Associate Vice President, Client Experience

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Toronto; On-site; CAD 140,000 - 190,000; Full time

Benefits offered by this job

Annual performance bonus

Long-term incentive program

Profit sharing

Job summary

Connor, Clark & Lunn Private Capital Ltd. (CC&L) is seeking an Assistant Vice President, Client Experience in Toronto. The ideal candidate will enhance Wealth Advisors' client delivery through the implementation of Conquest financial planning software and provide training and support to Advisors. With a requirement of a CFP designation and over 10 years in wealth management, this role offers a salary range of $140,000 to $190,000 as well as a comprehensive rewards package including bonuses and profit sharing.

Qualifications

• CFP designation is required.
• 10+ years in wealth management or planning roles.
• 3+ years of experience with Conquest financial planning software.

Responsibilities

• Lead the implementation of Conquest financial planning software.
• Collaborate with various departments for optimized client experience.
• Design and deliver training for Wealth Advisors.

Skills

CFP designation

Wealth management experience

Conquest financial planning software

Coaching skills

Change management

Interpersonal skills

Tools

Conquest financial planning software

Job description

Overview

Interested in joining one of Canada’s top performing asset managers? We are looking for an Assistant 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.

What You Will Do

• 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 complements 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.

The salary range for this position is $140,000 to $190,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, we offer a comprehensive total rewards package which includes an annual performance bonus, our long-term incentive program and profit sharing. Further questions may be directed to the HR team during the interview process.

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.