Mastery Coach, Regional

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  ).

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 '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.

Mastery Coaches empower advisors, advisor teams, and leaders to reach their full potential at all stages of their career journey. Through personalized coaching, strategic Learning & Development partnerships, and group facilitation, the Mastery Coach drives performance improvement across capability levels, fosters a culture of continuous growth, and embeds operational excellence across ATB Wealth. Mastery Coaches strategically align individual development goals with organizational objectives to deliver expert advice and differentiated client experiences.

The Regional Mastery Coach coaches advisors whose growth goals align with advancing foundational through to master-level capabilities. Utilizing data-driven insights, collaborative learning forums, and instructional design partnerships, the coach provides personalized support through assessments, observation, feedback, and facilitation—enhancing self-awareness, refining mindsets, optimizing advisor practices, and driving sustainable business growth.

• Using coaching (human development) methodologies and models, provide ICF aligned internal one-to-one coaching to wealth managers, helping them strengthen their leadership and client relationship skills, navigate complex challenges, enhance performance and translate insights into practical actions that support their growth and business objectives.
• Observe and coach advisors providing coaching to inspire advisors performance and ensure they are running an efficient and effective practice aligned with our Standards of Practice and our Client Experience Scorecard
• Collaborate with Learning & Development teams to design, create, and facilitate content supporting advisor onboarding, development, and other advisor lifecycle programs.
• Facilitate mastery coaching circles to support advisors across all career lifecycle stages, fostering collaborative ideation, real-time problem-solving, and connecting participants with subject matter experts for targeted skill and knowledge enhancement.
• Collaborate with Regional Directors to develop and facilitate regional meetings, through on-site and digital channels. Travel within Alberta is required to attend regional meetings and provide on-site facilitation and support.
• Share high-level trends, patterns, and gaps with leadership and internal partners, when required, with a goal of continuous improvement.
• Maintain an advanced understanding of wealth management domain knowledge, as well as evolving practice management and industry trends as a subject matter expert.

• Coaching:
  
  Advanced-level skills in empathy, active listening, and providing feedback with a proven ability to coach the whole person to influence and guide behavioral change in others.
• Practice Management:
  Working knowledge of practice management philosophies,…