Manager, Investments - Tangerine
- Toronto, ON, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original 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:
Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
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.
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.
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
- 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)
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.
More about this job
Responsibilities
Lead and develop a team of Investment Fund Associates, translating investment growth plans into sales targets and optimizing resources, incentives, and customer service across channels. Ensure regulatory compliance and business continuity, collaborate across departments, and report on team performance while contributing to business strategy and change initiatives.
Requirements
A university or college degree, at least three years of related experience, two or more years of leadership experience, and completion of the Investment Funds in Canada course are requested. Candidates should have expert sales and customer service knowledge, AI fluency, the ability to drive results through change, and a record of fostering an inclusive culture; French-English bilingualism is an asset.
Skills
- Investment Sales
- Sales Planning
- Team Leadership
- Coaching And Development
- Customer Service
- Resource Allocation
- Performance Management
- Regulatory Compliance
- Anti-Money Laundering
- Business Continuity Planning
- Stakeholder Collaboration
- Change Management
- Investment Funds
- Financial Services
- Contact Centre Operations
- Inclusive Leadership
Benefits
- Pension
- Benefits Programs
- Online And In-Person Learning Experiences
Visa sponsorship
Not detected in the job text
Categories
- Management & Leadership
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Tangerine Investments
- Investment Fund Associates
- Investment Funds In Canada (IFC)
- Investment Fund Sales
- Asset Growth
- Frontline Sales
- Sales Planning
- Sales Incentives
- Customer Service
- Contact Centre
- Financial Services
- Team Leadership
- Coaching
- Performance Assessments
- Resource Allocation
- Regulatory Compliance
- Anti-Money Laundering (AML)
- Anti-Terrorist Financing
- Sanctions Policy
- Business Continuity Planning
- Management On Duty (MOD)
- Service Level Management
- Business Strategy
- Change Management
- AI Fluency
- Inclusive Culture
- French-English Bilingualism