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 energetic, full-time position takes place in a supportive, in-person environment.

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 (Winnipeg)
🏢 C2inc.
📍 Winnipeg