Associate Vice President, Client Experience
Connor, Clark & Lunn Private Capital Ltd.Toronto, Ontario, Canada · Posted 4 months agoDescription
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.
- 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.
- 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.
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.
Similar jobs
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…
Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract…
Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract…
Interested in joining one of Canada’s top performing asset managers? We are seeking a Senior Associate for an existing vacancy in our Asset Mix and Trading team with a focus on trading and portfolio management. The candi…
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…
Interested in joining one of Canada’s top performing asset managers? We are seeking a Senior Associate for an existing vacancy in our Asset Mix and Trading team with a focus on trading and portfolio management. The candi…
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients ac…
Interested in joining one of Canada’s top performing asset managers? Connor, Clark & Lunn Financial Group (“CC&LFG”) are looking for an experienced Training and Documentation Manager for an existing vacancy on ou…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Proposal Analyst for an existing vacancy in our Proposal and Consultant Database Team. If you enjoy learning about different inves…
Interested in joining one of Canada’s top performing asset managers? Connor, Clark & Lunn Financial Group (“CC&LFG”) are looking for an experienced Training and Documentation Senior Analyst for an existing vacanc…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Retail Portfolio Operations Analyst for an existing vacancy on our Retail Portfolio Operations team. The Retail Portfolio Operatio…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Analyst or Senior Analyst for an existing vacancy to join our Performance and Attribution Solutions Team (PAS). Our team focuses o…
Interested in joining one of Canada’s top performing asset managers? We are looking for an experienced Manager for an existing vacancy on our Performance Attribution Solutions (PAS) team, with members across Vancouver, T…
Interested in joining one of Canada’s top performing asset managers? We are looking for an experienced Senior Business Analyst for an existing vacancy on our Enterprise Projects Team. You will play a key role in business…
Interested in joining one of Canada’s top performing asset managers? We are looking for an experienced Manager for an existing vacancy on our Performance Attribution Solutions (PAS) team, with members across Vancouver, T…
Interested in joining one of Canada’s top performing asset managers? We are looking for an AI Solutions Engineer for a new full-time position on our Connor, Clark & Lunn Private Capital team. In this role, you will d…
We are looking for a Retail Portfolio Operations Analyst to join our Vancouver-based Investment Resource Group. You will be working in a fast-paced, collaborative, and entrepreneurial environment. The ideal candidate is…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Proposal Analyst for an existing vacancy in our Proposal and Consultant Database Team. If you enjoy learning about different inves…
Connor, Clark & Lunn Financial Group (“CC&LFG”) is looking for a Training and Documentation Senior Analyst to join our Vancouver-based Training and Documentation Team! The Training and Documentation team is an in…
Interested in joining one of Canada’s top performing asset managers? We are looking for a Salesforce Developer who will play a key role in designing and implementing tailored solutions on the Salesforce platform that del…
Connor, Clark & Lunn Financial Group (“CC&L FG”) is looking for a Senior Manager, Portfolio Compliance to take on a newly defined role within our Operations Risk Group. The ideal candidate is a strong leader and…
Interested in joining one of Canada’s top performing asset managers? We are looking for an experienced Senior Business Analyst for an existing vacancy on our Enterprise Projects Team. You will play a key role in business…
Vous souhaitez vous joindre à l’une des plus importantes sociétés de gestion d’actifs au Canada? Nous sommes à la recherche d’un Analyste, Propositions qui se joindra à l’équipe de proposition et de base de données des c…
Connor, Clark & Lunn Financial Group (“CC&L FG”) is looking for a Senior Manager, Portfolio Compliance to take on a newly defined role within our Operations Risk Group. The ideal candidate is a strong leader and…