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Added 13 mins ago
S
Asset Protection Partner
sephora.com
Toronto, ON
- $25 to $30 CAD / hour
- Full-time
Conduct store self-audits, checklists and safety inspections. Communicate findings to store Leadership team and District Loss Prevention Manager.
Added 26 mins ago
D
Senior Product Manager – Data Services
DNV
Montreal, QC
- Full-time
The Senior Product Manager – Data Services is a senior product contributor within the Product organization, reporting to the Head of Section, Data Services. This role is responsible for…
Added 27 mins ago
J
Senior Program Manager, Enterprise Imaging Implementations
Jobgether
Canada
- Full-time
…applications and next steps. Our partner is looking for a Senior Program Manager, Enterprise Imaging Implementations based in…
Added 28 mins ago
D
Digital Product Manager - Intelligent Workflows
DNV
Toronto, ON
- Full-time
The Digital Product Manager - Intelligent Workflows is a strategic role within the Product organization, reporting to the Head of Section. This role is responsible for supporting product…
Added 56 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 56 mins ago
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Software Engineer - AI/Inference /Gateway
Nutanix
Vancouver, BC
- $103,000 to $155,000 CAD / year
- Full-time
You will report to a seasoned Technical Manager who will provide mentorship and guidance as you navigate through your responsibilities. The work setup at Nutanix AI is a hybrid model,…
Added 56 mins ago
EC
Mental Health & Addiction Treatment Support Worker FT
EHN Canada
Carters Point, NB
- $21 to $23 CAD / hour
- Full-time
…Support Worker supports the daily operation of the treatment program and contributes to a safe, respectful, structured, and recovery-oriented environment for clients and…
Added 58 mins ago
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Manager, Program Management (People Analytics)
Walmart
Mississauga, ON
- Full-time
The Manager, Program Management (People Analytics) plays a pivotal role in leveraging People data, analytics, and program management to drive data-informed decision-making, translate…
Added 1 hour ago
M
Senior Manager, Organic Growth
Mistplay
Toronto, ON
- $120,000 to $165,000 CAD / year
- Full-time
Mistplay is seeking a strategic and hands-on Senior Manager of Organic Growth to help build and scale the organic acquisition engine for our fast-growing rewarded gaming platform. This…
Added 1 hour ago
AG
Senior Manager, Catalyst
Adelphi Group
Toronto, ON
- Full-time
As Senior Manager, Integrated Communications (Earned Media & Influencer) at Golin Toronto, you are a strategic communications professional who understands how to connect business objectives…
Added 1 hour ago
S
Asset Protection Partner
Sephora
Toronto, ON
- $25 to $30 CAD / hour
Conduct store self-audits, checklists and safety inspections. Communicate findings to store Leadership team and District Loss Prevention Manager.
Added 1 hour ago
Senior Technology Auditor
Rogers Communications
Brampton, ON
CISM (Certified Information Security Manager)
Added 1 hour ago
C
Engagement Manager - Aerospace Sector
Capgemini
Montreal, QC
- $76,336 to $166,552 CAD / year
Responsable d’Engagement (Engagement Manager) – Secteur Aérospatial
Added 1 hour ago
EG
Design Manager, Ductbank Package
Egis Group
Toronto, ON
- $125,000 to $175,000 CAD / year
- Full-time
In the role as Design Manager, Ductbank Package, you will be responsible for managing the complex design coordination required for the Ductbank Package. This role is accountable for the…
Added 1 hour ago
Data Entry Clerk (Accounts Payable)
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Reporting to the Manager, Accounts Payable, this position will provide data entry into the TCHC’s Financial System (HoMES / Yardi), and run related transaction reports.
Added 1 hour ago
G
Lead Cleaner
Guckenheimer
London, ON
- Full-time
…and disability insurance, as well as a comprehensive leave program based on employment status. The hourly pay range for this position is $25.00 per hour -$28.00 per…
Added 2 hours ago
EG
Route Supervisor
Emterra Group
Barrie, ON
- Full-time
…ourteam and support the Barrie. Reporting to the Operations Manager you will be a hands-on supervisorassisting with all aspects of the collection's operations, as well as supporting the…
Added 2 hours ago
CC
District Sales Manager, Large Store
Coca-Cola Canada Bottling Limited
Hamilton, ON
- Full-time
The District Sales Manager, Large Store is reponsbile for all sales priorities and initiatives within their territory for Large Store customers. The DSM is also responsible for the…
Added 3 hours ago
SD
Senior Manager, Learning, Development and Engagement
Shoppers Drug Mart
Toronto, ON
- Full-time
…From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every…
Added 3 hours ago
A&
Assistant Manager - Yorkdale, Abercrombie & Fitch
Abercrombie & Fitch Co.
Toronto, ON
- Full-time
The Assistant Manager is a multi-faceted role that merges business strategy, operations, creativity, and people management. Strategically, assistant managers are responsible for driving…
Added 3 hours ago
A&
Assistant Manager - Toronto Premium Outlets, Abercrombie & Fitch
Abercrombie & Fitch Co.
Halton Hills, ON
- Full-time
The Assistant Manager is a multi-faceted role that merges business strategy, operations, creativity, and people management. Strategically, assistant managers are responsible for driving…
Added 3 hours ago
TP
Sales Representative
Target Products Ltd.
Calgary, AB
- $70,000 to $80,000 CAD / year
- Full-time
- On-site
…account, disability coverage, employee & family assistance program, a wellness program and a company RRSP matching program. Target hosts several employee events throughout the year. We…
Added 3 hours ago
SM
Business Development Manager
Swish Maintenance Limited
Barrie, ON
- Full-time
The Business Development Manager is responsible for growing the Swish brand, by facilitating new business growth and onboarding new customers through the actions of prospecting and…
Added 3 hours ago
EL
Associate Director, Market Access & Reimbursement Strategy Speciality Portfolio
Eli Lilly and Company
ON · Ontario, Canada
- Full-time
…least 50% of the time), determined in collaboration with your manager and based on business…
Added 3 hours ago
EG
Route Supervisor
Emterra Group
Barrie, ON
- Full-time
…our team and support the Barrie. Reporting to the Operations Manager you will be a hands-on supervisor assisting with all aspects of the collection's operations, as well as supporting the…

ATB Financial

Practice Management Strategist

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 6, 2026

Original job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

About

Life at ATB is about more than work. 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:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you - the unique, authentic you - to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

Please note: This is a temporary 12 month term opportunity with potential for extension.

The Practice Management Strategist will drive and scale the practice management pilot in partnership with Private Investment Counsel (PIC), Private Banking (PB), and selected external practice management vendor(s). This role focuses on structuring pilot programs, establishing practice frameworks, and integrating external systems to enhance advisor capacity and performance. Acting as a program lead, you will collaborate closely with the learning team, leadership, and technical teams to adapt practice management templates, customize playbooks, analyze performance metrics, and embed AI solutions into modern wealth management workflows.

Accountabilities

Program Leadership & Project Management: Act as the primary program lead to participate in strategic meetings, support implementation, drive cross-functional alignment, and ensure seamless collaboration with leadership and stakeholders.
Framework & Playbook Customization: Partner with internal partners and external vendor(s) to adapt practice management templates and build customized practice playbooks specifically tailored for the PIC and PB groups.
Metrics & Performance Analysis: Analyze leading and lagging practice indicators (including Practice Management Index [PMI] metrics) to identify skill gaps, evaluate high-performance versus support needs, and help define performance standards across roles.
AI & Modern Practice Integration: Assess and integrate artificial intelligence applications into modern wealth management practices to support advisor efficiency and scalability.
Communication & Stakeholder Management: Develop targeted communications regarding the pilot and its initiatives, maintaining transparency and alignment across the practice and mastery teams.
Workflow Integration: Work closely with technical and operational teams to integrate vendor data, established advisor assessments, and practice metrics into internal systems.

Skills

Skills, experience & requirements

Project & Program Management: Proven ability to lead complex, multi-stakeholder initiatives and drive cross-functional alignment.
Data & Metrics Analysis: Strong analytical capability to interpret leading and lagging practice indicators, evaluate performance standards, and identify skill or capacity gaps.
Communication & Stakeholder Engagement: Excellent written and verbal communication skills to develop targeted messaging, manage stakeholder expectations, and maintain alignment across teams.
Consultative & Advisory Frameworks: Familiarity with practice management methodologies, advisory playbooks, and experience with external vendor integration
AI & Modern Practice Literacy: Understanding of how artificial intelligence and emerging technologies apply to and support modern wealth management workflows.

Experience & Requirements

A strong background in wealth management, practice management, learning, or program leadership.
Proven success partnering with diverse groups - such as enterprise learning, senior leadership, and external vendors - to build and scale customized operational frameworks.
Experience supporting or managing business pilots, change management initiatives, or capacity-building programs within financial services (specifically working with established advisor segments
Post-Secondary Degree in Business, Commerce, Finance, Human Resources, Organizational Development, or a related field (or an equivalent combination of education and directly relevant professional experience).
Certified Management Consultant (CMC), Project Management (PMP, CAPM), or Financial Services (CIRE, CFP, CIM) designations considered an asset.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role - but you might not check all the boxes - we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

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.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.

Apply About employer

More about this job

Responsibilities

Lead and scale a practice management pilot for Private Investment Counsel and Private Banking, coordinating internal teams and external vendors to customize frameworks and playbooks. Analyze practice performance metrics, integrate vendor data and AI-enabled solutions into workflows, and communicate pilot progress to stakeholders.

Requirements

Candidates should have a strong background in wealth management, practice management, learning, or program leadership, with experience leading complex initiatives and partnering across teams and with vendors. A post-secondary degree in a relevant field or equivalent experience is requested; project management, consulting, or financial services designations are considered an asset.

Skills

Project Management
Program Leadership
Cross-Functional Collaboration
Data Analysis
Performance Metrics
Stakeholder Management
Communication
Practice Management
Advisory Frameworks
Vendor Integration
Artificial Intelligence
Wealth Management
Change Management
Workflow Integration
Learning and Development

Visa sponsorship

Not detected in the job text

Keywords

Private Investment Counsel
Private Banking
Practice Management
Practice Management Index
Wealth Management
Advisor Playbooks
Program Leadership
Project Management
Performance Metrics
Leading Indicators
Lagging Indicators
Artificial Intelligence
Vendor Integration
Workflow Integration
Change Management
Business Pilots
Capacity Building
Cross-Functional Collaboration
Stakeholder Engagement
Enterprise Learning
Project Management Professional
Certified Associate in Project Management
CIRE
Certified Financial Planner
Chartered Investment Manager

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