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 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.

📌 Client Experience Associate Vice President Toronto
🏢 Connor, Clark u0026 Lunn Private Capital
📍 Toronto