Practice Management Consultant

ATB Financial; Drayton Valley; On-site; CAD 80,000 - 120,000; Full time

Job summary

A financial services firm in Drayton Valley is seeking a Practice Management Consultant to provide expert guidance and optimize practice performance. This role involves collaborating with advisors and teams, conducting data-driven analysis, mentoring peers, and contributing to strategic initiatives. Ideal candidates will possess deep knowledge of practice management principles and Salesforce, with a minimum of 5 years of experience in relevant fields.

Qualifications

• Expert ability to synthesize insights into actionable recommendations.
• Deep knowledge of practice management principles including operational efficiency.
• Advanced knowledge of Salesforce, ability to troubleshoot and facilitate training.
• Minimum 5+ years in consulting, practice management, or financial services advisory.

Responsibilities

• Support strategic projects to strengthen advisor practices.
• Collaborate with leaders to align consulting solutions with organizational priorities.
• Develop recommendations for optimizing advisor practices using data-driven insights.
• Conduct reviews of business processes for efficiency and alignment.

Skills

Synthesize insights and trends

Practice management principles

Salesforce expertise

Building trusted partnerships

Wealth management knowledge

Mentoring skills

Education

University degree in relevant field

Certified Management Consultant (CMC)

Project management designation

Tools

Salesforce

Job description

Overview

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. 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

As ATB\'s next Practice Management Consultant you will provide expert guidance and consultation to advisors and advisor teams to optimize practice performance and address challenges at critical milestones such as hiring associates, forming teams, or planning succession to drive growth and long-term sustainability. This role guides advisors in transforming their practice models to fully support and enable the firm's client centric, expert advisory vision. Acting as a trusted thought partner, the role translates data-driven insights and industry research into practical solutions, facilitates adoption of Standards of Practice, and elevates advisor efficiency and capabilities. Beyond direct advisor support, Practice Management Consultants also contribute to strategic initiatives, mentor colleagues, and share insights with senior leadership to influence the evolution of future programs and standards.

Accountabilities

• Support strategic projects and enterprise initiatives, contributing expertise to strengthen advisor practices and align with organizational priorities.
• Collaborate with Mastery Coaches and Regional Directors to ensure practice consulting solutions align with organizational priorities and support for advisors across all career stages and levels of mastery.
• Equip Regional Directors and other leaders with practice-level data and consulting frameworks to enrich their coaching conversations and drive team performance against our Standards of Practice.
• Develop and recommend guidelines aligned to our Standards of Practice for optimizing advisors practices by leveraging data-driven insights (e.g., KPIs, metrics) and bringing in subject matter experts as required.
• Provide advanced practice management consulting to advisors and teams, addressing barriers and opportunities at critical milestones including succession planning, business expansion, team formation.
• Conduct reviews of business processes and Salesforce utilization, identifying opportunities for efficiency, enhancement, and alignment to Standards of Practice.
• Utilize practice management frameworks and standards of practice through one-on-one consultations, workshops, and training sessions.
• Develop, review, and facilitate training materials on Salesforce and practice optimization to build advisor capability.
• Provide research guidance, uncover insights, and identify best-in-class experts or standards to enhance advisor success.
• Mentor and guide our Technology Support team members, contributing to the continuous development of the Practice Consultant and Coaching functions.
• Act as a thought partner to internal stakeholders, sharing patterns, trends, and strategic insights to inform future initiatives.

Skills, experience & requirements

• 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.
• Accreditation:
• University degree or equivalent coursework and experience in a relevant field (e.g., Business, Finance, Organizational Development, Marketing).
• Certified Management Consultant (CMC) designation, or willingness to obtain, strongly preferred.
• Project management designation (e.g., PMP, CAPM) considered an asset.
• Financial services designations (e.g., CSC, CFP, CIM) considered an asset.
• Minimum 5+ years in consulting, practice management, or financial services advisory roles.

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 [e-mail]

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.