Job Description

Job ID

2203

Work Type

Hybrid

Business unit

Advisory Services

Pay grade

L - OTH

Apply before

24 November 2025

Number of openings

3

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 Senior Capital Markets Business Analyst (Salesforce)

, you will serve as a permanent, specialized administrator and strategic analyst, responsible for the non-coding configuration and long-term governance of our Salesforce platform supporting the multi-coverage Capital Markets team. Your initial focus will be the successful execution of the Advisory CRM Project for our upcoming Capital Markets implementation. However, the permanent mandate of this role is the continuous sustainment, evolution, maintenance, and expansion of the platform across all strategic business lines beyond the initial implementation phase.

Additional Information:

This position has a hybrid work arrangement. On-site work is based on business priorities.
Accountabilities
Lead the translation of complex Capital Markets business requirements into detailed, non-coding declarative platform configurations, including managing Flows, Validation Rules, Custom Objects, and other Salesforce Financial Services Cloud (FSC) platform settings. Salesforce FSC functional SME responsible for gap analysis between requirement and OOTB solutions / Gold standards and system design. Define, manage, and prioritize the Capital Markets Salesforce FSC configuration backlog (e.g., in JIRA), ensuring all enhancements and fixes align with the strategic roadmap and business objectives. Establishes and enforces standards for declarative best practices and configuration documentation across the Capital Markets Salesforce FSC platform. Own and execute the non-developer Release Management function, which includes monitoring and producing Capital Markets Salesforce FSC Release Notes, coordinating deployment timelines with the Engineering team, and overseeing rigorous sandbox testing and environment synchronization (development, staging, production) to prevent configuration drift. Provide day-to-day configuration, support, maintenance, and continuous optimization of the Capital Markets CRM platform to drive operational efficiency and user adoption. Interpret and implement business plans set by our executive into SF priorities and execution work, ensuring alignment of the platform strategy with organizational outcomes. Mentor and guide less experienced configuration staff and internal users on best practices, system optimization, and efficient utilization of the Salesforce FSC platform. Act as the primary subject matter expert and go-to person for program or large-scale platform level configuration topics.
Skills, Experience & Requirements
Bachelor's degree or diploma with Commerce, Accounting, Finance or Business Administration is considered an asset

Required Certifications (Mandatory)

: Active

Salesforce Certified Administrator certification

Highly Desired Certifications (Strong Asset)

: Salesforce Certified Business Analyst

Experience: Minimum 3+ years of direct, hands-on Salesforce platform

configuration experience in a complex financial services setting

Domain Expertise:

Deep, demonstrated Capital Markets expertise and understanding, specifically related to multi-coverage workflows (e.g., investment banking, sales, trading, research, foreign exchange, or cash management), required to ensure accurate configuration and business alignment. Experience or proficiency with Google Workspace, JIRA, and Agile methodologies (e.g., Scrum, Lean)

Technology Assets (Enhanced)

: Familiarity with modern DevOps tools for configuration deployment (e.g., Copado, Gearset) and environment management is a strong asset Ability to identify trends, patterns, and insights from data to drive process improvements and strategic recommendations Aptitude for diagnosing issues within CRM systems and providing logical, efficient solutions Ability to think critically about how to optimize systems and empower users Proactive in identifying opportunities for improvement Excellent verbal and written communication skills to articulate technical concepts to non-technical stakeholders and to document processes clearly Strong interpersonal skills and a client-centric mindset Proven track record of improving operational efficiency or user experience through system enhancements or process changes

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.