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Added 6 mins ago
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Private Banking Advisor
RBC
Ottawa, ON
- Full-time
A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through…
Added 6 mins ago
UR
Engineering Shoring Advisor
United Rentals
Edmonton, AB · Branch EAT Edmonton, AB
- Full-time
As an Engineering Shoring Advisor, you will provide onsite consulting and solutions for the district and region during the installation of engineered systems. Shoring Advisors are highly…
Added 20 mins ago
HR
Fire Inspector
Halifax Regional Municipality
Lower Sackville, NS
- Full-time
…with building owners, tenants, outside agencies and internal service…
Added 20 mins ago
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Business Advisor - Bilingual
CIBC
Quebec, QC
- Full-time
As a Business Advisor you will join our Business Client Advice Centre (BCAC) reporting to the Team Leader, Business Banking. You’ll provide new, existing and prospective clients with an…
Added 20 mins ago
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Sr. Consultant, Business Effectiveness
CIBC
Toronto, ON
- Full-time
…You'll manage and enhance scorecards for roles such as Mortgage Advisor, Area Sales Manager, and Regional Director, while providing analysis related to targets, commissions, and channel…
Added 20 mins ago
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Insolvency Advisor, Personal Debt Solutions
BDO
Mississauga, ON
- Full-time
…our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a…
Added 20 mins ago
PC
Sr Specialist SAP Plant Maintenance
Parkland Corporation
Calgary, AB
- Full-time
Be a trusted advisor, helping the business make better, informed decisions by presenting relevant SAP S/4HANA solution alternatives for key challenges; evaluate business and system impact…
Added 20 mins ago
Beauty Advisor/Artist Freelancer/On-Call
ELC Beauty LLC
Quebec, QC
⁃ All applicants must be able to demonstrate the ability to provide inspirational, authentic and personalized customer service
Added 20 mins ago
Program Consultant, Learning & Development-Second Language Training
CityofOttawa
Ottawa, ON
…tools to meet organizational requirements. You serve as an advisor on second-language training and testing matters; conduct research and recommend program and policy improvements; oversee…
Added 1 hour ago
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Financial Advisor
RBC
NS
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 hour ago
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Client Advisor
RBC
St. Marys, ON
- Part-time
…you have the self-motivation to deliver exceptional customer service and are excited to help clients embrace our digital capabilities, you can build a great career with us as a future…
Added 1 hour ago
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1849 - Bilingual ATS Service Desk Specialist II
Amyantek
Montreal, QC
- Contract
Position Title: 1849 - Bilingual ATS Service Desk Specialist II
Added 2 hours ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs.
Added 3 hours ago
NB
Advisor, AAF Group and CDC
National Bank of Canada
Montreal, QC
- Full-time
A career as an Advisor within the AAF Group and CDC team at National Bank means acting as a specialist in operational governance, process coordination, and Capital Markets account…
Added 3 hours ago
NB
Associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 3 hours ago
NB
Banking Advisor D
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
Customer Sales Advisor
Halfords
City of Saint John, New Brunswick
…you need – you’ll be delivering market-leading standards of service, after…
Added 4 hours ago
CL
Resident Advisor - TRU East Village
Campus Living Centres
Kamloops, BC
- Full-time
The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence. The primary objective of the RA as…
Added 7 hours ago
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Customer Service Advisor
VMCH
Mulgrave, NS
- Full-time
As a Customer Service Advisor, you’ll be one of the first points of contact for VMCH, supporting current and prospective customers across aged care, disability services and retirement…
Added 7 hours ago
Priority Issues Coordinator
Government of Alberta
AB
The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding and diverse career…
Added 8 hours ago
BC
Moncler Team Lead - Yorkdale Shopping Centre, Toronto
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…reputation for excellence, innovation, and customer-centric service. We pride ourselves on maintaining our market-leading position by delivering a brand experience that combines tradition…
Added 9 hours ago
DG
Culinary Operations Supervisor
Dexterra Group
Surrey, BC
- Full-time
Participate in client meetings where required and presentations related to culinary performance, food quality concerns, menu enhancements, and service improvements.
Added 9 hours ago
D
Senior Advisor, Business strategies
Desjardins
Montreal, QC · Quebec, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 9 hours ago
D
Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…

Scotiabank

Tangerine Advisor, Growth - Tangerine

Toronto, ON, Canada

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Job details

Experience: Minimum 3-5 years of work experience, as a financial planner or investment advisor, dealing 1:1 with clients
Posting language: English
Posted: Oct 7, 2026

Original job description

Requisition ID: 275866

At Tangerine, we’re redefining banking. As Canada’s leading digital bank, we thrive on innovation, agility, and bold thinking, tackling every challenge head-on with leading technology and the unstoppable power of collaboration.

Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the communities we serve and across our organization. We foster a culture built on integrity, inclusion, and fearless ambition – where diverse perspectives are valued, and people are empowered to do their best work.

Are you ready to disrupt the status quo? Do you crave challenges that push boundaries? If you’re a high performer looking to accelerate your career and reimagine the banking landscape, this is your moment.

Let’s shape the future of banking together!

What you will be doing:

Contributes to Tangerine’s overall success and growth of Tangerine Wealth 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 be:

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.
- 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.
Other:
- Championing a client- obsessed culture
- Leveraging a growth mindset, embracing learning and continuous improvement
- Contributing to a dynamic workplace fostering trust, integrity and inclusion
- Removing obstacles to drive momentum across teams

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

Deliver personalized, advice-driven conversations that reflect client priorities
Uncover client goals and needs through deep discovery
Build long-term relationships by supporting clients across life stages
Provide informed investment advice using strong product knowledge
Apply market insights to enhance client recommendations
Ensure all interactions meet regulatory and compliance standards
Managing a sales process
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
Comfort and confidence adapting to new tools and ways of working
AI fluency
A craving to contribute to a high-performing team
Ability to drive results in periods of change
Track record of fostering an inclusive culture

What's in it for you?

You will be part of a diverse, inclusive, and purpose driven community of client- obsessed innovators who move fast, push boundaries, and celebrate big together.
We are creating something game changing and you get to make your mark on it.
You will have access to thousands of online and in person learning experiences at your fingertips to elevate your career and accelerate your development.
From competitive benefits to programs that support your wellbeing and financial goals- we invest in you today and in your future.*

*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.

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More about this job

Responsibilities

The Tangerine Advisor will build trusted client relationships by providing personalized investment advice and conducting financial needs assessments. They will also execute proactive business development strategies to drive growth for the Tangerine Wealth business while ensuring full regulatory compliance.

Requirements

Candidates must have 3-5 years of experience as a financial planner or investment advisor and hold a Mutual Fund Dealing Representative license. A post-secondary degree in Business and progress toward CFP or PFP designations are required.

Skills

Financial planning
Investment advice
Business development
Prospecting
Financial needs assessment
Mutual fund dealing
Sales
Market analysis
Regulatory compliance
Communication
Networking
Interpersonal skills
AI fluency
Problem solving

Benefits

Pension program
Competitive benefits
Wellbeing programs
Financial goals support
Professional development

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Financial planning
Investment advisor
Mutual funds
Stocks
Bonds
ETFs
CFP
PFP
Business development
Client acquisition
Regulatory compliance
AML
KYC
FCAC
CDIC
MFDA
Digital banking
Sales process
Financial services
Market trends
Lead generation
Relationship management
Banking
Investment products

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