AVP, Client Experience & Conquest Adoption Lead (Toronto)

AVP, Client Experience & Conquest Adoption Lead (Toronto)

15 Aug
|
Connor, Clark u0026 Lunn Private Capital
|
Toronto

15 Aug

Connor, Clark u0026 Lunn Private Capital

Toronto

Connor, Clark & Lunn Private Capital Ltd. in Toronto is seeking an Associate Vice President, Client Experience to elevate the Wealth Advisors' client service.

You will spearhead the integration, launch, and ongoing adoption of Conquest financial planning software and partner with Sales, Operations, Marketing, Compliance, and Technology to improve the advisor and client experience. The role requires 10+ years in wealth management, 3+ years with Conquest, and solid coaching and change‑management

📌 AVP, Client Experience & Conquest Adoption Lead (Toronto)
🏢 Connor, Clark u0026 Lunn Private Capital
📍 Toronto

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