Tangerine Wealth Investment Advisor
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Key Responsibilities
Conduct financial needs assessments and discover client priorities Provide tailored investment advice using Tangerine product expertise Build relationships through prospecting, referrals, and planned calls Refer opportunities for savings, loans, and other services Educate clients about online and digital self-serve tools
Requirements:
Three to five years advising financial planning or investment clients Mutual Fund Dealing Representative license Business or related post-secondary education Working toward or completed CFP or PFP designation Strong sales, communication, networking, and client service skills Bring investment advice, relationship-building, and compliance expertise to help Tangerine Wealth clients pursue their financial goals. #J-18808-Ljbffr
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