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
- Strong 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.

📌 Client Experience Associate Vice President (Vancouver)
🏢 Connor, Clark u0026 Lunn Private Capital
📍 Vancouver