Tangerine Wealth Advisor Growth Role

Tangerine

Elevate your career as a Wealth Advisor at Tangerine, Canada’s digital banking leader. This role focuses on building client relationships through expert financial advice tailored to their goals. In this impactful role, you will leverage your entrepreneurial mindset to cultivate new client relationships for Tangerine Wealth. Your ability to conduct deep financial assessments will enhance client interactions and offer personalized investment solutions. You will execute targeted business development initiatives to drive growth while adhering to regulatory guidelines. Key Responsibilities:

Build trusted relationships through effective financial advice
Conduct financial assessments to uncover client priorities
Implement proactive marketing and outreach strategies
Educate clients on digital self-serve banking tools
Collaborate with marketing teams for optimal execution

Requirements:

3-5 years of experience as a financial planner/advisor
Fluent communication in English; French is an asset
Licensed as a Mutual Fund Dealing Representative
Familiarity with investment products and market trends
Strong interpersonal and networking skills

Maximize your potential by delivering informed financial guidance and innovative solutions to clients as part of Tangerine’s Wealth team. #J-18808-Ljbffr

Apply

Vacancy posted 17 hours ago

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