🔔 Get instant job alerts delivered to your inbox! Set up your first alert →
Home › Jobs Near Canada › Estates Account Manager, Level 1- Tangerine
📍 Local Job Near You

Estates Account Manager, Level 1- Tangerine

🏢
Tangerine
📍 North York, Canada
📍
Location North York
📅
Posted March 17, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

📋
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...

    • Apply for This Job

    Submit Application

    Quick and secure application process

    📍 Location Details

    🌆
    City
    North York
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

    🔍 More Jobs Nearby

    Explore other opportunities in North York

    View Local Jobs