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Added 3 mins ago
DF
Member Service Representative (Part-Time - 25-30hrs)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Part-time
…phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account…
Added 1 hour ago
IF
Regional Director, Vancouver
iA Financial Group
Vancouver, BC
- Full-time
Provide regional leadership with insights into advisor needs, obstacles, and trends while reinforcing the independent and entrepreneurial culture of iA Private Wealth Management through…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 2 hours ago
NB
Expert advisor
National Bank of Canada
Montreal, QC
- Full-time
the Centre of Expertise. You support advisors in wealth management decisions,
Added 7 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 10 hours ago
T
Developing Investment Advisor
TD
London, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to…
Added 11 hours ago
A
Business Consultant
ATB
Calgary, AB
- Full-time
Develops relationships with business owners, Wealth advisors, Business bankers and strategic partners, deepening client relationships and supporting client acquisition and retention
Added 11 hours ago
T
Developing Investment Advisor (Vancouver Island)
TD
Victoria, BC
- Full-time
TD Wealth, Private Wealth Management (PWM) provides high-net worth clients with holistic discovery and planning resulting in customized wealth advice and solutions.
Added 12 hours ago
SQ
Partenaire, Développement des Affaires
Sunlife Québec
Quebec, QC
- Full-time
Added 13 hours ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
The Senior Member Experience Advisor (MAC) delivers exceptional service and advice to a diverse range of members across all divisions. This role focuses on providing proactive, holistic…
Added 13 hours ago
HI
Insurance Advisor, Real Estate Practice
HUB International
Burnaby, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 14 hours ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 14 hours ago
SW
ScotiaMcLeod Administrative Associate, Laval
Scotia Wealth Management
Laval, QC
- Full-time
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Added 14 hours ago
Financial Advisor - Eastgate Crossing, Regina, Saskatchewan
Scotiabank
Regina, SK
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 14 hours ago
Financial Advisor - Sardis, Chilliwack BC
Scotiabank
Chilliwack, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 14 hours ago
GL
Director, Enterprise Risk Management
goeasy Ltd.
Mississauga, ON
- Full-time
Reporting directly to the Chief Operations Officer, the Director, Enterprise Risk Management will play a pivotal role in building and leading a modern, scalable first-line risk management…
Added 14 hours ago
C
Sr.Financial Advisor - CIRO-MFD/AMF
CIBC
Penticton, BC
- Full-time
…grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the…
Added 15 hours ago
S
Financial Advisor - Willowbrook Park, Langley BC
Scotiabank
Langley (District), BC · City of Langley, BC
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 15 hours ago
RD
Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 15 hours ago
RD
Associate
RBC Dominion Securities
BC · West Vancouver, BC
- Full-time
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
Added 15 hours ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Toronto, ON
- Full-time
…providing operational and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are…
Added 15 hours ago
HM
Investment Operations Associate
Hunter Mercantile
Toronto, ON
- $65,000 to $75,000 CAD / year
- Full-time
Investment Operations Associate – Wealth Management & Portfolio Operations
Added 15 hours ago
B
Insurance Advisor
BCAA
Kelowna, BC
- Full-time
We are currently hiring an Insurance Advisor based in our Kelowna Service Location!
Added 15 hours ago
Financial Advisor - future opportunity, Humboldt, SK
Scotiabank
Humboldt, SK
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 15 hours ago
Financial Advisor - future opportunity, Winnipeg area
Scotiabank
Winnipeg, MB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

ATB

Business Consultant

Calgary, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Experience: A minimum of 6 years of experience with direct client interaction at a financial institution and/or consulting, accounting or law firm
Posting language: English
Posted: Oct 27, 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).

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

This position has a hybrid work arrangement. 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.

Accountabilities

Conducts needs assessments for business owners, uncovering client priorities, and guiding clients toward their goals
Provides tailored advice to clients on strategies to attain the desired growth and, where necessary, position the business for a successful exit
Works with business owners and their families using coaching and facilitation techniques, being comfortable leading discussion through challenging personal or family dynamic situations
Makes 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 business
Develops relationships with business owners, Wealth advisors, Business bankers and strategic partners, deepening client relationships and supporting client acquisition and retention
Participates in relevant business development including thought leadership either through speaking opportunities or creating shareable content

Skills, Experience & Requirements

A 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 firm
Experience and knowledge of business transactions (preparing for sale, sale, business valuations and post transaction integration) considered an asset
Entrepreneurial mindset with an ability to work in a collaborative environment with a high level of autonomy
Natural confidence to present and share expertise in a simple yet educational manner

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

The Business Consultant conducts needs assessments for business owners to guide them through growth and transition planning. They collaborate with internal experts to provide integrated business and personal financial advice while fostering strong client relationships.

Requirements

Candidates must hold a university degree in a business-related field and possess at least 6 years of experience in financial institutions, consulting, accounting, or law. Professional designations such as CPA, CBV, or FEA are highly preferred.

Skills

Business consulting
Needs assessment
Financial planning
Business valuation
Coaching
Facilitation
Relationship management
Business development
Strategic planning
Client acquisition
Client retention
Transaction advisory
Wealth management
Communication
Entrepreneurial mindset
Collaboration

Benefits

Learning and development
Performance enablement
Flexible work programs
Inclusive work environment

Visa sponsorship

Not detected in the job text

Keywords

Business Consultant
Wealth Planning
Private Banking
Business Valuation
Financial Planning
CPA
CBV
FEA
MBA
Business Growth
Transition Planning
Client Acquisition
Relationship Management
Needs Assessment
Coaching
Facilitation
Strategic Partners
Thought Leadership
Commerce
Finance
Law
Entrepreneurial Mindset
Hybrid Work
Business Transactions
Post-transaction Integration

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