At C2 Private Wealth we value clarity, simplicity, and wellbeing. We are looking for a Financial 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). 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.. Position Type: Full-Time (37.5 hours per week), In-Person 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 Follow up with investment and insurance carriers to ensure requests and applications are processed quickly and accurately 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 ReportTM 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 Business Administration, Commerce, Economics, Financial Planning, or a related field. LLQP licensing and additional investment designations are assets. Able to work independently with minimal supervision. Robust computer literacy, including proficiency with PowerPoint, Word, Excel, and Outlook. The company is willing to support professional development toward obtaining the designation). Two or more years of experience in financial planning, investment services, insurance, or client relationship management. Experience working with CRM systems preferred. Vacation time. 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 hr@c2inc.
Artificial intelligence (AI) technology may be used in our recruitment process to assist with resume screening and interview note-taking.

📌 Financial Advisor (Canada)
🏢 Continuum II
📍 Canada