Deliver investment advice through phone and E-services as a Tangerine Advisor, using communication skills and client-focused financial guidance. Bilingual French and English required.
As a Level 1 Tangerine Advisor, you will coach, educate, and enable Canadians to become better investors. You will assess financial situations, explain investment strategies, recommend suitable products, and service investment and deposit inquiries. The role reports to the Manager of Tangerine Investments.
Key Responsibilities:
- Assess client situations and mutual fund suitability
- Explain investment strategies using accessible language
- Recommend tailored investment products and strategies
- Process trades and account maintenance accurately
- Meet phone and E-services productivity, sales, and quality targets
Requirements:
- Bilingual French and English communication
- Minimum high school diploma
- Two to three years' retail, sales, or customer service experience
- Successful completion of CSC or IFIC
- Excellent sales, service, writing, and reading comprehension skills
Support Tangerine clients with investment education, tailored recommendations, accurate servicing, and compliant financial guidance across digital channels.
Tangerine Investment Advisor Level 1 in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
