Build trusted client relationships at Tangerine Wealth through personalized investment advice, deep discovery, and proactive financial conversations. Work across digital banking and wealth services.As a Growth Advisor, you will support Tangerine Wealth’s success by understanding client priorities, goals, financial positions, and risk appetites. You will provide tailored advice on Tangerine investment products, identify opportunities for savings and loans, and educate clients about digital self-serve tools. Your work will support growth while meeting productivity targets and regulatory expectations.Key Responsibilities:Conduct financial needs assessments and discover client prioritiesProvide tailored investment advice using Tangerine product expertiseBuild relationships through prospecting, referrals,



and planned callsRefer opportunities for savings, loans, and other servicesEducate clients about online and digital self-serve toolsRequirements:Three to five years advising financial planning or investment clientsMutual Fund Dealing Representative licenseBusiness or related post-secondary educationWorking toward or completed CFP or PFP designationStrong sales, communication, networking, and client service skillsBring investment advice, relationship-building, and compliance expertise to help Tangerine Wealth clients pursue their financial goals.#J-18808-Ljbffr

📌 Associate Investment Advisor - $135,000 - $200,000 A Year (Winnipeg)
🏢 Canaccord Genuity
📍 Winnipeg