About this role
What you will be doing
The Tangerine Advisor, Level 1 is responsible for delivering exceptional investment advice and servicing in the spirit of the Investments team mission to Coach, Educate and Enable Canadians to become better investors. The Tangerine Advisor, Level 1 will respond to Client inquiries via the inbound phone channel (Investments/Deposit) and E-services when needed. They will report directly to the Manager of Tangerine Investments.
Is this role right for you? In this role, you will:
- Client Engagement Outbound/Inbound
- Assess Clients’ financial situations and fit for mutual funds using probing questions and exceptional communication skills, both verbal and written.
- Simplify and explain investment strategies using language and analogies that make investing concepts easier to understand.
- Coach Clients to adopt sound investor behaviors and habits that will position them to have long-term success with their investments & deposits.
- Educate Clients on the fundamentals of our products with the intention of raising their overall investor IQ.
- Enable Clients to take control of their investments by provid