A significant part of your role involves sharing your knowledge with both advisors and clients. You'll serve as a subject matter expert, providing educational support on a wide range of topics, including investment strategies, products, asset classes, and industry trends. This is done to empower advisors and strengthen their client relationships. Your contributions will include: Generating ideas and creating educational content and tools for both internal and external audiences. Contributing to articles published on the ATB Wealth website. Helping with education and sales enablement projects by monitoring and communicating emerging industry and product trends. Analytical and detail oriented with strong critical thinking and problem solving abilities. Strong communicator, both orally and written, with ability to translate complex topics to a variety of audiences including clients and seasoned advisors. Ability to work independently and effectively in a collaborative team environment. Thorough understanding of the investment industry with a particular emphasis on managed and passive products. A keen interest in financial markets and the investment industry. Undergraduate degree in Business, Finance, Economics or related field of study. At least five years of experience in the wealth management or investment industry. Strong preference for candidates having completed, or in the process of completing, the CFA Program. Sound knowledge of Microsoft Excel and Google Suite (Docs, Sheets, Slides). Experience with Morningstar Advisor Workstation would be beneficial. 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.
