Assistant Vice President, Client Experience

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...