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 prioritiesAdvise on growth strategies and successful business exitsCoach families through challenging personal or family dynamicsConnect clients with internal experts for coordinated solutionsDevelop relationships and contribute to business developmentRequirements: University degree in commerce, business, or related fieldSix years of direct client interaction experienceExperience in financial institutions, consulting, accounting, or lawAdvanced education or credentials such as CPA, CBV, or FEAConfidence presenting expertise simply and educationallyApply business valuation, client advising, and cooperative planning skills while supporting growth and transitions for ATB clients.#J-18808-Ljbffr

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