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Added 11 mins ago
II
Sales & Education Advisor - Toronto, Canada (Freelance)
ILIA, Inc.
Toronto, ON
- $25 to $28 CAD / hour
- Contract
We are seeking an experienced beauty advisor that is passionate about the clean color category and safe, performance driven ingredients. They will be an example and advocate of the ILIA…
Added 27 mins ago
SC
Funeral Director
Service Corporation International
Wolseley, SK
- Full-time
Transitions Arrangement Conference to Funeral Services Counselor/Advisor to present cemetery property and merchandise options, pricing, and contract completion. In absence of an FSA/FSC,…
Added 41 mins ago
LE
Seasonal Beauty Advisor - Part Time - Toronto Premium Outlets
L'Occitane En Provence
Halton Hills, ON
- Part-time
Basic technology skills and comfort learning point-of-sale and store tools.
Added 41 mins ago
LE
Seasonal Beauty Advisor - Part Time - Yorkdale Mall
L'Occitane En Provence
Toronto, ON
- Part-time
Basic technology skills and comfort learning point-of-sale and store tools.
Added 41 mins ago
LE
Seasonal Beauty Advisor - Part Time - Toronto Eaton Centre
L'Occitane En Provence
Toronto, ON
- Part-time
Basic technology skills and comfort learning point-of-sale and store tools.
Added 41 mins ago
LE
Seasonal Beauty Advisor - Part Time - Niagara Outlets
L'Occitane En Provence
Niagara-on-the-Lake, ON
- Part-time
Basic technology skills and comfort learning point-of-sale and store tools.
Added 41 mins ago
LE
Seasonal Beauty Advisor - Part Time - Sherway Gardens
L'Occitane En Provence
Toronto, ON
- Part-time
Basic technology skills and comfort learning point-of-sale and store tools.
Added 41 mins ago
LE
Seasonal Beauty Advisor - Part Time - Fairview Mall
L'Occitane En Provence
Toronto, ON
- Part-time
Basic technology skills and comfort learning point-of-sale and store tools.
Added 41 mins ago
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Senior Advisor, Business strategies
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 41 mins ago
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Sr. Manager, Intelligent Business Process
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 57 mins ago
CONTRACT - Financial Advisor, Investment & Retirement Planning - Dundas, Ontario
Scotiabank
Hamilton, ON · Dundas, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 57 mins ago
S
Beauty Advisor - Part Time
Sephora
Ottawa, ON
- $19.2 to $22.6 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
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US Corporate Tax - Calgary - Senior Manager
EY
Calgary, AB
- Full-time
…glimpse deep inside a company’s business and become a trusted advisor, working collaboratively on teams that influence major business decisions. Demand has made international tax a rapidly…
Added 1 hour ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 1 hour ago
SE
Senior Tax Advisor
Source Energy Services
Calgary, AB
- Full-time
As the primary tax resource for the company, the Senior Tax Advisor position is responsible for Source’s North American tax planning, compliance and reporting requirements. In addition,…
Added 1 hour ago
SA
Director of Finance
Services and Housing In the Province (SHIP)
Mississauga, ON
- Full-time
Serve as a key advisor on financial strategy, risk management, budgeting, forecasting, and business planning
Added 1 hour ago
WS
Adjoint.e administratif·ve – Expérience Étudiant.e (École de Gestion Williams) // Administrative Assistant – Student Experience (Williams School of Business)
Williams School of Business
Sherbrooke, QC
- Full-time
…Business the incumbent will work closely with the Experiential Learning Coordinator and Co-op Advisor. The incumbent is responsible for supporting the daily operations of the Experiential…
Added 1 hour ago
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Principal Oracle Fusion Architect
DSP-Eclipsys
Ottawa, ON
- $125,000 to $175,000 CAD / year
Build trusted advisor relationships with client stakeholders at all levels, from Finance Directors and CPOs to CIOs and technical architects.
Added 1 hour ago
Internal Communications Manager
Infrastructure Ontario
Toronto, ON
…and business objectives. Acting as a strategic communications advisor to senior leaders, the role leads internal communications planning, employee engagement initiatives, change…
Added 1 hour ago
DA
Service Advisor - Commercial Medium Duty
Dueck Auto Group
Delta, BC
- Full-time
The Service Advisor is a professional, customer-oriented, and technically knowledgeable individual responsible for meeting with customers to determine the extent of the automotive service…
Added 1 hour ago
DC
Civil Land Development Engineer
Dillon Consulting Limited
Winnipeg, MB
- Full-time
…both internal and external stakeholders? Are you a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation in a flexible work environment, this opportunity is for…
Added 1 hour ago
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Finance Director
Perennial
Toronto, ON
- Full-time
Act as a strategic advisor to the executive team on financial planning, growth, and expansion initiatives
Added 1 hour ago
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Senior Data Science Advisor
Desjardins
Toronto, ON · Mississauga, ON · Montreal, QC · Levis, QC · Calgary, AB
- Full-time
As a senior data science advisor, you provide the data needed to make business decisions, develop solutions and services adapted to business issues and operational process optimization…
Added 1 hour ago
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Associate Vice President, Advisor Sales, Global Asset Management
BMO
Vancouver, BC · WGA
- Full-time
…accelerate growth by extending BMO GAM’s reach into high-potential advisor segments, while developing the next generation of full…
Added 1 hour ago
SS
Vice President, Corporate Strategy
Sienna Senior Living
Markham, ON
- Full-time
Continuous learning and growth so you have the skillset needed to succeed and take on new challenges

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.

Apply About employer

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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