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Added 1 min ago
RB
Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 1 min ago
RB
Client Advisor
Royal Bank of Canada
Winnipeg, MB
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 1 min ago
RB
Financial Advisor
Royal Bank of Canada
Chatham-Kent, ON
- Full-time
Use your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
Added 1 min ago
N
Product Director, Mobile | Directeur ou directrice de produit, Mobile
NBCUniversal
Montreal, QC
- Full-time
Partner with design, technology, production, and business teams to align priorities and establish overall product direction.
Added 16 mins ago
AD
Buyer - Team Sports
Avery Dennison
Toronto, ON
- Full-time
Partner cross-functionally with Sales, Finance, and Production to ensure procurement activities support the entire business ecosystem and satisfy internal customer needs.
Added 16 mins ago
FC
Manager, Group Health & Dental Claims
First Canadian Financial Group
Edmonton, AB
- Full-time
…into discussions about both today's operation and tomorrow's…
Added 16 mins ago
FC
Actuarial Associate (Ontario)
First Canadian Financial Group
Sherwood Park, AB
- Full-time
The successful candidate will work closely with underwriting, finance, claims, and IT stakeholders, lead components of actuarial studies and regulatory deliverables, and play a key role in…
Added 16 mins ago
MN
Vice President, Professional Services
March Networks
Ottawa, ON
- Full-time
…excellence, customer satisfaction, recurring revenue retention, and business growth by evolving service delivery models, standardizing implementation and support processes, improving…
Added 17 mins ago
AD
Buyer - Team Sports
Avery Dennison
Toronto, ON
- $54,075 to $70,000 CAD / year
- Full-time
Partner cross-functionally with Sales, Finance, and Production to ensure procurement activities support the entire business ecosystem and satisfy internal customer needs.
Added 17 mins ago
CR
Senior Engagement Manager, Project & Interim Division
Clarity Recruitment
Toronto, ON · Greater Toronto Area, Canada
- Full-time
In this role, you'll build relationships with CFOs and senior finance leaders, develop new business, and become a trusted partner to clients navigating growth, transformation, and change.…
Added 17 mins ago
AD
Buyer - Team Sports
Avery Dennison
Toronto, ON
- $54,075 to $70,000 CAD / year
- Full-time
Partner cross-functionally with Sales, Finance, and Production to ensure procurement activities support the entire business ecosystem and satisfy internal customer needs.
Added 17 mins ago
MF
Financial Data & BI Analyst
MTY Food Group
Richmond Hill, ON
- Full-time
We are seeking an eager, curious, and passionate data and finance professional that will be responsible for building and managing Power BI solutions that support the FP&A team in analyzing…
Added 32 mins ago
B
Customer Service Representative
BMO
Ingersoll, ON
- Part-time
…deliver the desired customer experience and achieve overall business…
Added 32 mins ago
IF
Workforce Planning Analyst
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…managers on decisions related to capacity and the achievement of business…
Added 32 mins ago
C
Project Coordinator, Value Management and Delivery Office, Innovation and Delivery (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
- Full-time
…customization, configuration, validation, integration, and transition of business application or infrastructure systems. You tailor your approach to the needs, comfortable with traditional,…
Added 32 mins ago
R
Financial Advisor Intern
RBC
Richmond, BC
- Full-time
Use your own advice capabilities, an those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business
Added 32 mins ago
R
Client Advisor
RBC
St. John's, NL
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 32 mins ago
T
Data Scientist II
TD
Toronto, ON · Montreal, QC
- Full-time
…and non-technical stakeholders. The successful candidate will partner with Strategy, Engineering, Product, Data, Model Validation, and Risk teams to translate business challenges into…
Added 32 mins ago
T
Customer Experience Associate - St-Laurent, St-Louis
TD
Montreal, QC
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 47 mins ago
BG
Financial Analyst
Brandt Group of Companies
Calgary, AB
- Full-time
Partner with other operations and business development teams on a need basis.
Added 47 mins ago
CC
Chief Technology & Strategy Officer
Cascadia Credit Union
Revelstoke, BC
- Full-time
· Minimum four (4) years post-secondary education; diploma or degree in Business Administration, Commerce, Leadership, Strategy, Finance, Economics, or a related field preferred.
Added 47 mins ago
C
Vice President, Sales & Marketing
CYBERWELL
ON · Ontario, Canada
- Full-time
…threat intelligence, and 24/7 managed detection and response. We partner with enterprise leaders who are navigating regulatory pressure, evolving risk, and growing infrastructure. Whether…
Added 47 mins ago
NB
Senior Director AI and Operations Engineering
National Bank of Canada
Montreal, QC
- Full-time
Required skills: Artificial Intelligence, Business Alignment, Communication, Critical Thinking, Decision Making, Emotional Intelligence, Innovation Management, Managerial Courage,…
Added 47 mins ago
TQ
SAP RTR
The Quantum Core Technologies
Toronto, ON · Greater Toronto Area, Canada
- Contract
…reporting activities. Day-to-day responsibilities include analyzing business requirements, configuring and optimizing SAP FICO RTR modules, managing master data related to finance, and…
Added 47 mins ago
N
Product Director, Mobile | Directeur ou directrice de produit, Mobile
NBCUniversal
Montreal, QC
- Full-time
Partner with design, technology, production, and business teams to align priorities and establish overall product direction.

Altis

Account Transfer Representative

Toronto, ON, Canada

$26 to $28 CAD / hour · Contract

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Job details

Pay: $26 to $28 CAD / hour
Job type: Contract
Apply by: Nov 19, 2026
Experience: 1–2+ years of experience in financial services, banking, or investment operations.
Posting language: English
Posted: Oct 20, 2026

Original job description

Account Transfers Representative

Location: Downtown Toronto, ON, Relocating to Mississauga, in December 2026 or January 2027 (Hybrid, 1–2 days onsite per week)

Language: Strong written and spoken English communication skills

Duration: 3–6 month contract, with strong possibility of extension

Hours: Monday to Friday, 8:30 a.m. to 5:00 p.m.

Pay Rate: $26–$28/hour, based on experience

Anticipated Start Date: Between November 9 and December 7, 2026, pending background check completion

Background Check Requirement: Criminal and credit checks, plus two professional reference checks

About the Opportunity

Are you a financial services professional with hands-on experience processing ATON or non-ATON account transfers? An established organization in the financial services industry is seeking an Account Transfers Representative to join its collaborative investment operations team.

In this role, you'll help ensure the accurate and timely transfer of investment assets while working closely with financial institutions, investment advisors, and internal teams. This opportunity is ideal for someone who understands account transfer processes, thrives in a fast-paced environment, and takes pride in delivering exceptional service.

What's In It for You

Competitive hourly pay of $26–$28, based on experience

Hybrid work arrangement with 1–2 days onsite per week

Valuable exposure to investment operations and financial services

Supportive, collaborative team environment

Strong possibility of contract extension

Your Responsibilities

You'll process ATON and non-ATON account transfers, ensuring accuracy and complete documentation.

You'll coordinate with financial institutions, investment advisors, and internal teams to facilitate timely transfers.

You'll investigate rejected transfers, resolve discrepancies, and communicate updates to stakeholders.

You'll respond to inquiries about investment products, services, and transfer processes.

You'll reconcile daily account transfer control accounts and escalate discrepancies as needed.

You'll deliver responsive, professional service while managing competing deadlines.

Skills and Qualifications

1–2+ years of experience in financial services, banking, or investment operations.

Required hands-on experience processing ATON and/or non-ATON account transfers. Experience with at least one transfer type is mandatory, while experience with both is an asset.

Completed post-secondary degree or diploma in Finance, Economics, Commerce, Business Administration, or a related field (required).

Advanced Microsoft Excel skills and confidence working with financial data.

Excellent written and verbal communication skills, with a client-focused approach.

Strong attention to detail, organizational skills, and ability to manage competing priorities.

Proactive problem-solving skills and ability to collaborate effectively across teams.

Why Partner with Altis

If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

Apply About employer

More about this job

Responsibilities

Process ATON and non-ATON investment account transfers, coordinate with financial institutions, advisors, and internal teams, and resolve rejected transfers or discrepancies. Respond to stakeholder inquiries, reconcile daily transfer control accounts, and provide professional service while managing competing deadlines.

Requirements

Requires 1–2+ years of financial services, banking, or investment operations experience, including hands-on experience with at least one type of ATON or non-ATON account transfer. A post-secondary degree or diploma in a related field and advanced Microsoft Excel skills are required, along with strong communication, organizational, and problem-solving abilities.

Skills

ATON Account Transfers
Non-ATON Account Transfers
Investment Operations
Financial Services
Advanced Microsoft Excel
Financial Data Analysis
Transfer Reconciliation
Discrepancy Resolution
Problem-Solving
Written Communication
Verbal Communication
Customer Service
Attention to Detail
Organization
Deadline Management
Cross-Functional Collaboration

Benefits

Competitive Hourly Pay
Hybrid Work Arrangement
Strong Possibility of Contract Extension

Visa sponsorship

Not detected in the job text

Keywords

ATON
Non-ATON
Account Transfers
Investment Operations
Financial Services
Banking
Investment Assets
Financial Institutions
Investment Advisors
Transfer Documentation
Rejected Transfers
Discrepancy Resolution
Investment Products
Transfer Processes
Reconciliation
Microsoft Excel
Financial Data
Client Service
Stakeholder Communication
Background Check
Credit Check
Professional References

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