Business growth consulting at ATB combines client needs assessments with a hybrid arrangement averaging two onsite days weekly. Guide owners toward informed growth decisions. As a Business Consultant in Private Banking and Wealth Planning, you will help owners understand business value and develop customized plans. You will address growth or transition goals, combining business and personal financial planning through ATB’s internal expert network. Your work supports owners and families as one unit. Key Responsibilities:
Conduct needs assessments and uncover business owner priorities Advise on growth strategies and successful business exits Coach families through challenging personal or family dynamics Connect clients with internal experts for coordinated solutions Develop relationships and contribute to business development Requirements:
University degree in commerce, business, or related field Six years of direct client interaction experience Experience in financial institutions, consulting, accounting, or law Advanced education or credentials such as CPA, CBV, or FEA Confidence presenting expertise simply and educationally Apply business valuation, client advising, and collaborative planning skills while supporting growth and transitions for ATB clients.
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Business Growth Consultant ATB in Calgary employer: ATB
ATB is an exceptional employer that prioritizes the well-being and growth of its team members, offering a high-care, high-performance culture that empowers individuals to make a meaningful impact. With a commitment to inclusivity and flexibility, ATB provides opportunities for professional development and a supportive environment where unique perspectives are celebrated. Located in Alberta, the hybrid work arrangement allows for a balanced work-life experience, making it an ideal place for those seeking a rewarding career in digital banking.
