Mastery Coach, Regional (3359)

About the role

Accountabilities

Skills, experience & requirements

• Distinctive Skills
• 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, with a strong ability to support advisors overcoming practice management barriers and connecting with experts for a more thorough review.
• Problem Solving: Advanced-level ability to help advisors overcome challenges and barriers, whether those are skill gaps, mindset issues, or lack of resources that hinder performance and prevent them from accomplishing operational and/or business goals, and optimized practices.
• Technology Expertise: Continuous awareness of technology trends, supporting advisors in driving effectiveness and leveraging AI and other digital tools to optimize performance.
• Course Delivery & Facilitation: Advanced ability to deliver and facilitate to a broad audience in an engaging and impactful way. Can present in a variety of formats including in-person, and virtual.
• Communication: Strong verbal and written communication skills to convey complex concepts clearly to a range of audiences.
• Domain Knowledge: Advanced understanding of wealth management, products, services, and industry trends.
• Stakeholder Management: Ability to influence and collaborate with stakeholders actively managing their expectations. Build trusted relationships as well as anticipating and settling conflicts proactively.
• Accreditation
• A university degree or equivalent coursework and experience in a relevant field (e.g., Psychology, Behavioural Finance, Business, Adult Learning, Human Resources).
• International Coaching Federation (ICF) certification or an equivalent professional coaching accreditation is required and an adherence to the ethical standards associated with professional coaching
• Minimum 5 years in a dedicated coaching or leadership role
• Certification in recognized behavioral and leadership assessment tools (such as EQ-i 2.0 and SDI) is preferred

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 [email protected]
• 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.