Shape the future of banking with Tangerine as a Growth Advisor. Your expertise in client relationships and investment strategies will drive our Wealth services forward in an innovative setting.

In this role, you will be responsible for enhancing client relationships by delivering tailored financial advice. Join Tangerine’s Wealth team to model an entrepreneurial mindset, ensuring targets and initiatives align with business strategies. This position also involves compliance with governing regulations and internal policies, minimizing risks associated with client interactions.

Key Responsibilities:
• Develop trusting client relationships through financial advice
• Conduct assessments to identify client priorities and preferences




• Execute business development initiatives targeting growth
• Keep up-to-date with financial market trends
• Ensure all activities comply with regulatory standards

Requirements:
• Minimum 3-5 years in financial advising
• Strong knowledge of investment products like stocks and mutual funds
• Licensed as a Mutual Fund Dealing Representative
• Excellent sales and interpersonal skills
• Fluent communication in English; French is an asset

Leverage your expertise to drive growth and deliver exceptional client service at Tangerine.
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📌 Client-Focused Advisor at Tangerine (Ontario)
🏢 Tangerine Bank
📍 Ontario