Elevate client experiences as the current Associate Vice President, Client Experience at CC&L; Financial Group. Lead financial planning software integration to enhance Wealth Advisor services.

In this pivotal Associate Vice President role, you will join CC&L; Financial Group's Private Capital team. With your wealth management expertise and focus on client-centric practices, you will drive the adoption of Conquest software. Collaborating with colleagues across various departments, your influence will significantly improve Advisor-client interactions.

Key Responsibilities:



• Lead implementation and optimization of Conquest software • Collaborate across multiple departments for seamless integration • Design and deliver training and coaching for Wealth Advisors • Support Advisors in offering a holistic, client-focused experience • Participate in client meetings to enhance sales support

Requirements: • 10+ years in wealth management or planning roles • 3+ years with Conquest financial planning software • Robust client advisory and communication skills • Proven change management experience • Ability to influence without authority

Take the lead in enhancing client experiences through strategic planning and in-depth financial expertise at CC&L; Financial Group. #J-18808-Ljbffr

📌 Client Experience Associate Vice President Toronto
🏢 Connor, Clark & Lunn Private Capital
📍 Toronto