Shape the future of wealth management with ATB as a Practice Management Consultant. Provide expert guidance to advisors, enhancing their performance and achieving growth goals in a collaborative workplace.

In this temporary 12-month role, you will support advisors in transforming practice models and optimizing client interactions. Your ability to synthesize insights and operational strategies will directly influence advisory success. Collaborate with various stakeholders to ensure practices align with ATB's objectives and enhance advisor capabilities through training and mentorship.

Key Responsibilities:
• Support strategic projects to enhance advisor practices
• Collaborate with leaders to refine consulting solutions




• Equip directors with insights for coaching discussions
• Develop guidelines for practice optimization
• Conduct reviews of processes and Salesforce usage

Requirements:
• Minimum 5 years in consulting or financial services
• Expertise in practice management and operational efficiency
• Advanced knowledge of Salesforce tools and enhancements
• Strong ability to influence and connect with stakeholders
• University degree in Business or related fields

Elevate your career by leveraging your expertise in practice management at ATB.
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📌 Practice Management Consultant at ATB (Alberta)
🏢 ATB Financial
📍 Alberta