Financial Advisor

**Company Brief:** 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! 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. 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:** Financial 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 * Respond to client communications in a timely and professional manner, preferably within 24 hours * 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 * 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 C