Job Description

Job ID

1940

Work Type

Hybrid

Business unit

Advisory Services

Pay grade

L - OTH

Apply before

13 September 2025

Number of openings

1

Posting type

Internal & External

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

As ATB's next Portfolio Analyst

, you will be a key resource for ATB Wealth advisors and their clients, providing essential sales enablement and educational support. You'll apply your expertise in investment products and industry knowledge to help advisors evaluate, build and recommend portfolios that align with their clients' goals and best interests.


Accountabilities

Your role is multifaceted, with responsibilities that span analysis, advisory support, and content creation.



Portfolio analysis and recommendations:

You will perform detailed analyses of client and prospect portfolios, offering key insights into areas such as asset mix, performance, risk, and cost. This analysis is crucial for making recommendations that help advisors better align portfolios with a client's specific needs, which in turn contributes to asset growth and retention. You will also:

Collaborate with advisors to create investment proposal documents. Provide personalized product recommendations based on qualitative and quantitative data, ensuring suitability and alignment with ATB Wealth's investment values. Stay informed on industry trends and client demand to contribute to the firm's recommended product shelf. Effectively communicate key insights and recommendations to advisors.


Educational support and content creation:



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.
Skills, experience & requirements

Competencies and skill sets

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.


Designations and experience

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.

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.