Tangerine Advisor Tangerine

At Tangerine, we’re redefining banking. As Canada’s leading digital bank, we thrive on innovation, agility, and bold thinking, tackling every challenge head‑on with leading technology and the unstoppable power of collaboration.

Our client‑obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award‑winning service. Beyond banking, we’re committed to making an impact in the communities we serve and across our organization. We foster a culture built on integrity, inclusion, and fearless ambition – where diverse perspectives are valued, and people are empowered to do their best work.

Are you ready to disrupt the status quo? Do you crave challenges that push boundaries? If you’re a high performer looking to accelerate your career and reimagine the banking landscape, this is your moment.

Let’s shape the future of banking together!

• Contributes to Tangerine’s overall success and growth of Tangerine Wealth by building trusted relationships with new and existing clients, modeling an entrepreneurial mindset, and ensuring activity targets, goals, plans, and initiatives are executed to support the team’s business strategies, while maintaining compliance with governing regulations and internal policies and procedures.
• Builds trusted client relationships by proactively delivering effective investments and financial advice:
  • Conduct deep discovery and financial needs assessments to understand clients’ life priorities, preferences, goals, financial position, and risk appetite.
  • Offer tailored, high‑quality financial advice on investments based on clients’ life priorities and preferences, leveraging strong subject‑matter expertise of Tangerine investment products, including structure, features, risks, and costs.
  • Utilize marketing and lead generation data and proactive prospecting outreach to seek out, identify and connect with existing Tangerine clients and prospects to build new client relationships.
  • Identify and refer opportunities for savings, loans, and other financial services products to provide holistic support and advice.
  • In client interactions, use language and share information appropriate to the client’s level of investment knowledge, interest, and sophistication.
  • Educate and empower clients to use online and digital self‑serve tools.
• Effectively execute business development activities focused on driving growth to the Wealth business:
  • Implement a highly proactive client contact strategy, including planned calls and leveraging referrals.
  • Conduct outbound marketing activities to attract business from new and existing clients.
  • Work closely with marketing and lead generation teams on strategy and execution.
• Contribute to the effectiveness of the Tangerine Wealth team:
  • Establish and maintain personal finance expertise by participating in ongoing professional development.
  • Keep informed and current on financial services/market trends and new Tangerine products, services, and initiatives.
  • Work toward meeting productivity goals and targets.
  • Identify areas and recommend solutions to the Management team to improve the overall client experience.
• Minimize Tangerine’s exposure to risk:
  • Ensure all client interactions rigorously adhere to the Global Sales Principles guidelines.
  • Comply with regulatory activities and guidelines as part of the sales process, including Privacy, Anti‑Money Laundering/Anti‑Terrorist Financing (AML/ATF), Financial Consumer Agency of Canada (FCAC), Know Your Client (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct.
  • Adhere to Tangerine security procedures, including internal policies and processes, assigned authorities, and limits.
  • Stay current on compliance and regulatory requirements.
  • Ensure strict adherence to security procedures, assigned authorities, and limits.
  • Escalate fraudulent activities, unusual occurrences, and issues/deficiencies/trends to your direct supervisor and/or Manager and/or escalation protocols.
• Other:
  • Championing a client‑obsessed culture.
  • Leveraging a growth mindset,…