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Practice Management Strategist

ATB · Lloydminster, SK, Canada · Alexis Whitecourt 232, AB, Canada · Pincher Creek, AB, Canada · Chestermere, AB, Canada · Fort McMurray, AB, Canada · Forestburg, AB, Canada · Fort Vermilion, AB, Canada · Olds, AB, Canada · High Level, AB, Canada · Picture Butte, AB, Canada · Ponoka, AB, Canada · Wainwright, AB, Canada · Three Hills, AB, Canada · Tofield, AB, Canada · Magrath, AB, Canada · Hinton, AB, Canada · Boyle, AB, Canada · Medicine Hat, AB, Canada · Athabasca, AB, Canada · Fairview, AB, Canada · Jasper, AB, Canada · Rimbey, AB, Canada · Lacombe, AB, Canada · St. Paul, AB, Canada · Sherwood Park, AB, Canada · Viking, AB, Canada · Sundre, AB, Canada · Sylvan Lake, AB, Canada · Didsbury, AB, Canada · High Prairie, AB, Canada · Carstairs, AB, Canada · Lac la Biche, AB, Canada · Cold Lake, AB, Canada · Stettler, AB, Canada · Brooks, AB, Canada · Drayton Valley, AB, Canada · Airdrie, AB, Canada · Castor, AB, Canada · Stony Plain, AB, Canada · Taber, AB, Canada · Milk River, AB, Canada · Leduc, AB, Canada · Barrhead, AB, Canada · Fort Macleod, AB, Canada · Grimshaw, AB, Canada · Killam, AB, Canada · Raymond, AB, Canada · Spruce Grove, AB, Canada · Westlock, AB, Canada · Vegreville, AB, Canada · Rocky Mountain House, AB, Canada · Spirit River, AB, Canada · La Crête, AB, Canada · Red Deer, AB, Canada · Beaumont, AB, Canada · Provost, AB, Canada · Vermilion, AB, Canada · Valleyview, AB, Canada · Caroline, AB, Canada · Linden, AB, Canada · Vulcan, AB, Canada · Canmore, AB, Canada · Slave Lake, AB, Canada · Elk Point, AB, Canada · Smoky Lake, AB, Canada · Strathmore, AB, Canada · Mayerthorpe, AB, Canada · Wildwood, AB, Canada · Hanna, AB, Canada · Foremost, AB, Canada · Peace River, AB, Canada · Wetaskiwin, AB, Canada · Okotoks, AB, Canada · Two Hills, AB, Canada · Falher, AB, Canada · Manning, AB, Canada · Nanton, AB, Canada · Trochu, AB, Canada · Rycroft, AB, Canada · Redwater, AB, Canada · Fort Saskatchewan, AB, Canada · Andrew, AB, Canada · Drumheller, AB, Canada · Thorsby, AB, Canada · Hythe, AB, Canada · Consort, AB, Canada · Breton, AB, Canada · Coronation, AB, Canada · Onoway, AB, Canada · Cochrane, AB, Canada · Bonnyville, AB, Canada · Camrose, AB, Canada · Innisfail, AB, Canada · Crossfield, AB, Canada · Edson, AB, Canada · Edmonton, AB, Canada · Claresholm, AB, Canada · Bow Island, AB, Canada · Beaverlodge, AB, Canada · St. Albert, AB, Canada · Grande Prairie, AB, Canada · Banff, AB, Canada · Oyen, AB, Canada · Calgary, AB, Canada · Lethbridge, AB, Canada · Coaldale, AB, Canada · Lamont, AB, Canada · Cardston, AB, Canada · Granum, AB, Canada · AB, Canada · Diamond Valley, AB, Canada · Whitecourt, AB, Canada

Apply About employer

ATB

Practice Management Strategist

Lloydminster, SK, Canada
Alexis Whitecourt 232, AB, Canada
Pincher Creek, AB, Canada
Chestermere, AB, Canada
Fort McMurray, AB, Canada
Forestburg, AB, Canada
Fort Vermilion, AB, Canada
Olds, AB, Canada
High Level, AB, Canada
Picture Butte, AB, Canada
Ponoka, AB, Canada
Wainwright, AB, Canada
Three Hills, AB, Canada
Tofield, AB, Canada
Magrath, AB, Canada
Hinton, AB, Canada
Boyle, AB, Canada
Medicine Hat, AB, Canada
Athabasca, AB, Canada
Fairview, AB, Canada
Jasper, AB, Canada
Rimbey, AB, Canada
Lacombe, AB, Canada
St. Paul, AB, Canada
Sherwood Park, AB, Canada
Viking, AB, Canada
Sundre, AB, Canada
Sylvan Lake, AB, Canada
Didsbury, AB, Canada
High Prairie, AB, Canada
Carstairs, AB, Canada
Lac la Biche, AB, Canada
Cold Lake, AB, Canada
Stettler, AB, Canada
Brooks, AB, Canada
Drayton Valley, AB, Canada
Airdrie, AB, Canada
Castor, AB, Canada
Stony Plain, AB, Canada
Taber, AB, Canada
Milk River, AB, Canada
Leduc, AB, Canada
Barrhead, AB, Canada
Fort Macleod, AB, Canada
Grimshaw, AB, Canada
Killam, AB, Canada
Raymond, AB, Canada
Spruce Grove, AB, Canada
Westlock, AB, Canada
Vegreville, AB, Canada
Rocky Mountain House, AB, Canada
Spirit River, AB, Canada
La Crête, AB, Canada
Red Deer, AB, Canada
Beaumont, AB, Canada
Provost, AB, Canada
Vermilion, AB, Canada
Valleyview, AB, Canada
Caroline, AB, Canada
Linden, AB, Canada
Vulcan, AB, Canada
Canmore, AB, Canada
Slave Lake, AB, Canada
Elk Point, AB, Canada
Smoky Lake, AB, Canada
Strathmore, AB, Canada
Mayerthorpe, AB, Canada
Wildwood, AB, Canada
Hanna, AB, Canada
Foremost, AB, Canada
Peace River, AB, Canada
Wetaskiwin, AB, Canada
Okotoks, AB, Canada
Two Hills, AB, Canada
Falher, AB, Canada
Manning, AB, Canada
Nanton, AB, Canada
Trochu, AB, Canada
Rycroft, AB, Canada
Redwater, AB, Canada
Fort Saskatchewan, AB, Canada
Andrew, AB, Canada
Drumheller, AB, Canada
Thorsby, AB, Canada
Hythe, AB, Canada
Consort, AB, Canada
Breton, AB, Canada
Coronation, AB, Canada
Onoway, AB, Canada
Cochrane, AB, Canada
Bonnyville, AB, Canada
Camrose, AB, Canada
Innisfail, AB, Canada
Crossfield, AB, Canada
Edson, AB, Canada
Edmonton, AB, Canada
Claresholm, AB, Canada
Bow Island, AB, Canada
Beaverlodge, AB, Canada
St. Albert, AB, Canada
Grande Prairie, AB, Canada
Banff, AB, Canada
Oyen, AB, Canada
Calgary, AB, Canada
Lethbridge, AB, Canada
Coaldale, AB, Canada
Lamont, AB, Canada
Cardston, AB, Canada
Granum, AB, Canada
AB, Canada
Diamond Valley, AB, Canada
Whitecourt, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
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).

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, experience & requirements

Skills:

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.

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More about this job

Responsibilities

The Practice Management Strategist will lead the scaling of practice management pilots by partnering with internal wealth management groups and external vendors. This role involves customizing playbooks, integrating AI solutions, and analyzing performance metrics to enhance advisor capacity and operational efficiency.

Requirements

Candidates should have a strong background in wealth management, practice management, or program leadership with experience in managing business pilots. A post-secondary degree in a relevant field is required, and professional designations such as PMP, CMC, or financial certifications are considered an asset.

Skills

Project management
Program management
Data analysis
Performance metrics
Stakeholder management
Wealth management
Artificial intelligence
Change management
Strategic planning
Cross-functional alignment
Practice management
Consultative frameworks
Operational frameworks
Capacity building
Communication

Benefits

Learning and development
Flexible programs
Inclusive work environment

Visa sponsorship

Not detected in the job text

Keywords

Practice Management
Wealth Management
Project Management
Program Leadership
Artificial Intelligence
Performance Metrics
Change Management
Business Pilot
Operational Frameworks
Stakeholder Engagement
Data Analysis
Private Investment Counsel
Private Banking
Capacity Building
Workflow Integration
PMP
CMC
CFP
CIM
CIRE
Strategic Planning
Cross-functional Collaboration
Financial Services
Modern Wealth Management
Practice Management Index

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