• Bilingual Investment Funds Advisor - Outbound

    Job Post Start
    CA-ON-North York
    Job Type
    Regular Full-Time
    Investments - 3001
  • Job Description


    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.

    Role Purpose:

    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.

    Role Accountabilities:

    • Via outbound call campaigns, take ownership of Client segments and self-manage execution of contact attempts meeting key efficiency, sales and conversion targets.
    • Meet monthly productivity, sales and quality targets.
    • Leverage existing tools to accurately track and trend individual campaign results.
    • Build and develop Client relationships as required to optimize sales and conversion efforts and effectively self-manage Client follow-up interactions, (via phone and email).
    • 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 behaviours and habits that will position them to have long-term success with their investments.
    • 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 providing them a tailored recommendation suited to their needs.
    • Empower Clients to use online self-serve tools to assist with planning and goal setting.
    • Recommend other Tangerine products that are well suited to the Clients identified needs.
    • Assist Clients with trade requests and account maintenance needs and execute with high accuracy.
    • Maintain designation(s) to sell and provide advice for investment funds across all Canadian jurisdictions.
    • Adhere to the Tangerine Investment Funds Policy and Procedure manual and keep up to date with changes.
    • Apply principles of Know Your Client (KYC) in all customer interactions.
    • Has a clear understanding of the “Voice of Brand” and can translate that into verbal Client interactions.
    • Other duties as assigned.

    Minimum Qualifications:                                                                                                                                                  

    • Education/Experience
      • Minimum High School Diploma
      • Minimum 2-3 years of work experience preferably in a retail/sales or customer service
      • Successful completion of CSC or IFIC
    • Technical Skills
      • Fluent verbal and written communication skills in English and French
      • Bilingualism (French/English) is required


    Working Conditions:                                  

    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.


    Direct Reports:



    Disability Accommodation:

    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.

    Managing Risk:

    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


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