculations and reports. - Demonstrate professional customer‑service orientation and strong communication with internal and external stakeholders. - Show initiative in learning mortgage processes and contributing to process improvements. **Key Responsibilities** - Process and calculate commission payments for Mortgage Specialists and Broker Partners. - Investigate incorrect commission cases, identify causes, and implement corrections. - Generate, analyze, and report on both current (“as‑is”) and future (“to‑be”) financial data. - Respond to inquiries and resolve issues related to draw mortgage applications. - Build and maintain positive relationships with internal teams (Accounts Payable, CFO, Mortgage Services) and external partners. - Support senior leadership in developing new platforms, processes, and reporting systems. - Identify opportunities for process efficiencies and recommend improvements. **Required Skills** - Strong analytical, problem‑solving, and planning abilities. - Ability to remain decisive, creative, and flexible within established policies. - High attention to detail and accurate data handling. - Excellent time‑management skills. - Strong verbal and written communication skills. - Exceptional customer‑service orientation and ability to establish professional relationships. - Willingness and ability to learn mortgage and build industry concepts. **Required Education & Certifications** - Currently enrolled in a postsecondary program in Economics, Finance, or a related sciences discipline. ---

Calgary, Canada

On site

03-02-2026

Company Name

ATB Financial

Job Title

Technology Proficiency & Adoption Specialist

Job Description

**Job Title:** Technology Proficiency & Adoption Specialist **Role Summary:** Bridge the gap between technical advancements and employee needs by translating complex tools into accessible solutions, ensuring teams feel confident and empowered through technology. **Expectations:** Drive adoption of digital tools, support change initiatives, maintain self-serve resources, and foster continuous learning through collaboration and innovation. **Key Responsibilities:** - Communicate tech updates clearly, emphasizing impact and relevance through internal channels and resources. - Design and deliver education programs (e.g., workshops, onboarding) to enhance team skills and proficiency. - Maintain and optimize knowledge repositories (ServiceNow, Gemini) for self-service accessibility. - Oversee implementation of Google Workspace and Gemini innovations, including Alpha testing and product changes. - Collaborate with cross-functional teams to align tech strategies with user needs and business goals. **Required Skills:** - Translate technical jargon into user-friendly language. - Champion change management to support adoption of new tools and workflows. - Deep understanding of employee technology needs, with expertise in knowledge management. - Facilitate learning experiences, adapting delivery to evolving project requirements. - Design structured educational content (guides, training series) for practical and scalable adoption. - Build collaborative relationships to resolve complex challenges proactively. **Required Education & Certifications:** Bachelor’s degree in related field or equivalent experience. No specific certifications required.

Edmonton, Canada

On site

16-02-2026