Job Description
Become a Financial Empowerment Coach with Tangerine in Toronto, Ontario. Drive client success through personalized financial guidance and proactive investment education.
In this coaching role, you will engage clients to assess their financial needs and educate them on investment strategies. You will simplify complex concepts and focus on raising their investor IQ. Your commitment to compliance and effective client engagement will enhance the overall service quality and support the goals of both the clients and the Tangerine Investment Team.
Key Responsibilities:
• Engage clients to assess financial needs effectively
• Promote sound investment behavior and habits
• Provide tailored investment recommendations
• Ensure adherence to compliance standards
• Contribute to the improvement of customer experience
Requirements:
• Bilingual in French and English
• High School Diploma minimum
• 2-3 years in custo...
In this coaching role, you will engage clients to assess their financial needs and educate them on investment strategies. You will simplify complex concepts and focus on raising their investor IQ. Your commitment to compliance and effective client engagement will enhance the overall service quality and support the goals of both the clients and the Tangerine Investment Team.
Key Responsibilities:
• Engage clients to assess financial needs effectively
• Promote sound investment behavior and habits
• Provide tailored investment recommendations
• Ensure adherence to compliance standards
• Contribute to the improvement of customer experience
Requirements:
• Bilingual in French and English
• High School Diploma minimum
• 2-3 years in custo...