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 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.
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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