Requisition ID: 274612
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 Director, Investment Solutions is accountable for shaping, developing, and enabling Tangerine’s investment solutions offering across all client segments and channels. This role combines forward-looking product development, ongoing portfolio management, as well as practical solutions advisory, ensuring Tangerine’s wealth products, services, platforms, advisor tools, client-facing materials, and sales-support resources are strategically aligned, differentiated, and effective in market.
The Director will lead the evolution of Tangerine’s investment solutions roadmap, identifying emerging product opportunities, market trends, client needs, and platform enhancements that strengthen the overall wealth value proposition. At the same time, the role will act as a senior subject matter expert for advisors, marketing, sales, and client-facing teams, translating complex investment concepts into clear, compelling, and compliant tools, training, thought leadership, and client education.
Working closely with senior leadership and cross-functional partners across Platform, Sales, Marketing, Operations, Compliance, Risk, Digital Experience, and external providers, the Director will ensure investment solutions are well-designed, well-governed, well-positioned, and well-supported from concept through delivery and ongoing optimization.
Is this role right for you? In this role, you will be:
- Investment Product Strategy & Development
- Lead the design, development, enhancement, and ongoing management of Tangerine’s investment solutions and services across all client segments and channels.
- Identify and evaluate new product opportunities, including managed solutions, model portfolios, SMA/UMA solutions, direct indexing, digital advice capabilities, and other emerging wealth propositions.
- Conduct market scans, competitive benchmarking, client research, advisor feedback reviews, and business-case analysis to identify product gaps, growth opportunities, and areas for differentiation.
- Build and maintain a forward-looking investment solutions product roadmap aligned to business strategy, client needs, advisor workflows, digital experience priorities, profitability goals, and regulatory expectations.
- Define the critical product success factors required to make Tangerine’s wealth solutions valuable to clients, practical for advisors, scalable for the business, and sustainable from a governance perspective.
- Partner with technology, digital experience, operations, platform, and delivery teams to support the implementation of product and platform enhancements.
- Establish product performance measures and conduct regular reviews of adoption, engagement, profitability, client outcomes, advisor usability, and overall solution effectiveness.
- Recommend enhancements, rationalization, repositioning, or new development opportunities based on data, market insights, client feedback, and business priorities.
- Ensure products and related processes meet applicable regulatory requirements, internal risk standards, governance expectations, documentation requirements, and oversight protocols.
- Portfolio Management, Trading Oversight & Investment Governance
- Provide strategic leadership and oversight for portfolio management, trading, and rebalancing activities across Tangerine’s managed investment solutions, ensuring portfolios remain aligned with client objectives, investment mandates, regulatory requirements, and business strategy.
- Establish and oversee portfolio construction, rebalancing, tax-management, and trading frameworks that support scalable, consistent, and client-focused investment outcomes across managed account programs and model portfolios.
- Provide oversight and challenge of complex trade execution activities, including sub-advisor model changes, portfolio transitions, large-scale rebalancing events, liquidity management, and other complex investment scenarios.
- Lead the development and continuous enhancement of portfolio management practices, trading policies, governance frameworks, and decision-making processes to strengthen investment discipline, operational effectiveness, and risk management.
- Act as the supervisory lead for managed account programs, ensuring appropriate oversight, monitoring, and controls are in place to maintain alignment with client objectives, suitability requirements, investment constraints, and fiduciary obligations.
- Oversee the design and execution of tax-aware portfolio management strategies, including tax-loss harvesting, gains management, transition planning, and other approaches intended to improve after-tax client outcomes.
- Provide executive oversight of portfolio administration and investment operations activities, including portfolio reconciliations, model governance, corporate action reviews, exception management, and control effectiveness.
- Serve as the senior business owner and subject matter expert for portfolio management, rebalancing, overlay management, and trading-related platforms and capabilities, ensuring ongoing effectiveness, scalability, and alignment with business needs.
- Lead due diligence, onboarding, governance, and ongoing oversight of sub-advisors, model providers, and other investment solution partners, ensuring strong performance, operational readiness, and alignment with Tangerine’s investment philosophy and client outcomes.
- Partner with Compliance, Risk, Operations, Platform, and Technology teams to strengthen investment governance, improve portfolio management capabilities, and support the evolution of Tangerine’s managed solutions offering.
- Solutions Advisory, Advisor Enablement & Sales Support
- Serve as a senior investment solutions subject matter expert for advisors, advisory leaders, sales teams, marketing partners, and other client-facing stakeholders.
- Develop advisor-facing tools, product playbooks, positioning guides, talking points, FAQs, decision-support resources, and educational materials that help advisors communicate investment solutions clearly and confidently.
- Design and deliver advisor training sessions, workshops, webinars, and enablement programs focused on investment products, market themes, client conversations, and practical applications.
- Support frontline and advisory teams with complex client scenarios, product positioning questions, escalation support, and solution-oriented guidance.
- Establish structured feedback loops with advisors, sales teams, client-facing teams, and end investors to identify pain points, improve usability, strengthen sales effectiveness, and prioritize enhancements.
- Partner with Sales and Advisory leadership to ensure product positioning, advisor support, and client conversation frameworks align with business objectives and client needs.
- Translate investment strategy, product features, and market developments into practical sales-support narratives that are accurate, accessible, compliant, and relevant to target client segments.
- Help equip advisors and sales teams with resources that support integrated client solutions across investing, planning, lending, insurance, and broader wealth conversations where applicable.
- Monitor advisor engagement with tools, training, and content, and use insights to improve enablement materials and support models.
- Client, Marketing & Content Partnership
- Partner with Marketing, Content, Digital, Compliance, and Advisory teams to develop high-quality client-facing collateral, thought leadership, campaign materials, and educational content.
- Provide subject matter guidance on topic selection, audience segmentation, messaging frameworks, content sophistication, product positioning, and client relevance.
- Review investment-related content for accuracy, clarity, tone, educational value, regulatory alignment, and suitability for affluent, emerging affluent, and broader retail client audiences.
- Contribute to the development and maintenance of a wealth content roadmap aligned with business objectives, product priorities, seasonal themes, client needs, and market opportunities.
- Support direct-to-consumer channels by ensuring investment content is compelling, differentiated, digestible, and aligned to Tangerine’s digital-first client experience.
- Lead or contribute to brainstorming sessions that generate innovative ideas for thought leadership, client education, product campaigns, and advisor support.
- Collaborate with analytics partners to measure client and advisor engagement with content, training, tools, and campaigns, and use insights to improve impact over time.
- Leadership, Governance & Cross-Functional Execution
- Lead cross-functional initiatives that bring together Product, Platform, Advice/Sales, Marketing, Compliance, Risk, Digital Experience, Operations, and external partners.
- Build and lead the Investment Solutions function, establishing team priorities, talent strategies, operating practices, and performance expectations while fostering a culture of innovation, continuous improvement, and strong risk management.
- Provide strategic recommendations and regular updates to senior leadership on product strategy, roadmap progress, advisor enablement, content effectiveness, market developments, risks, and opportunities.
- Ensure disciplined governance, documentation, oversight, and issue management across product development, product lifecycle management, third-party relationships, and client/advisor-facing materials.
- Champion a culture of innovation, continuous improvement, client focus, advisor practicality, strong controls, and commercial discipline.
- Represent the investment solutions function in senior forums, working groups, governance committees, and cross-business planning discussions as required.
- Support business planning, prioritization, resource allocation, and initiative sequencing for the investment solutions portfolio.
- Understand and comply with applicable regulatory, risk, AML/ATF, sanctions, privacy, and internal control requirements.
- Other
- 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
- Perform other duties as assigned.
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
- 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
- Undergraduate degree in business/finance/STEM field.
- 10+ years in wealth management product, platform, or solutions roles, preferably in a hybrid-digital environment.
- CFA and/or CIM designations (CAIA designation nice to have)
- Advising Representative (AR) registration required (either CSA or CIRO)
- Expert understanding of portfolio management, portfolio construction, asset allocation and multi-asset frameworks, trading, as well as the overall investment landscape.
- Proven ability to lead complex, cross-functional initiatives with measurable outcomes.
- Excellent executive-level communication and presentation skills.
- Strong analytical and problem-solving capabilities, with a focus on execution and continuous improvement.
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.
