Manager, Investments - Tangerine

Tangerine; Toronto; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Learning & development programs

Competitive benefits

Pension & benefits participation

Job summary

Tangerine, Canada’s leading digital bank, is seeking a Manager of Tangerine Investments in Toronto. You will lead a frontline sales team, coach staff, and drive initiatives to coach, educate, and enable Canadians to become better investors while optimizing fund sales and customer service across channels.

You will align mid-term plans with incentives, manage resources, and collaborate with cross-functional stakeholders to meet service levels and regulatory requirements.

Qualifications

• 3+ years of related work experience, preferably in Financial Services and/or Contact Centre environments.
• 2+ years of leadership and management experience
• Completion of Investment Funds in Canada course (IFC)
• Expert knowledge in Sales and Customer Service fundamentals
• Bilingualism (French/English) is an asset
• AI fluency
• Track record of fostering an inclusive culture

Responsibilities

• Translate the investments business mid-term plan for asset growth into an annualized plan for the frontline sales team and strategically align individual and team incentives to achieve targets.
• Manage and optimize resource allocation for inbound and outbound service and sales activities.
• Create programs that drive engagement and develop the team’s ability to deliver on our departmental mission.
• Lead, coach and develop teams, bringing energy and passion for the business.
• Conduct performance assessments with reports at least semi-annually.
• Drive customer service excellence across all channels and maintain an infrastructure to measure, evaluate, evolve and optimize customer service delivery.
• Collaborate with stakeholders interdepartmentally and cross-functionally to optimize business operations, achieve targeted service levels and execute on projects and initiatives.
• Responsible to coordinate regulatory compliance training and ensure all Sales team activities and dialogue is in compliance with regulatory standards.
• Responsible to maintain business continuity planning and processes for the frontline sales team.
• Inform Senior Management on key issues, objectives and overall status of the sales team and contribute to the investments business strategy and mid-term business planning processes.
• Share the Management On Duty (MOD) responsibility with the peer group and provide/coordinate second-level support for the frontline sales team.
• Responsible for understanding and complying with the Regulatory Compliance Framework including the AML/ATF and Sanctions Policy and all AML related policies, procedures and controls within the department.
• Championing a client-obsessed culture
• Leveraging a growth mindset, embracing learning and continuous improvement
• Contributing to a dynamic workplace fostering trust, integrity and inclusion
• Removing obstacles to drive momentum across teams
• Leading a high performing team through times of change
• Supporting teams through transformation activities
• Other duties as assigned.

Skills

Leadership

Financial Services Experience

IFC Certification

Bilingual French/English

AI Fluency

Change Management

Education

University or College Degree

Job description

Requisition ID: 278859

At Tangerine, we’re redefining banking. As Canada’s leading digital bank, we thrive on innovation, agility, and bold thinking, tackling every challenge head-on with leading technology and the unstoppable power of collaboration.

Our client-obsessed teams deliver flexible, accessible banking solutions, breakthrough products, and award-winning service. Beyond banking, we’re committed to making an impact in the communities we serve and across our organization. We foster a culture built on integrity, inclusion, and fearless ambition – where diverse perspectives are valued, and people are empowered to do their best work.

Are you ready to disrupt the status quo? Do you crave challenges that push boundaries? If you’re a high performer looking to accelerate your career and reimagine the banking landscape, this is your moment.

Let’s shape the future of banking together!

What You Will Be Doing

The Manager of Tangerine Investments reports directly to the Director, Investment & Deposit Front Line Sales and will lead a team of Investment Fund Associates. The Manager is responsible for the frontline sales team and executing on our mission to Coach, Educate and Enable Canadians to become better investors along with optimizing investment fund sales and customer service execution across all channels.

Is this role right for you? In this role, you will be:

• Translate the investments business mid-term plan for asset growth into an annualized plan for the frontline sales team and strategically align individual and team incentives to achieve targets.
• Manage and optimize resource allocation for inbound and outbound service and sales activities.
• Create programs that drive engagement and develop the team’s ability to deliver on our departmental mission.
• Lead, coach and develop teams, bringing energy and passion for the business.
• Conduct performance assessments with reports at least semi-annually.
• Drive customer service excellence across all channels and maintain an infrastructure to measure, evaluate, evolve and optimize customer service delivery.
• Collaborate with stakeholders interdepartmentally and cross-functionally to optimize business operations, achieve targeted service levels and execute on projects and initiatives.
• Responsible to coordinate regulatory compliance training and ensure all Sales team activities and dialogue is in compliance with regulatory standards.
• Responsible to maintain business continuity planning and processes for the frontline sales team.
• Inform Senior Management on key issues, objectives and overall status of the sales team and contribute to the investments business strategy and mid-term business planning processes.
• Share the Management On Duty (MOD) responsibility with the peer group and provide/coordinate second-level support for the frontline sales team.
• Responsible for understanding and complying with the Regulatory Compliance Framework including the Anti-Money Laundering/Anti-Terrorist Financing and Sanctions Policy and all AML related policies, procedures and controls within the department.
• Championing a client- obsessed culture
• Leveraging a growth mindset, embracing learning and continuous improvement
• Contributing to a dynamic workplace fostering trust, integrity and inclusion
• Removing obstacles to drive momentum across teams
• Leading a high performing team through times of change
• Supporting teams through transformation activities
• Other duties as assigned.

Skills

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• University or College Degree
• 3+ years of related work experience, preferably in Financial Services and/or Contact Centre environments
• 2+ years of leadership and management experience
• Completion of Investment Funds in Canada course (IFC)
• Expert knowledge in Sales and Customer Service fundamentals
• Bilingualism (French/English) is an asset
• AI fluency
• A craving to contribute to a high-performing team
• Ability to drive results in periods of change
• Track record of fostering an inclusive culture

What's in it for you?

• You will be part of a diverse, inclusive, and purpose driven community of client- obsessed innovators who move fast, push boundaries, and celebrate big together.
• We are creating something game changing and you get to make your mark on it.
• You will have access to thousands of online and in person learning experiences at your fingertips to elevate your career and accelerate your development.
• From competitive benefits to programs that support your wellbeing and financial goals- we invest in you today and in your future.*
• Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees)

Location(s): Canada : Ontario : Toronto

At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.