Associate Vice President, Sales Development

5 hours ago


Calgary, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full time

Associate Vice President, Sales Development – Connor, Clark & Lunn Private Capital Ltd. (CC&L) Location: Calgary, Alberta We are looking for an AVP, Sales Development – West. In this role, you will be integral in the ongoing training and development of CC&L Private Capital’s Wealth Advisors, focusing on our offices in Western Canada. This role reports directly to the Managing Director of Sales and focuses on supporting growth across our team of Advisors. Responsibilities Partner with Advisors to develop tailored business plans that align individual goals and sales objectives. Design and execute individualized coaching plans to enhance Advisor effectiveness across experience levels—supporting new hires, emerging talent, and top performers. Conduct recurring performance reviews with Advisors in Western offices to identify opportunities and support long‑term development. Maintain progress reports on sales team members and assist the Managing Director in the execution of strategies that drive further sales development. Work with the Managing Director of Sales on the identification of KPIs for accurate measurement of sales team results and performance. Innovation & Culture Proactively identify opportunities to enhance sales and improve both internal and external resources. Work collaboratively with the MD and AVP, of the East to refine our national Advisor onboarding program and sales training initiatives. Contribute to the continuous improvement of internal systems and processes that enable scalable and sustainable business growth. Support deployment of internal systems and adoption by the sales team. Representing Our Brand and Culture Lead and facilitate both National and Regional Sales Meetings to drive alignment and support continued growth. Support the ongoing evolution of the firm’s sales culture, fostering a collaborative, performance‑driven, and client‑focused environment. Drive engagement through recognition programs, leaderboards, and performance highlights that celebrate advisor success and cultural contributions. Play a key role in Advisor recruitment, with an ability to leverage existing networks to identify prospective Advisors. Represent the firm at both internal and external industry events. What You Bring Minimum 5+ years of progressive experience in sales leadership, development, or coaching within financial services / wealth management. Proven ability to coach, mentor, and motivate a high‑performing sales force in a relationship‑driven business. Exceptional facilitation and communication skills; confident leading meetings, presentations, and training sessions across varying seniority levels. Highly motivated, committed, self‑starter who can prioritize and adapt in a complex, fast‑paced, and changing environment. Strong written and verbal communication skills. Proven ability to exercise discretion and good judgment, balancing improvement opportunities with the needs of the business. Ability to travel as required. Completion of industry‑related certifications/designations is an asset. About Connor, Clark & Lunn Financial Group At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee‑owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada, the US, the UK, and India, CC&L Financial Group and our multi‑boutique family of affiliate firms collectively manage over $167 billion in client assets. CC&L Private Capital (“CC&L PCM”) is one of Canada’s largest independently owned high‑net‑worth investment management firms, now managing more than $19B in financial assets. Equal Opportunity Employment 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. Application Instructions To apply for this position, please submit your resume and cover letter as one PDF. We thank all applicants for their interest; only shortlisted candidates will be contacted. Phone calls or recruitment agencies will not be accepted. #J-18808-Ljbffr



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