Tangerine Advisor, Growth

Role overview

Client advice and growth

• Conduct discovery and financial needs assessments to understand clients' goals, priorities, finances, preferences, and risk appetite.
• Provide tailored investment advice and explain Tangerine product structures, features, risks, and costs.
• Use lead-generation data and proactive outreach to connect with clients and prospects.
• Refer suitable opportunities for savings, loans, and other services; help clients use digital self-service tools.
• Conduct planned calls, leverage referrals, and carry out outbound marketing to grow the Wealth business.
• Collaborate with marketing and lead-generation teams on strategy and execution.

Team contribution and risk

• Maintain financial expertise and keep current on markets, products, services, and initiatives; work toward productivity targets.
• Recommend improvements to management to enhance the client experience.
• Follow sales principles, privacy, AML/ATF, FCAC, KYC, CDIC, MFDA, SSI, business conduct, and security requirements.
• Escalate fraud, unusual occurrences, issues, deficiencies, and trends through established channels.
• Support a client-focused, inclusive team culture and continuous improvement.

Qualifications

• Post-secondary education in business or a related field.
• At least 3–5 years as a financial planner or investment advisor dealing one-to-one with clients.
• Mutual Fund Dealing Representative licensing is required.
• Working toward or completed CFP or PFP designation.
• Prior Investment Dealer registration and experience with stocks, bonds, ETFs, and mutual funds are preferred.
• Fluent written and verbal English; French proficiency is an asset.
• Strong sales, client service, networking, client acquisition, and interpersonal skills.
• Ability to multitask, adapt to change and new tools, drive results, and demonstrate AI fluency.

Team and development