Bilingual Investment Advisor: Client Coach & Planner

Scotiabank; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian bank is seeking a Tangerine Advisor in Toronto to provide exceptional investment advice and service. The candidate will assess clients’ financial situations, coach them on investments, and maintain compliance with regulations. Requirements include bilingual proficiency in French and English, a high school diploma, and customer service experience. This position offers access to professional development and a supportive work environment, emphasizing flexibility and inclusivity.

Benefits

Access to online and in-person courses

Diverse and inclusive team environment

Workspace flexibility

Qualifications

• Minimum 2-3 years of work experience in retail/sales or customer service.
• Successful completion of CSC or IFIC.
• Ability to demonstrate excellent written and reading comprehension skills.

Responsibilities

• Assess Clients’ financial situations and provide tailored recommendations.
• Coach Clients to adopt sound investor behaviors.
• Demonstrate understanding of client suitability and KYP.

Skills

Bilingualism in French and English

Customer service skills

Sales skills

Communication skills

Multi-tasking

Education

High School Diploma

Job description

A leading Canadian bank is seeking a Tangerine Advisor in Toronto to provide exceptional investment advice and service. The candidate will assess clients’ financial situations, coach them on investments, and maintain compliance with regulations. Requirements include bilingual proficiency in French and English, a high school diploma, and customer service experience. This position offers access to professional development and a supportive work environment, emphasizing flexibility and inclusivity.