Business Growth Consultant Atb
ATB Financial
Business growth consulting at ATB combines client needs assessments with a hybrid work arrangement averaging two on-site days weekly. Guide owners through important decisions.As a Business Consultant, you help owners understand business value and create custom plans for growth or transition. You advise businesses and families together, coordinating business and personal financial planning through internal experts. The work requires client guidance, coaching, facilitation, and relationship development.Key Responsibilities:
Assess business owners’ needs and clarify client prioritiesAdvise on growth strategies and successful business exitsFacilitate discussions involving challenging family dynamicsConnect clients with internal experts for coordinated solutionsDevelop relationships supporting client acquisition and retentionRequirements:
University degree in Commerce, Business, or related fieldAdvanced education such as CPA, CBV, or FEAAt least six years’ direct client interaction experienceKnowledge of business transactions considered an assetConfidence presenting expertise simply and educationallyHelp ATB business owners plan growth, transitions, valuations, and personal financial needs through thoughtful client consulting.
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Assess business owners’ needs and clarify client prioritiesAdvise on growth strategies and successful business exitsFacilitate discussions involving challenging family dynamicsConnect clients with internal experts for coordinated solutionsDevelop relationships supporting client acquisition and retentionRequirements:
University degree in Commerce, Business, or related fieldAdvanced education such as CPA, CBV, or FEAAt least six years’ direct client interaction experienceKnowledge of business transactions considered an assetConfidence presenting expertise simply and educationallyHelp ATB business owners plan growth, transitions, valuations, and personal financial needs through thoughtful client consulting.
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Vacancy posted 1 hour ago
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