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 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.

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