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 cooperative planning skills while supporting growth and transitions for ATB clients.

📌 Business Growth Consultant Atb (Calgary)
🏢 ATB
📍 Calgary