Join C2 Private Wealth as a Servicing Advisor, where your passion for providing financial clarity and exceptional service to clients will drive their financial success. This dynamic, full-time position takes place in a supportive, in-person setting.
In this role, you will utilize your financial planning expertise to nurture client relationships and deliver tailored advice. With a focus on proactive service, you’ll conduct regular client meetings and ensure their financial needs are met effectively. C2 Private Wealth champions a culture of wellbeing and growth, making it the perfect place for your dedication to client service.
Key Responsibilities:
• Act as the main contact for an established client book
• Support comprehensive financial planning processes




• Coordinate and conduct regular client review sessions
• Manage client inquiries and follow-up communications
• Ensure compliance with financial regulations
Requirements:
• CFP certification and relevant experience required
• Strong organizational and communication skills
• Detail-oriented with analytical problem-solving abilities
• Experienced in financial advisory and client service practices
• Proficient in Microsoft Office and CRM software
Bring your commitment to client satisfaction to C2 Private Wealth and make a positive difference.
#J-18808-Ljbffr

📌 Private Wealth Servicing Advisor Role (Hamilton)
🏢 C2inc.
📍 Hamilton