Elevate your career as a Servicing Advisor at C2 Private Wealth, where your commitment to exceptional service and financial wellbeing will directly impact clients. Enjoy a cooperative, in-person role that emphasizes strong relationships and proactive client engagement.

C2 Private Wealth is seeking a full-time Servicing Advisor dedicated to enhancing client experiences. With at least three years in financial planning or investment advisory, your expertise will shine as you provide tailored financial solutions. You will lead client meetings, manage ongoing relationships, and utilize technology for streamlined service in an inclusive workspace.

Key Responsibilities:
• Act as a trusted client contact for service inquiries
• Conduct annual and quarterly client review meetings




• Manage GRS enrolments and member follow-ups
• Monitor investment portfolios with compliance focus
• Identify and implement service improvement opportunities

Requirements:
• CFP designation and relevant financial credentials
• Minimum three years of client service experience
• Solid communication and relationship-building skills
• Proficiency in CRM systems and Microsoft Office
• Detail-oriented with robust analytical abilities

Join C2 Private Wealth to deliver exceptional client care and make a genuine difference.
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📌 Client Focused Servicing Advisor Atprivate Wealth Ontario (Canada)
🏢 C2inc.
📍 Canada