Become a pivotal part of C2 Private Wealth as a Servicing Advisor, where your role centers on exceptional client service and financial planning. This full-time, in-person position fosters collaboration and a culture of wellbeing.

As a Servicing Advisor, you'll play a crucial role in maintaining and enhancing client relationships. Your responsibilities will include leading strategic client meetings, providing advice tailored to individual financial goals, and managing ongoing communication. C2 Private Wealth values a team-oriented environment, ensuring your contributions make a real impact.

Key Responsibilities:
• Provide professional services for an established client base
• Prepare for and lead insightful client reviews




• Ensure timely responses to client inquiries
• Coordinate thoughtful client engagement initiatives
• Oversee the accuracy of financial documentation

Requirements:
• Post-secondary education in Business or Finance
• CFP designation in valuable standing
• Minimum three years in client-facing financial roles
• Excellent interpersonal skills and attention to detail
• Strong proficiency in software applications

Step into a rewarding career where your efforts support both client success and company growth.
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📌 Full-Time Servicing Advisor Position Available (Ontario)
🏢 C2inc.
📍 Ontario