Shape the future of banking as an Investment Advisor with Tangerine. Leverage your financial expertise to build trusted client relationships while driving growth in a dynamic, innovative environment.
As an Investment Advisor at Tangerine, you will impact the success of Tangerine Wealth. Proactively engage clients, delivering tailored financial advice and fostering long-term relationships. This position requires experience in investment products and compliance with regulatory guidelines, ensuring holistic support for clients’ financial needs.
Key Responsibilities:
• Develop trusted client relationships through effective financial advice
• Conduct financial assessments to understand client goals
• Execute marketing activities to attract new clients
• Maintain personal finance expertise through ongoing development
• Ensure compliance with regulatory and internal policies
Requirements:
• Minimum 3-5 years in financial advising
• Licensed as a Mutual Fund Dealing Representative
• Post-secondary education in Business or related field
• Robust client service and communication skills
• Ability to adapt in dynamic environments
Leverage your financial insight and client support skills to make a significant impact at Tangerine.
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📌 Investment Advisor at Tangerine (Ontario)
🏢 Scotiabank
📍 Ontario
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