At ATB, we exist to make it possible for our clients, team members and communities. 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: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. We're on a continuous journey to build the most flexible and inclusive programs.

We want to enable your success through interesting and challenging work, performance enablement, and learning and development. As ATB’s next Private Client Associate, you will often be the first point of contact with clients. We hope that you will add your own creative touch when building relationships through actively listening to the client.

Your day will include preparing meeting support, account documentation, correspondence, investigating queries and creating customized reporting. You will provide valuable assistance to the Investment Counselor(s) in executing high net worth client service programs and routines to the highest standard of client service excellence. Collaborate with the Investment Counselor(s) to provide excellent administrative support, including the preparation of sales and service meeting materials, account documentation, client correspondence, customized reporting, and trade requests ranging from basic to increasingly complex.

Devise and execute a client service program with the investment counselor(s) for new and existing private investment counsel clients within an assigned portfolio, fostering a positive client experience and high standard of excellence. Respond to and resolve increasingly complex administrative inquiries and requests across a broad range of account and transaction types. Create and maintain organized client files following standards set out by Compliance,



ensuring all appropriate documents are available and in valuable order.

Resolve any customer concerns for a triple win outcome for the client, the employee, and ATB. Provide vacation and adhoc coverage for peers, efficiently performing a broad range of inquiries and transactions with minimal guidance. Salesforce, Dataphile, PureFACTS, iBalance) along with associated policies and procedures; Maintain a strong understanding of the functions and regulatory requirements for providers of discretionary investment management services including disclosure requirements, sales and service processes, separate custodial and general compliance and oversight requirements.

Minimum 5 years related industry experience, ideally in the discretionary investment management segment serving high net worth or institutional clients University/college degree or equivalent work experience in working in the investment industry Completion of the Canadian Securities Course is considered an asset Creative ways to listen, to go above and beyond for our clients Experienced in Google Suite, although Excel wouldn’t hurt either A solid understanding of the investment industry and security types Solid knowledge and understanding of industry and firm policies pertaining to investment operations and sales compliance We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. 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. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to. #

📌 Medical Office Associate (Calgary)
🏢 ATB Financial
📍 Calgary