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Tangerine

Tangerine Growth Advisor - Tangerine

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 25, 2026
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 26, 2026

Original job description

Requisition ID: 277576

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

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:

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

Build and grow client relationships by assessing financial needs and providing tailored investment advice, while proactively prospecting and identifying opportunities for other financial products. Meet business development and productivity goals while following regulatory, compliance, privacy, and security requirements and contributing to an improved client experience.

Requirements

Requires post-secondary education in business or a related field and 3–5 years of experience as a financial planner or investment advisor working directly with clients. Candidates must hold a Mutual Fund Dealing Representative license and be working toward or have completed a CFP or PFP designation; investment dealer registration and French fluency are assets.

Skills

Investment Advice
Financial Needs Assessment
Client Relationship Building
Business Development
Sales Process Management
Client Acquisition
Networking
Investment Product Knowledge
Market Insights
Regulatory Compliance
Know Your Client (KYC)
Anti-Money Laundering (AML)
Client Service
Digital Self-Service Tools
Communication
AI Fluency

Benefits

Pension
Benefits Programs

Visa sponsorship

Not detected in the job text

Keywords

Tangerine Wealth
Investment Advice
Financial Planning
Mutual Fund Dealing Representative
Certified Financial Planner (CFP)
Personal Financial Planner (PFP)
Stocks
Bonds
Exchange-Traded Funds (ETFs)
Mutual Funds
Financial Needs Assessment
Risk Appetite
Business Development
Lead Generation
Prospecting
Client Acquisition
Sales Process
Market Trends
Know Your Client (KYC)
Anti-Money Laundering (AML)
Anti-Terrorist Financing (ATF)
Financial Consumer Agency of Canada (FCAC)
Mutual Fund Dealer Association (MFDA)
Scotia Securities Inc. (SSI)
Global Sales Principles
Regulatory Compliance
Digital Self-Service Tools

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