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! If you can answer a resounding yes to the following, we want to hear from you!It'snot just what I do,it'swhere I do it and who I work with that matter.I am committed to working hard and value my well-being. A morning stroll with my co-workers planning the day sounds fun and refreshing (literally). Participating in developing the annual plan, teamlunchesand going on a company trip when we achieve our goal all sounds like it is right up my alley!I love to make things better and thrive in an environment where I can make improvements anda difference. I strive to not just doa good jobbut a great one and get jazzed when I can make someone's day.Exceptional customerservicemeans something to me!I use technology to its full potential and would enjoy a paperless office.Are you looking to build a career in a growing company with a dynamic team?We'rearelationship-focusedcompany that values our clients and our team. C2 Private Wealth works with business owners and executives providing financial wellbeing. Services include financial planning, investments, and insurance.. Since every person and companyisunique, we believe unique solutions arerequired. We are proud of our positive work environment where our team is given the opportunity to make a positivedifferencewhich in turn improves theirwellbeingand the company'swellbeing.As a growing organization, responsibilities may evolve over time based on business needs and the employee's strengths, interests, and professional development.Role OverviewJob Title: Servicing AdvisorReports To: Vice President of OperationsPosition Type: Full-Time (37.5 hours per week), In-PersonJob Responsibilities:Act as a trusted point of contact for an established book of clients, providing proactive, responsive, and professional ongoing serviceMeet 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 lifeRespond to client communications in a timely and qualified manner, preferably within 24 hoursUse 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 riskManage client relationships through proactive, ongoing, and regular contact and communicationLead annual, semi-annual, and quarterly client review meetingsSupport Group Retirement Savings (GRS) enrolments and ongoing member serviceCoordinate thoughtful client touchpoints, including delivery of group gifts when requiredMeet with clients virtually, or at the C2 officeComplete insurance applications in accordance with company guidelines and proceduresProvide comprehensive financial planning and client service, including meeting preparation, portfolio changes and reviews, information gathering, implementation of recommendations, account maintenance, and reportingFollow up with investment and insurance carriers to ensure requests and applications are processed quickly and accuratelyIdentify opportunities to improve client service and internal procedures, and assist with reviewing, evaluating, and implementing new processesMonitor 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 lifePrepare Progress and Evolution ReportTM materials and other client meeting documentationMaintain ongoing professional education so investment, insurance,



and financial planning advice remains accurate and currentJob Requirements:Post-secondary education in a related field or discipline, such as Business Administration, Commerce, Economics, or Financial PlanningCFP designation in good standing is requiredInvestment credentials and applicable registration or licensing are required, such as completion of the Canadian Securities Course (CSC); LLQP licensing and additional investment designations are assetsMinimum three years of experience in financial planning, investment advisory, or client relationship servicingStrong attention to detailHighly organized and able to meet deadlinesStrong analytical and problem‐solving skillsExcellent interpersonal, written, and verbal communication skillsStrong client service focus with a relationship‐first approachAble to work independently with minimal supervisionQuick learner who is open to learning new thingsStrong computer literacy, including proficiency with PowerPoint, Word, Excel, and OutlookExperience with a client relationship management (CRM) system is preferredWhat is in it for you?Inclusive benefits package.Vacation time.Company matching Group RRSP.Unique team-focused culture.Professional Development opportunities.Opportunity for career growth and development.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]. The application package is available in accessible format upon request.AI Disclosure: Artificial intelligence (AI) technology may be used in our recruitment process to assist with resume screening and interview note‐taking. All hiring decisions are made by our team without AI involvement.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!

📌 Servicing Advisor (Hamilton)
🏢 Continuum II
📍 Hamilton