Servicing Advisor

Servicing Advisor

Company Brief:

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’s not just what I do, it’s where 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, team lunches and 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 and a difference. I strive to not just do a good job but a great one and get jazzed when I can make someone’s day.
• Exceptional customer service means 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’re a relationship-focused company 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 company is unique, we believe unique solutions are required. We are proud of our positive work environment where our team is given the opportunity to make a positive difference which in turn improves their wellbeing and the company’s wellbeing.

As a growing organization, responsibilities may evolve over time based on business needs and the employee's strengths, interests, and professional development.

Role Overview

Job Title: Servicing Advisor

Reports To: Vice President of Operations

Location: 95 Hamilton St N Suite 4, Waterdown, ON L0R 2H0

Position Type: Full-Time (37.5 hours per week), In-Person

Job Responsibilities:

• 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

o Respond to client communications in a timely and professional manner, preferably within 24 hours

o 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

o Manage client relationships through proactive, ongoing, and regular contact and communication

• • Lead annual, semi-annual, and quarterly client review meetings
  • Support Group Retirement Savings (GRS) enrolments and ongoing member service
  • Coordinate thoughtful client touchpoints, including delivery of group gifts when required
  • Meet with clients virtually, or at the C2 office
  • Complete insurance applications in accordance with company guidelines and procedures
• 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
• Identify opportunities to improve client service and internal procedures, and assist with reviewing, evaluating, and implementing new 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

Job Requirements:

· Post-secondary education in a related field or discipline, such as Business Administration, Commerce, Economics, or Financial Planning

· CFP designation in good standing is required

· Investment credentials and applicable registration or licensing are required, such as completion of the Canadian Securities Course (CSC); LLQP licensing and additional investment designations are assets

· Minimum three years of experience in financial planning, investment advisory, or client relationship servicing

· Strong attention to detail

· Highly organized and able to meet deadlines

· Strong analytical and problem-solving skills

· Excellent interpersonal, written, and verbal communication skills

· Strong client service focus with a relationship-first approach

· Able to work independently with minimal supervision

· Quick learner who is open to learning new things

· Strong computer literacy, including proficiency with PowerPoint, Word, Excel, and Outlook

· Experience with a client relationship management (CRM) system is preferred

· Team player

What is in it for you?

· Inclusive benefits package.

· Vacation time.

· Company matching Group RRSP.

· Unique team-focused culture.

· Birthday lunches.

· 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.

Vacancy: No existing vacancy

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!