Avp, Client Experience & Conquest Adoption Lead Toronto (Canada)

Avp, Client Experience & Conquest Adoption Lead Toronto (Canada)

21 Aug
|
Connor, Clark u0026 Lunn Private Capital
|
Canada

21 Aug

Connor, Clark u0026 Lunn Private Capital

Canada

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 robust coaching and change‑management

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

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