Home / Jobs / Tangerine Advisor, Growth - Tangerine

Tangerine Advisor, Growth - Tangerine

Tangerine
Full-time Toronto, Ontario Business Operations Specialists
Posted:
March 23, 2026
Location:
Toronto, Ontario, Canada

Job Description

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 th...

    • Apply for this Job

    Submit your application for the Tangerine Advisor, Growth - Tangerine position at Tangerine.

    Apply Now Save for Later

    Job Overview

    Job Type: Full-time
    Location: Toronto, Canada
    Posted: March 23, 2026
    Deadline: May 02, 2026