The Mutual Funds Department is comprised of multiple teams, including Sales and Operations. Mutual Funds Sales is not only responsible for facilitating the sale of mutual funds to our Clients, but is also charged with educating the customer on their various mutual fund options. Whether you're looking to invest in the Tangerine Investment Fund, set-up an ASP on your mutual fund account or update your investor profile, our friendly and knowledgeable Mutual Funds Associates will be happy to assist you. Mutual Funds Operations is responsible for all of the processing as well as the reconciliation of Mutual Fund trades. Whether funds need to be transferred from other financial institutions or trades need to be settled, our dedicated Operations Associates are hard at work to process all the mutual fund-related transactions.
As an Investment Funds Advisor, you are the voice and personality of Tangerine Investment Funds. Dealing primarily over the phone, Clients will be reaching out to you as their main source for investment advice. You will use your wit and curiosity to engage Clients in conversation and assess their needs as they relate to investing. You are passionate about our investment philosophies and advocate for increased investor education and sound investing behaviours. You take pride in helping people and you focus on bringing your best to each interaction. The Investment Fund Advisor will report directly to the Manager of Tangerine Investments.
Bilingualism (French/English) is required
The Investment Funds Advisor will be working in a traditional office environment and may be subject to special working conditions as needed by the business. Special working conditions may cover a range of circumstances from regular evening and weekend work, overtime, shift work, working outdoors and/or working with challenging clients.
Tangerine will make reasonable accommodations for the known physical or mental disabilities of an otherwise qualified employee or applicant for employment, unless undue hardship to Tangerine would result. Any applicant or employee who requires accommodation in order to perform the essential functions of a job should contact Human Resources or his or her supervisor.
All members of the Tangerine Team are responsible for managing risk and compliance within their departments. As such, employees should maintain and demonstrate the highest standards of integrity and ethical conduct in accordance with Tangerine policies, guidelines and directions.
Tangerine is an equal opportunity employer.