Drive improvements in client engagement as an Assistant Vice President at Connor, Clark & Lunn Financial Group in Vancouver, BC. Focus on enhancing the Wealth Advisors' capabilities and client interactions.In this essential role, you will collaborate with teams to improve and standardize client-centric practices across the organization. Candidates must possess a CFP certification and over ten years of experience in wealth management, along with hands-on knowledge of Conquest financial planning software. Your role will significantly impact how Advisors connect with clients through effective coaching and support.Key Responsibilities:Lead the implementation of financial planning softwareWork with various teams to improve advisor and client experiencesConduct training and coaching sessions for Wealth AdvisorsAssist Advisors in providing comprehensive service to clientsEngage in meetings for advanced case supportRequirements:CFP certification required10+ years in wealth management or planning roles3+ years in Conquest financial planning softwareProven experience in coaching and change adoptionStrong communication and analytical skillsEnhance your career by leading client experience initiatives with CC&L Financial.#J-18808-Ljbffr

📌 Wealth Management Client Experience Specialist (Vancouver)
🏢 Connor, Clark & Lunn Private Capital Ltd. (CC&L)
📍 Vancouver