Join Tangerine as an Investment Advisor, where your role will focus on delivering personalized financial advice and fostering client relationships. Work in an innovative, client-obsessed environment.

This role involves conducting thorough financial assessments and offering tailored investment advice to both new and existing clients. Actively drive business development initiatives while ensuring compliance with regulations and internal policies. You’ll be part of a team-oriented team that values integrity and continuous improvement in financial services.

Key Responsibilities:
• Perform detailed financial discovery assessments for clients
• Deliver personalized investment recommendations
• Drive growth through proactive client communications




• Stay informed about market trends and new products
• Adhere to all compliance and regulatory standards

Requirements:
• 3-5 years experience in financial advising
• Familiarity with stocks, bonds, and mutual funds
• Licensed as a Mutual Fund Dealing Representative
• High-level communication skills in English; French communication is a plus
• Track record of successful client relationship management

Bring your investment expertise to create impactful financial solutions at Tangerine.
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📌 Investment Advisor at Tangerine Wealth (Ontario)
🏢 Tangerine Bank
📍 Ontario