Client Experience Lead

Fernhill Financial, together with our initiative DesignWealth, has been helping families in British Columbia, Alberta, and Manitoba for nearly 30 years. We’re not just about providing financial tools — we’re about creating clarity and empowering people with the advice and support they need to live with confidence.

We’re growing and looking for a Client Experience Lead who will ensure every client interaction feels seamless, professional, and genuinely caring.This role is the heartbeat of our client relationships for our firm— the person clients remember because they feel seen, heard, and taken care of.

What You’ll Do

As the Client Experience Lead, you’ll be a central point of contact for our clients. You’ll manage the flow of their experience and keep our advisory and implementation teams coordinated. Your role is a mix of people interaction, process management, and proactive support.

Key responsibilities include:

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