Guide business growth and transition planning at ATB while using needs assessments and tailored financial advice in a hybrid arrangement. As ATB’s Business Consultant, you will help owners understand business value and develop plans aligned with their goals. You will combine business and personal financial planning through ATB’s internal expert network. The work includes advising owners and families through growth, exit, and challenging discussions.

Key Responsibilities
- Conduct needs assessments and uncover business owner priorities
- Provide tailored growth and exit planning advice
- Coach families through challenging personal or business discussions
- Connect clients with internal experts for coordinated solutions




- Build relationships supporting acquisition and retention

Requirements:
- University degree in Commerce, Business, or related field
- Advanced education such as CPA, CBV, or FEA
- Minimum six years’ direct client interaction experience
- Knowledge of business transactions and valuations considered an asset
- Entrepreneurial mindset with cooperative autonomy Apply business valuation, client coaching, and financial planning expertise to help ATB owners pursue growth or successful transitions.

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