Tangerine Wealth Investment Advisor
Scotiabank
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 priorities
- Provide tailored investment advice using Tangerine product expertise
- Build relationships through prospecting, referrals, and planned calls
- Refer opportunities for savings, loans, and other services
- Educate clients about online and digital self-serve tools
Requirements:
- Three to five years advising financial planning or investment clients
- Mutual Fund Dealing Representative license
- Business or related post-secondary education
- Working toward or completed CFP or PFP designation
- Strong sales, communication, networking, and client service skills
Bring investment advice, relationship-building, and compliance expertise to help Tangerine Wealth clients pursue their financial goals.
#J-18808-LjbffrVacancy posted 7 hours ago
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