Lead wealth strategy and research at Tangerine, using financial modeling and market intelligence to guide executive decisions in Canada. As Senior Manager, Wealth Strategy and Research, you will advance Tangerine Wealth’s strategy and growth agenda. You will lead strategic initiatives, assess opportunities, and translate complex analysis into evidence-based recommendations. The role also supports planning, reporting, and competitive positioning across wealth management. Key Responsibilities:
Lead strategic assessments supporting Tangerine Wealth’s business strategy Manage cross-functional initiatives and actionable leadership recommendations Develop business cases, financial models, and scenario planning Monitor wealth management, banking, fintech, and digital investing trends Produce executive-ready reports, presentations, and strategic briefs Requirements:
Undergraduate degree in a related discipline Six-plus years post-undergraduate or four-plus post-MBA experience Management consulting or corporate strategy experience Advanced quantitative, qualitative, and financial modeling capabilities Advanced PowerPoint and Excel proficiency Bring strategic leadership, market intelligence, and analytical rigor to Tangerine’s evolving wealth management experience for Canadians.
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Senior Wealth Strategy Manager in Toronto employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
