Specialist, Investments - Tangerine

Requisition ID: 276217

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 Specialist, Investments is responsible for workflow processing and problem resolution of customer financial and non-financial transactions generated from the Investments Call Centre, Tangerine Call Centre, Cafes, mail-in, on-line applications and various other departments. The Specialist will be fully knowledgeable in all Investments products including TFSA, RIF and RSPs.

The Specialist is expected to participate in projects and will represent the department as a subject matter expert as related to the registered product area to complete all or part of the procedures, testing and/or training.

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

• Represent the Investments Team as a SME on all mutual fund products including third party funds offered by Tangerine by answering questions and providing training for internal clients and team members.
• Handle process and complete all transactions that result from the Call Centre’s daily activities which include setting up new accounts, verifying information, entering data on the system and client/account investigation.
• Ensures timely completion of all cash management activities, trade processing and account maintenance.
• Actively monitor and maintain Investments queues to ensure completion of service request or inquiries. Provide regular follow up on research status as required.
• Reconcile daily processing work.
• Prepare and scan documents into internal imaging system.
• Work closely with other departments to resolve account related problems in a timely manner.
• Provide information on the policies and procedures of the Wealth Department.
• Liaise with other banking and financial institutions in order to resolve complex client issues.
• Ensure that policies and procedures are updated regularly as per the Wealth Department’s parameters.
• Must be able to handle high volume of processing especially during peak periods and RSP season.
• Commit to proactive and ongoing improvement of skills and the continued acquisition of knowledge.
• Contribute in the ongoing development of the Department.
• Handle inquiries from the Service and Sales Team and other internal clients.
• Participate in Testing and Enhancement requests.
• Participate and provide cross training/training of new hires.
• 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
• 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
• Minimum 1-2 years of work related experience, preferably in the banking industry
• IFIC Operations Course and/or Canadian Securities Course is an asset o Call
• Computer proficiency; Microsoft Office is an asset
• Ability to work efficiently and effectively alone and with other internal and external specialists while in a high volume environment
• Ability to work in a fast-paced, constantly changing environment
• Flexible and adaptable to change
• Excellent verbal and written communication skills
• 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.