Assistant Vice President, Client Experience

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 holis...