Join CC&L; Financial Group as Associate Vice President, Client Experience. Focus on enhancing Wealth Advisors’ client interaction through effective software deployment and training.

As an Associate Vice President, you will focus on fostering exceptional client experiences within the Private Capital team at CC&L; Financial Group. Your role will center around leading the launch of Conquest financial planning software, enabling Advisors to provide comprehensive, goals-based support for their clients. Your solid background in wealth management will drive improved client engagement and satisfaction.

Key Responsibilities:
• Lead integration and training for Conquest software
• Collaborate with Sales, Operations, and Technology teams




• Coach Wealth Advisors to ensure tool adoption
• Enable a seamless referral process for financial planning
• Support Advisors in advanced case discussions during meetings

Requirements:
• 10+ years in wealth management or planning
• 3+ years of relevant software experience
• Exceptional communication and advisory skills
• Proven expertise in change management
• Strategic thinker with practical execution skills

Leverage your expertise in wealth management to enhance client experiences with CC&L; Financial Group.
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📌 Associate Vice President Client Strategy (Ontario)
🏢 Connor, Clark & Lunn Private Capital
📍 Ontario