Wealth Advisor

Position: Tangerine Wealth Growth Advisor
Join Tangerine as a Wealth Growth Advisor. Engage clients with expert-driven financial advice while contributing to Tangerine’s innovative Wealth business in Toronto.

In this role, you will enhance the growth of Tangerine Wealth by fostering strong client relationships and delivering exceptional investment advice tailored to clients' needs. You’ll be expected to meet specific business targets while maintaining compliance with key regulatory standards. Your proactive outreach will help attract new clients, and your financial expertise will empower clients to maximize their banking experience.

Key Responsibilities:

• Conduct financial needs assessments to understand client goals

• Provide tailored investment advice using extensive product knowledge

• Implement a client contact strategy alongside outbound marketing initiatives

• Stay informed on compliance regulations and market changes

• Champion a client-oriented culture within the Tangerine Wealth team

Requirements:

• Minimum 3-5 years of direct client experience in investment fields

• Relevant education in Business or similar disciplines

• Licensed as a Mutual Fund Dealing Representative

• Strong verbal and written communication skills

• Track record of fostering relationships and driving results

Bring your client-centric approach to Tangerine and help redefine banking for the future!
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