Advisor, Finance & Banking, Financial Sales

Position: Growth Advisor at Tangerine Bank
Elevate your career as a Growth Advisor with Tangerine, Canada’s leader in digital banking. This role focuses on client relationships, delivering impactful financial advice, and driving wealth growth.

As a Growth Advisor, you will play a pivotal role in Tangerine Wealth’s success. Proactively establish and build relationships with clients, delivering personalized investment advice tailored to their unique needs. Engage in business development activities to foster growth while ensuring compliance with regulations. Stay informed about market trends and continuously enhance your expertise to improve client experiences.

Key Responsibilities:

• Build trusted relationships with clients and prospects

• Conduct financial needs assessments and provide tailored advice

• Implement proactive client contact and outreach strategies

• Stay updated on financial services and investment products

• Maintain strict compliance with regulatory guidelines

Requirements:

• 3-5 years as a financial planner or investment advisor

• Licensed Mutual Fund Dealing Representative

• Strong communication skills in English;
French is a plus

• Proven networking and client acquisition abilities

• Ability to adapt in a dynamic environment

Become a valued partner in Tangerine's journey to redefine banking and help clients achieve their financial goals.
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