Opens an external site
- Employment type
- Full-time
- Experience level
- Senior · 6+ years
- Minimum education
- Professional degree
- Posting language
- English
- Working hours
- 40 hours per week
- Office presence
- 2 days per week
Job summary
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.
Job details
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.
What you’ll do
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.
Benefits
- Learning and development
- Performance enablement
- Flexible work programs
- Inclusive work environment
Listed skills
- Collaboration · Preferred
- Communication · Preferred
- Financial planning · Preferred
- Coaching · Preferred
- Facilitation · Preferred
- Business development · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- 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
- Consulting
- Finance
- Business Valuation
- Sales
- Transition Planning
- Master Of Business Administration (MBA)
- Needs Assessment
- Business Development
- Business Priorities
- Thought Leadership
- Financial Planning
- Reconciliation
- Accounting
- Management Consulting
- Workplace Inclusivity
- Customer Acquisition Management
Job areas
- Consulting
- Finance & Accounting
- Management & Leadership
- Business Consultant
- Business / Management Consultant
- Management and Organization Analysts
- Management Analysts
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