12 Oct
|
Scotiabank
|
Toronto
12 Oct
Scotiabank
Toronto
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 current 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
- Strong 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.
📌 Investment Advisor at Tangerine (Toronto)
🏢 Scotiabank
📍 Toronto