Expert ability to synthesize insights, research, and industry trends into actionable recommendations for advisors and leaders. Deep knowledge of practice management principles, including business planning, team structuring, succession, and operational efficiency. Advanced knowledge of Salesforce and other relevant tools, with the ability to troubleshoot, recommend enhancements, and facilitate advisor training. Skilled in managing and contributing to practice management initiatives and strategic projects. Exceptional skills in building trusted partnerships, influencing diverse stakeholders, and clearly articulating complex practice management concepts to diverse audiences. Deep understanding of wealth management, compliance considerations, industry trends, and market forces that shape advisor practices. Strong at mentoring, building capability and consistency across the Practice Consulting and Coaching technology support function. 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.
