At C2 Private Wealth we value clarity, simplicity, and wellbeing. We are looking for a Servicing Advisor to join our team who feels the same way we do! A morning stroll with my co-workers planning the day sounds fun and refreshing (literally).

Exceptional customer service means something to me! I use technology to its full potential and would enjoy a paperless office. C2 Private Wealth works with business owners and executives providing financial wellbeing.

Services include financial planning,investments, and insurance..

Servicing Advisor Position Type: Full-Time (37.5 hours per week), In-Person Act as a trusted point of contact for an established book of clients, providing proactive, responsive, and professional ongoing service Meet with and support the ongoing servicing and retention of existing clients to help them meet their financial needs, including but not limited to: Always work in the best interest of clients and provide recommendations aligned with their financial goals, risk tolerance, and stage of life Use financial planning as the foundation of client advice, balancing current needs and long‑term goals while helping clients protect themselves and their families from financial risk Support Group Retirement Savings (GRS) enrolments and ongoing member service Meet with clients virtually, or at the C2 office Provide comprehensive financial planning and client service, including meeting preparation, portfolio changes and reviews, information gathering, implementation of recommendations, account maintenance, and reporting Identify opportunities to improve client service and internal procedures, and assist with reviewing, evaluating,



and implementing current processes Monitor clients' investment portfolios and ensure investment recommendations and transactions comply with company and industry requirements and remain appropriate for each client's goals, risk tolerance, age, and stage of life Prepare Progress and Evolution Report materials and other client meeting documentation Maintain ongoing professional education so investment, insurance, and financial planning advice remains accurate and current Post‑secondary education in a related field or discipline, such as Business Administration, Commerce, Economics, or Financial Planning LLQP licensing and additional investment designations are assets Minimum three years of experience in financial planning, investment advisory, or client relationship servicing Strong client service focus with a relationship‑first approach Able to work independently with minimal supervision Strong computer literacy, including proficiency with PowerPoint, Word, Excel, and Outlook Experience with a client relationship management (CRM) system is preferred Vacation time. Join a tight‑knit, collaborative team where support and teamwork are at the heart of everything we do. C2 Private Wealth is an equal opportunity employer, and we would like to thank all applicants for their interest.

If you require accommodation of disability in the application or interview process, please email your request to [email protected] intelligence (AI) technology may be used in our recruitment process to assist with resume screening and interview note‑taking. If you are passionate about providing exceptional ongoing advice and service to clients, have a great personality, and thrive in a fast‑paced, tech‑driven environment, we would love to hear from you! #

📌 Service Advisor - Full Time (Canada)
🏢 C2inc.
📍 Canada