Help ATB business owners understand value and plan their next phase through financial expertise, client coaching, and a hybrid work arrangement.

As ATB’s Business Consultant, you will assess needs, clarify priorities, and advise clients on strategies for growth or successful exit. You will work with owners and families, combining personal and business financial planning through internal experts. The position also includes relationship development and business development activities.

Key Responsibilities:

- Guide clients toward goals through structured needs assessments
- Advise on business growth and successful exit strategies
- Facilitate conversations involving personal or family dynamics
- Collaborate with Wealth advisors and Business bankers




- Participate in speaking opportunities or shareable content

Requirements:

- Degree in Commerce, Business, accounting, finance, or law
- CPA, CBV, FEA, or comparable advanced education
- Six years’ experience with direct financial services clients
- Transaction experience including sale and post-transaction integration
- Confidence presenting expertise simply and educationally

Bring business valuation, facilitation, and presentation expertise to ATB’s integrated planning support for owners and their families.

📌 Business Valuation Advisor ATB (Calgary)
🏢 ATB
📍 Calgary