Deliver investment advice at Tangerine in Toronto, using bilingual communication and financial knowledge across phone and E-services channels. Help clients invest confidently.
As a Level 1 Tangerine Advisor, you will coach, educate, and enable Canadians to become better investors. Assess financial situations, explain products, and provide recommendations suited to client needs. Support investments, deposits, mutual funds, and exchange traded funds while serving clients through inbound phone and E-services channels.
Key Responsibilities:
- Assess client suitability and financial circumstances
- Explain investment strategies, products, risks, and costs
- Create customized investment action plans
- Assist with trades and