Wealth Management Student

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

ATB 101 is our student work experience and engagement program that plays an integral role in the success of our business. As an ATB 101 student you will have a unique opportunity to contribute to ATB through challenging, meaningful and diverse opportunities while creating happiness for our customers and each other. Oh and we promise you’ll have a lot of fun doing it!

ATB is more than just a bank and ATB 101 is more than just a student job.

Do you want to have an opportunity to work with customers, businesses and industries that drive Alberta’s economy? Do you have a desire to understand the very core of our business and be part of the evolution of serving our customers? If so, ATB might be right for you.

As ATB’s next Wealth Management Student, you will have the opportunity to learn about ATB’s Wealth Management. The team you will be working with provides investment advice and holistic financial planning needs to existing and prospective clients. You will provide administrative back office support to the team in enhancing the client experience. In addition, you will gain exposure to the inner workings of a Wealth management firm and gain a deeper understanding of the different roles, skills and knowledge that is required to service and provide an exceptional experience for our clients.

Accountabilities

Working in collaboration with the ATB Wealth management team, the position will focus on the following areas:

• Provide administrative support to the Financial Advisors. This would include closing zero balance accounts, householding clients properly, maintaining leads in SalesForce, preparing reports, and other ad hoc responsibilities.

• Assisting the Financial Advisors in preparing for client meetings. This would include helping to schedule Annual reviews in SalesForce, calling clients to book appointments, preparing meeting templates and entering data for financial plans.

• Developing and executing marketing initiatives for the Financial Advisors. This may include creating Engage emails to existing clients, assisting with slide decks for client presentations, creating Engage invitations to target demographics, and/or helping prepare LinkedIn updates.

• Project work including responsibility to run a project with start to finish during the summer tenure.

• Assist the team with adhoc and timely requests (as required).

• Establish your role objectives as an ATB 101 team and how you will accomplish this (including resources, timelines, milestones, etc).

• Establish connections and touchpoints with fellow ATB 101 students to work on group projects.

Skills, experience & requirements

• Highly motivated and excited to learn.

• Strong organizational and detail-oriented skills.

• Customer service experience and/or skills.

• High proficiency with computer applications, especially Google.

• Analytical skills, with the ability to navigate and work in spreadsheets (eg: Excel, Google Sheets), data mining, etc.

• Excellent verbal and written communication skills.

• Basic knowledge and interest in the investment management industry.

• Proven ability to develop strong relationships with partners.

• Ability to work in a virtual environment independently and in collaboration with team members.

• Eagerness to roll up your sleeves, take on and seek out new challenges.

• Keen to gather information and seek answers and solutions that ensure the quality and integrity of your deliverables.

• Productive, adaptable, reliable and responsible.

• Ability to take initiative, stand up, speak out, and identify opportunities for change.

• You are client obsessed and know how to deliver WOW to your clients and your teammates.

• Enrolment in a post-secondary institution.

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 [email protected]

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.