Wealth Management Client Experience Specialist

Drive improvements in client engagement as an Assistant Vice President at Connor, Clark & Lunn Financial Group in Vancouver, BC. Focus on enhancing the Wealth Advisors' capabilities and client interactions.
In this essential role, you will collaborate with teams to improve and standardize client-centric practices across the organization. Candidates must possess a CFP certification and over ten years of experience in wealth management, along with hands-on knowledge of Conquest financial planning software. Your role will significantly impact how Advisors connect with clients through effective coaching and support.
Key Responsibilities:
• Lead the implementation of financial planning software
• Work with various teams to improve advisor and client experiences
• Conduct training and coaching sessions for Wealth Advisors
• Assist Advisors in providing comprehensive service to clients
• Engage in meetings for advanced case support
Requirements:
• CFP certification ...