Director, Operations

ATB Financial; Calgary; On-site; CAD 100,000 - 130,000; Full time

Job summary

ATB Financial is seeking a Director of Operations to lead a high-performing team responsible for enhancing operational processes and delivering best-in-class service. The ideal candidate will have significant industry experience, strong leadership skills, and a commitment to inclusivity and collaboration.

Qualifications

• Minimum 8-10 years of industry experience with 5 years in leadership.
• Strong understanding of registered and non-registered products.

Responsibilities

• Lead a high-performing operational team to enhance service delivery.
• Identify and implement process improvements for business growth.

Skills

Collaboration

Analytical Skills

Interpersonal Communication

Education

Post Secondary Education

CSC or IFIC Certification

Tools

Google Suite

Job description

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 Director, Operations you will lead a high-performing operational team that supports the performance of key processes that provide best-in-class service to our clients. You will be responsible to steer vision, set goals, and prioritize efforts to help achieve growth while continually developing and enhancing operational processes. This role collaborates regularly with internal teams and third party service providers to efficiently and effectively run the day to day operational functions of a self clearing dealer.

Accountabilities

• Oversight of the teams ensuring operational tasks and responsibilities are completed accurately and in a timely manner. This includes plan / non plan tax reporting requirements, registered plan processing, estate support and disbursement processes, advisor support functions, corporate actions, Wealth platform support and oversight of clients accounts.
• Responsible to influence and execute on strategic goals.
• Identify, develop, and implement effective and efficient process or system improvements in order to strengthen daily core tasks and support business growth.
• Provide leadership in maintaining an effective internal controls discipline and in achieving strong audit results.
• Maintain key internal and external partner relationships and open lines of communication with a view to enhancing efficiency and capacity.
• Ability to steer vision with a focus on the execution of strategy through leadership of a larger and multi-level team.
• Partner with other leaders, both within Operations and the broader ecosystem to support a variety of strategic initiatives and projects.
• Lead, coach, and mentor a diverse team through the lens of the ATB IDs and support the culture at all levels internally and externally.

Skills, experience & requirements

• Post secondary education preferred or an equivalent combination of education and experience, CSC or IFIC certification an asset.
• Minimum 8-10 years of industry experience with a minimum of 5 years of leadership experience.
• High degree of collaboration skills to partner with stakeholders.
• Advanced understanding of operational processes and dealer functions.
• Ability to adapt well in different situations and balance competing projects and priorities, motivating and supporting team members to do the same.
• Ability to provide timely, constructive feedback, both giving and receiving it openly.
• Highly organized approach to work and ability to meet time sensitive deadlines.
• Strong analytical and interpretive skills to recognize and comprehend complex issues, policies, regulatory requirements and industry information.
• Very strong understanding of registered and non-registered products, tax reporting and governance (FATCA / QI, CRS, CRA, etc).
• Strong interpersonal communication (written and verbal) and listening skills.
• Proficient with technology (hardware and software) including the Google Suite.

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 [e-mail] .

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.