Become a key driver of client success as an Assistant Vice President focusing on Client Experience at CC&L Financial Group. Utilize your deep financial planning knowledge to enhance Advisor services effectively.As part of CC&L Financial Group's Private Capital team, this role is ideal for a qualified with over a decade of wealth management experience. You will spearhead the implementation and optimization of Conquest software, ensuring that Advisors can deliver an exceptional, comprehensive service.



Your strategic approach to change management will foster a client-centered culture that prioritizes goals-based planning.Key Responsibilities:Oversee Conquest software integration and adoptionCollaborate with internal teams for effective client engagementDeliver training for Wealth Advisors on new practicesAid Advisors in creating holistic client experiencesSupport in client meetings enhancing sales outcomesRequirements:Must hold a CFP designation10+ years in wealth management or planningHands-on experience with Conquest financial softwareBackground in coaching Wealth AdvisorsStrong strategic and communication skillsEmpower Wealth Advisors and shape client interactions at CC&L Financial Group with your financial planning expertise.#J-18808-Ljbffr

📌 Wealth Management Client Experience Leader (Toronto)
🏢 CC&L Financial Group
📍 Toronto