pcm

Associate Vice President, Client Experience

Toronto, Ontario, Canada · Exec

Sponsorship not specified$140k-$190kDetected 4 days ago

LeadershipCommunicationMentoring

About the role

Interested in joining one of Canada's top performing asset managers?
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.
The salary range for this position is $140,000 to $190,000.

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.
Participate in client meetings where advanced case support would enable the sales process.

10+ years in wealth management, private wealth, or wealth planning roles.
3+ years hands-on experience with Conquest financial planning software.
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.
A CFP designation
Strong financial planning foundation and client advisory skills.
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.
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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.

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.

All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.

This listing is sourced directly from pcm's careers page and normalized into a canonical job model.