Deliver investment advice at Tangerine in Toronto, using bilingual communication and financial knowledge across phone and E-services channels. Help clients invest confidently.
As a Level 1 Tangerine Advisor, you will coach, educate, and enable Canadians to become better investors. Assess financial situations, explain products, and provide recommendations suited to client needs. Support investments, deposits, mutual funds, and exchange traded funds while serving clients through inbound phone and E-services channels.
Key Responsibilities:
- Assess client suitability and financial circumstances
- Explain investment strategies, products, risks, and costs
- Create customized investment action plans
- Assist with trades and account maintenance accurately
- Meet phone and E-services productivity, sales, and quality targets
Requirements:
- French and English bilingualism required
- 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
Use bilingual communication, investment knowledge, and sound judgment to deliver tailored advice and service for Tangerine clients.
Tangerine Investment Advisor Level 1 in Toronto employer: Tangerine
At Tangerine, we pride ourselves on being Canada's leading digital bank, where innovation and collaboration are at the heart of our culture. Our commitment to employee growth is evident through access to extensive training resources and a supportive environment that values diverse perspectives. With flexible workspaces and a focus on community impact, we empower our team members to thrive both personally and professionally while shaping the future of banking.
