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Estates Account Manager, Level 1- Tangerine

Tangerine
Full-time North York, Ontario Other Management Occupations
Posted:
March 17, 2026
Location:
North York, Ontario, Canada

Job Description

Is this role right for you?

In this role, you will:
  • Manage assigned Estate and Power of Attorney portfolios, including documentation review, legal validation, probate support, and guidance to executors and beneficiaries.

  • Process estates involving lending products, mutual funds, and registered/unregistered deposits, and initiate mortgage or lending recovery actions when required.

  • Build and maintain strong relationships with executors, beneficiaries, lawyers, financial institutions, and internal partners.

  • Identify financial needs and recommend suitable Tangerine deposit products to executors and beneficiaries, while referring mutual fund opportunities.

  • Make estate settlement decisions up to $100,000 and ensure all documentation complies with legal and policy requirements with high accuracy.

  • Collaborate with Legal, Risk, Fraud, Contact Center, CSL, CRG, and CBS leadership to resolve escalations and support compl...

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    Job Overview

    Job Type: Full-time
    Location: North York, Canada
    Posted: March 17, 2026
    Deadline: April 26, 2026