Tangerine Advisor Tangerine

Requisition : 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…