Assistant Vice President, Client Experience

Vancouver, British Columbia, Canada$140k – $190kPosted 6 weeks ago

Role Overview

PCM Services is hiring a executive-level Assistant Vice President, Client Experience. This is a full-time role in Vancouver, British Columbia. The posted range is $140k to $190k. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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Job Description

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.

#LI-HYBRID #LI-RD1

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.

Frequently Asked Questions

How do I apply for the Assistant Vice President, Client Experience position at PCM Services?

Use the Apply button above to submit your application directly to PCM Services. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Assistant Vice President, Client Experience position at PCM Services located?

This position is based in Vancouver, British Columbia. PCM Services has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

How much does the Assistant Vice President, Client Experience role at PCM Services pay?

PCM Services has posted a compensation range of $140k to $190k for this position. Final offers typically vary based on candidate experience, location, and internal salary bands.

When was the Assistant Vice President, Client Experience role at PCM Services posted?

This role was posted on April 29, 2026 (46 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

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