Financial Advisor

Continuum II Inc; Hamilton; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Inclusive benefits package

Vacation time

Group RRSP matching

Birthday lunches

Professional development opportunities

Career growth

Collaborative team

Job summary

C2 Private Wealth seeks a Financial Advisor to join our team in Hamilton, Ontario. The role focuses on delivering proactive financial planning, investments, and insurance guidance to a book of clients while maintaining a client-first service approach.

You will manage annual and quarterly reviews, support retirement plan enrollments, and collaborate with colleagues in a tech-driven, paperless office. In-person work is required.

Qualifications

• Post-secondary education in business/finance fields and CSC completion.
• LLQP licensing and additional investment designations are assets.
• Ability to meet licensing and professional requirements.

Responsibilities

• Serve as trusted point of contact for an established book of clients.
• Provide proactive, responsive ongoing service to meet financial needs.
• Lead client reviews and support retirement plan enrollments.
• Prepare comprehensive financial planning and portfolio reviews.
• Maintain ongoing client communication and seek improvements.

Education

Post-secondary education in Business Administration, Commerce, Economics, Financial Planning

Tools

PowerPoint

Word

Excel

Outlook

Job description

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’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.

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 Overview

Reports To: Vice President of Operations

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 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

Required Qualifications:

• Post-secondary education in Business Administration, Commerce, Economics, Financial Planning, or a related field.
• Completion of the Canadian Securities Course (CSC); LLQP licensing and additional investment designations are assets.
• Ability to meet and maintain any additional licensing, registration, and professional requirements applicable to the role.
• 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.
• Team player.

Preferred Qualifications:

• CFP designation (Candidates working towards their CFP designation are encouraged to apply. 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.

What is in it for you?

• Inclusive benefits package.
• Vacation time.
• Company matching Group RRSP.
• 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 [e-mail]. 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!