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.
The Investment Funds Advisor, Outbound (Level 3) 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 Investment Funds Advisor, Outbound (Level 3) will primarily engage Clients and prospects via the outbound phone channel with a focus to execute on outbound campaigns to acquire new Clients and or additional inflows to Tangerine investments. They will report directly to the Manager of Tangerine Investments.
The Investment Funds Advisor, Outbound (Level 3) 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