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 softwareCollaborate with Sales, Operations, and Technology teamsCoach Wealth Advisors to ensure tool adoptionEnable a seamless referral process for financial planningSupport Advisors in advanced case discussions during meetingsRequirements:10+ years in wealth management or planning3+ years of relevant software experienceExceptional communication and advisory skillsProven expertise in change managementStrategic thinker with practical execution skillsLeverage your expertise in wealth management to enhance client experiences with CC&L Financial Group.#J-18808-Ljbffr

📌 Associate Vice President Client Strategy (Vancouver)
🏢 Connor, Clark & Lunn Private Capital
📍 Vancouver