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 cooperative 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 usageRequirements:
Minimum 5 years in consulting or financial services
Expertise in practice management and operational efficiency
Advanced knowledge of Salesforce tools and enhancements
Robust ability to influence and connect with stakeholders
University degree in Business or related fieldsElevate your career by leveraging your expertise in practice management at ATB.#J-18808-Ljbffr

📌 Practice Management Consultant At Atb Calgary (Canada)
🏢 ATB Financial
📍 Canada