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 robust 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.

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