Step into a Client-Focused Investment Advisor role at Tangerine. Deliver unique investment solutions and empower Canadians to achieve their financial goals through exceptional service.
In this Level 1 Advisor position, you'll work directly with clients, utilizing outstanding communication to address their financial needs. You will review client situations, explain investment products, and encourage sound investing practices. This role demands meeting established productivity and client satisfaction targets.
Key Responsibilities:
• Engage clients through both inbound and outbound channels
• Assess clients' financial circumstances effectively
• Simplify complex investment concepts for broader understanding
• Coach and educate clients on sound investing practices
• Meet sales and quality metrics diligently
Requirements:
• Bilingual in French and English is essential
• Minimum of 2-3 years in customer-facing roles
• Completion of CSC or IFIC essential
• ...