ATB Financial - Request for Proposal - Advanced Behavioral Finance Advisory Services Partners

The intent of this RFP is to secure one or more Proponent(s) to provide best in class training services for advisors in ATB’s wealth and investment professionals. ATB is looking for advanced behavioral finance advisory that covers a human-centric approach to training. This is part of a strategically important initiative that will focus on leveling up ATB’s training programs, delivery, and measurement so that our advisors in wealth management have the capabilities they need to show up differently - and equipped with cutting edge knowledge and skills to support cutting edge advisory services. The objective of this program is to enable approximately 230+ client-facing team members to deliver a differentiated client experience through an advanced industry specific training program. Please note that there is a possibility of adding an additional group of participants to the training. Successful implementation of this training initiative could involve a multi-modal approach (face to face, webinar/independent and cohort training) as well as resources/activities to support sustainment during the post-training period.