Associate Vice President, Client Experience

Responsibilities

• Lead the implementation, integration, and optimization of Conquest financial planning software.
• Collaborate across Sales, Operations, Marketing, Compliance, and Technology to deliver an optimized Advisor and client experience.
• Design and deliver Wealth Advisor training, workshops, and one-on-one coaching to drive adoption of tools and processes.
• Support Advisors in delivering a holistic, goals‑based experience that compliments investment management.
• Provide ongoing coaching and troubleshooting support to Advisors.
• Enable Advisors to confidently refer financial planning and tax opportunities to qualified external professionals, ensuring a seamless and integrated client experience.
• Participate in client meetings where advanced case support would enable the sales process.
• What You Bring:
• A CFP designation
• 10+ years in wealth management, private wealth, or wealth planning roles.
• 3+ years hands-on experience with Conquest financial planning software.
• Strong financial planning foundation and client advisory skills.
• Experience coaching or enabling Wealth Advisors directly.
• Proven change management experience, including adoption of new tools or processes.
• Ability to balance strategic thinking with practical execution.
• Exceptional communication and interpersonal skills, with the ability to influence without authority.
• #LI-HYBRID #LI-RD1
• For a closer look at how you can build your career with us, we invite you to explore cclgroup.com .
• CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
• Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.

Benefits

Additional Information

Interested in joining one of Canada's top performing asset managers? We are looking for an Associate Vice President, Client Experience for a new vacancy on our Private Capital team. In this role, you will play a pivotal part in enhancing the experience that our Wealth Advisors deliver to their clients. Acting as a strategic and hands-on partner, you will help embed modern tools and consistent, client-centric practices across the business. A core focus of this position is leading the integration, launch, and ongoing adoption of Conquest financial planning software, enabling Advisors to deliver a more comprehensive, goals-based client experience. If you have deep financial planning expertise, thrive in change leadership roles, and enjoy influencing experienced professionals in a high-performance environment, this could be the next great step in your career.

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