Current jobs related to Advisor, Growth - Toronto, Ontario - Tangerine

  • Portfolio Manager

    3 days ago

    Toronto, Ontario, Canada Super Advisor Full time $90,000 - $180,000 per year

    Location:TorontoType:Full-TimeReports to:CEOAbout the RoleWe're looking for aPortfolio Manager who is already registered as an Advising Representative (AR)with the OSC or another Canadian provincial regulator. This is amust-have requirement.This is a unique role that blendshands-on discretionary portfolio managementwith the opportunity toshape the most...

  • Advisor, Growth

    1 week ago

    Toronto, Ontario, Canada Tangerine Full time $70,800 - $114,900 per year

    Requisition ID: 238197Tangerine is Canada's leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal...

  • Independent Financial Advisors

    2 weeks ago

    Toronto, Ontario, Canada Desjardins Financial Security Independent Network Full time $90,000 - $120,000 per year

    Company DescriptionDesjardins Financial Security Independent Network, along with SFL Wealth Management, forms a trusted financial products and services distribution network specializing in wealth management. With over 1,500 independent advisors, the network provides personalized support to help clients navigate different life stages and achieve financial...

  • Associate Advisor

    1 week ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time $90,000 - $120,000 per year

    Job DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in North York is seeking a Senior Associate Advisor to join a large high performing Advisory Team. You will deepen client relationships by offering sound advice and support to clients as well as the Investment Advisor. You will also play a key role in identifying and assisting...

  • Advisor Trainee- Advisor Development Program

    1 week ago

    Toronto, Ontario, Canada Sun Life Full time $45,000 - $75,000 per year

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Insurance Advisor

    9 hours ago

    Toronto, Ontario, Canada Nicola Wealth Full time $60,000 - $120,000 per year

    About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Advisor Trainee- Advisor Development Program

    1 week ago

    Toronto, Ontario, Canada Sun Life Full time $40,000 - $50,000 per year

    You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Associate Advisor

    1 week ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time $80,000 - $120,000 per year

    Job DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in North York is seeking a Senior Associate Advisor to join a large high performing Advisory Team. You will deepen client relationships by offering sound advice and support to clients as well as the Investment Advisor. You will also play a key role in identifying and assisting...

  • Associate Investment Funds Advisor

    1 week ago

    Toronto, Ontario, Canada People Exchange Inc Full time $60,000 - $90,000 per year

    People Exchange Inc. is supporting SISIP Financial in Greenwood, Nova Scotia in the recruitment effort for an Associate Investment Funds Advisor. SISIP Financial has been serving the military community for over 50 years. Canadian Armed Forces (CAF) community members trust SISIP Financial for expert advice and solutions across investing, insurance, financial...

  • Associate Advisor

    10 hours ago

    Toronto, Ontario, Canada RBC Full time $60,000 - $120,000 per year

    Job DescriptionWhat is the opportunity?RBC Dominion Securities Branch located in downtown Toronto, ON is looking for an Associate Advisor to join their team. As an Associate Advisor, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing...

Advisor, Growth

2 weeks ago

Toronto, Ontario, Canada Tangerine Full time $90,000 - $120,000 per year

Requisition ID
: 238197

Tangerine is Canada's leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It's important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

As Canada's leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.

Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape

What You Will Be Doing
Contributes to Tangerine's overall success and growth of Tangerine Investments by building trusted relationships with new and existing clients. Models an entrepreneurial mindset and ensures specific individual activity targets, goals, plans, and initiatives are executed and delivered in support of the team's business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations and internal policies and procedures.

Is this role right for you? In this role, you will:

  • Develop and build trusted client relationships by proactively delivering effective investments and financial advice:

  • Conduct deep discovery and financial needs assessments to understand clients' life priorities and preferences, goals, financial position, and risk appetite.

  • Offer tailored, high-quality financial advice on investments based on clients' life priorities and preferences, leveraging strong subject matter expertise of Tangerine investments products, including structure, features, risks, and costs.
  • Using marketing and lead generation data, and through proactive prospecting outreach, seek out, identify and connect with existing Tangerine clients and prospects to build new client relationships.
  • Identify and refer opportunities for savings, loans, and other financial services products to provide holistic support and advice.
  • In client interactions, use language and share information appropriate to the client's level of investment knowledge, interest, and sophistication.

  • Educate and empower clients to use online and digital self-serve tools.

  • Effectively execute business development activities focused on driving growth to the wealth business:

  • Implement a highly proactive client contact strategy, including planned calls and leveraging referrals.

  • Ask for referrals from satisfied clients to generate sales and increase market share.
  • Conduct outbound marketing activities to attract business from new and existing clients.

  • Work closely with marketing and lead generation teams on strategy and execution.

  • Contribute to the effectiveness of the Tangerine Wealth team:

  • Establish and maintain personal finance expertise by participating in ongoing professional development.

  • Keep informed and current on financial services/market trends and new Tangerine products, services, and initiatives.
  • Work toward meeting productivity goals and targets.

  • Identify areas and recommend solutions to the Management team to improve the overall client experience.

  • Minimize Tangerine's exposure to risk:

  • Ensure all client interactions rigorously adhere to the Global Sales Principles guidelines.

  • Comply with regulatory activities and guidelines as part of the sales process, including (but not limited to) Privacy, Anti-Money Laundering/Anti-Terrorist Financing (AML/ATF), Financial Consumer Agency of Canada (FCAC), Know Your Client (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct.
  • Adhere to Tangerine security procedures, including internal policies and processes, assigned authorities, and limits.
  • Stay current on compliance and regulatory requirements.
  • Ensure strict adherence to security procedures, assigned authorities, and limits.
  • Escalate fraudulent activities, unusual occurrences, and issues/deficiencies/trends to your direct supervisor and/or Manager and/or escalation protocols.

Skills
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

  • Expert knowledge of:

  • Deliver personalized, advice-based conversations aligned with the Client Experience model

  • Conduct deep discovery to uncover client goals, needs, and opportunities
  • Assess client needs and build long-term relationships across life stages
  • Demonstrate knowledge of investment products, features, benefits, and related policies
  • Stay current on marketplace trends and apply insights to client advice

  • Adhere to regulatory, security, and compliance standards in all interactions

  • Ability to multi-task and work in a dynamic and changing environment

  • Post-secondary education in Business or a related field
  • Minimum 3-5 years of work experience, as a financial planner or investment advisor, dealing 1:1 with clients
  • Preferably previous registration with an Investment Dealer and experience in Stocks, Bonds, ETFs and Mutual funds
  • Minimum Requirement: Licensed as a Mutual Fund Dealing Representatives
  • Either working towards or successfully completed either Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designations.
  • Fluent verbal and written communication skills in English
  • Fluent verbal and written communication skills in French is an asset
  • Excellent sales and client service skills
  • Proven networking, client acquisition, and interpersonal skills

What's in it for you?

  • Work in a mission-driven culture that prioritizes empowerment, diversity, and continuous learning.
  • Join a modern banking environment where design plays a central role in shaping client value.
  • Be part of a high-visibility team that is reimagining the future of personal finance in Canada.
  • You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.
  • You belong here, we are equal and un-complicated. Bring your true self to work, dress codes don't apply here.
  • You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.
  • Tangerine employees participate in Scotiabank's pension & benefits programs (available to permanent employees)

Location(s): Canada : Ontario : Toronto

At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.