AVP, Client Experience — Strategic Leader

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

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.