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.
Tangerine Wealth Advisor Growth Role 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.
