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.

📌 Senior Wealth Strategy Manager (Toronto)
🏢 Scotiabank
📍 Toronto