Elevate client experiences as the new 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
• Solid 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.
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📌 Client Experience Associate Vice President (Vancouver)
🏢 Connor, Clark & Lunn Private Capital
📍 Vancouver