Specialist, Investments - Tangerine

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)