Elevate client experiences as the recent 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 softwareCollaborate across multiple departments for seamless integrationDesign and deliver training and coaching for Wealth AdvisorsSupport Advisors in offering a holistic, client-focused experienceParticipate in client meetings to enhance sales supportRequirements:10+ years in wealth management or planning roles3+ years with Conquest financial planning softwareStrong client advisory and communication skillsProven change management experienceAbility to influence without authorityTake 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 (Vancouver)
🏢 Connor, Clark & Lunn Private Capital
📍 Vancouver