Assistant Vice President, Client Experience

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Vancouver; 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

A top Canadian asset management firm is seeking an experienced Assistant Vice President, Client Experience in Vancouver, BC. The role focuses on enhancing Wealth Advisors' client delivery through strategic tools and practices. Candidates should have over 10 years in wealth management, hands-on experience with Conquest software, and exceptional interpersonal skills. A competitive salary ranging from $140,000 to $190,000 is offered, along with a comprehensive rewards package, including performance bonuses and profit sharing.

Qualifications

• 10+ years in wealth management or financial planning roles.
• 3+ years hands-on experience with Conquest financial planning software.
• Proven change management experience.

Responsibilities

• Lead the implementation of financial planning software.
• Collaborate across departments to enhance client experience.
• Design and deliver Wealth Advisor training and support.

Skills

CFP designation

Wealth management experience

Conquest financial planning software

Client advisory skills

Coaching Wealth Advisors

Change management

Exceptional communication

Tools

Conquest financial planning software

Job description

Assistant Vice President, Client Experience

Location: Vancouver, BC

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.

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 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.

Salary Range: $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.

About Connor, Clark & Lunn Financial Group

At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee‑owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi‑boutique family of affiliate firms collectively manage over $179 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high‑net‑worth and retail clients.

Connor, Clark & Lunn Private Capital (“CC&L PCM”) is well regarded in the industry as one of Canada’s largest independently owned high‑net‑worth investment management firms. We have expanded rapidly over the last several years, now managing more than $19B in financial assets. Our rapid growth has been fueled by several factors, including our collaborative culture and reputation for delivering consistently strong portfolio performance. Our unique product offerings have helped distinguish the firm, with diverse portfolios of institutional grade assets and the integration of both private and public markets covering all major asset classes.

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.

To apply for this position, please submit your resume and cover letter as one PDF.

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.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Apply for this Position