Job ID3475Work TypeHybridBusiness unitPrivate Banking and Wealth PlanningPay gradeN
- OTHApply before24 November 2026Number of openings1Posting typeInternal & ExternalAt ATB, we exist to make it possible for our clients, team members and communities. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
We're on a continuous journey to build the most flexible and inclusive programs.
We want to enable your success through compelling and challenging work, performance enablement, and learning and development.
On average, this means 2 days on-site per week. Please note that this is subject to change due to business priorities.
As ATB’s next Business Consultant you will help business owners better understand their business’s value, and guide them in the development of a custom plan for the next phase of their business based on their unique goals and needs, whether that be business growth and/or transition planning. What differentiates ATB in this offering is our ability, through our network of internal experts, to advise the business and family as one unit therefore combining both business and personal financial planning.
AccountabilitiesConducts needs assessments for business owners, uncovering client priorities, and guiding clients toward their goalsProvides tailored advice to clients on strategies to attain the desired growth and, where necessary, position the business for a successful exitWorks with business owners and their families using coaching and facilitation techniques,



being comfortable leading discussion through challenging personal or family dynamic situationsMakes appropriate connections with internal experts to collaborate on solutions to ensure personal and business needs of the client are planned for and met, optimizing value for both the client and the businessDevelops relationships with business owners, Wealth advisors, Business bankers and strategic partners, deepening client relationships and supporting client acquisition and retentionParticipates in relevant business development including thought leadership either through speaking opportunities or creating shareable contentSkills, Experience & RequirementsA University degree in Commerce, Business, or a related field (accounting, finance, Master of Business Administration, law)Advanced education, such as Chartered Professional Accountant (CPA), Chartered Business Valuator (CBV) or Family Enterprise Advisor (FEA)A minimum of 6 years of experience with direct client interaction at a financial institution and/or consulting, accounting or law firmExperience and knowledge of business transactions (preparing for sale, sale, business valuations and post transaction integration) considered an assetEntrepreneurial mindset with an ability to work in a collaborative environment with a high level of autonomyNatural confidence to present and share expertise in a simple yet educational mannerDon’t meet all the requirements on the list?We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
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📌 Business Performance Advisor (Canada)
🏢 ATB
📍 Canada