Become a key driver of client success as an Assistant Vice President focusing on Client Experience at CC&L; Financial Group. Utilize your deep financial planning knowledge to enhance Advisor services effectively.

As part of CC&L; Financial Group's Private Capital team, this role is ideal for a professional with over a decade of wealth management experience. You will spearhead the implementation and optimization of Conquest software, ensuring that Advisors can deliver an exceptional, comprehensive service. Your strategic approach to change management will foster a client-centered culture that prioritizes goals-based planning.

Key Responsibilities:



Oversee Conquest software integration and adoption Collaborate with internal teams for effective client engagement Deliver training for Wealth Advisors on current practices Aid Advisors in creating holistic client experiences Support in client meetings enhancing sales outcomes Requirements: Must hold a CFP designation 10+ years in wealth management or planning Hands-on experience with Conquest financial software Background in coaching Wealth Advisors Strong strategic and communication skills Empower Wealth Advisors and shape client interactions at CC&L; Financial Group with your financial planning expertise.

📌 Wealth management client experience leader (Toronto)
🏢 Connor, Clark u0026 Lunn Private Capital
📍 Toronto