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.

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