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Added 3 mins ago
PG
Manager, Social
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
…business-building social media marketing solutions to meet or exceed client objectives. This involves the creation and execution of social media plans, unearthing insights to inform the…
Added 3 mins ago
SI
Associate Claims Bordereau Analyst
Sovereign Insurance
Calgary, AB · Vancouver, BC · Winnipeg, MB
- Full-time
Partner with Operations and IT teams to support the development, maintenance, testing, and continuous improvement of bordereau processing tools, documentation, and workflows.
Added 3 mins ago
DC
Strategic Lead – Transportation Planning & Strategy
Dillon Consulting Limited
Guelph, ON · Hamilton, ON · Kingston, ON · Kitchener, ON · London, ON · Oakville, ON · Ottawa, ON · Toronto, ON · Vaughan, ON · Windsor, ON · North York, ON
- Full-time
…also rewarded with the opportunity to advance to Associate and Partner ownership levels and receive performance-informed profit allocations. Working within our employee-owned model, you…
Added 3 mins ago
R
Sales Executive
RemodelBoom
Remote, Canada
- $100,000 USD / year
- Full-time
- Remote
RemodelBoom is the leading revenue-sharing growth partner for home improvement companies in the U.S. Our clients don't pay retainers or setup fees - they only pay us when we generate…
Added 3 mins ago
RF
Compositing Supervisor
Rodeo FX
Montreal, QC
- Full-time
Rodeo FX is a creative partner to the world’s best storytellers including Netflix, HBO, Disney, Marvel, Amazon Studios, Warner Bros., and Sony, and has collaborated on ads for YouTube, NBC,…
Added 3 mins ago
A
Director, Energy Advisory
AECOM
Calgary, AB
- Full-time
…clients across the energy and utilities sector. The role combines client leadership, business development, management consulting, energy-sector expertise, and engagement delivery, helping…
Added 3 mins ago
IH
Human Resourced Consultant
Inspired HR
Calgary, AB
- Part-time
…in diverse industries, unique cultures and understands our client's individual goals. We pride ourselves and our success as a true partner. We do not believe there is one approach to human…
Added 3 mins ago
Shopper Insights Senior Client Lead
dunnhumby
Montreal, QC
…enseignes et les marques les plus ambitieuses au monde à placer le client au cœur de chaque décision. Avec près de 3 000 experts répartis en Europe, en Asie, en Afrique et dans les…
Added 3 mins ago
Shopper Insights Client Lead
dunnhumby
Montreal, QC
…enseignes et les marques les plus ambitieuses au monde à placer le client au cœur de chaque décision. Avec près de 3 000 experts répartis en Europe, en Asie, en Afrique et dans les…
Added 18 mins ago
D
Senior Manager, Technology Procurement
Deloitte
Toronto, ON
- Full-time
Provide Cross‑functional advisory - Partner with Technology Stakeholders, VMO's, Legal, Risk and Finance as appropriate to navigate internal policies and processes, gather and frame…
Added 18 mins ago
MS
Executive Assistant
Marberg Staffing
Toronto, ON
- $40 to $55 CAD / hour
- Temporary
Executive Assistant to Co-Head & Partner, investment services client, downtown Toronto.
Added 18 mins ago
R
Manager, Client Services
Ryan
Calgary, AB
- Full-time
The Manager, Client Services (“Manager”) professional is responsible for communicating the Firm’s vision and capabilities to the marketplace and engaging clients and prospects in a…
Added 18 mins ago
O
Sr. Software Developer
OpenText
Richmond Hill, ON
- Full-time
…culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape…
Added 18 mins ago
Z
Red Team Engineer AND Senior Penetration Tester
Zoho
Toronto, ON
- Contract
· Partner with application, infrastructure, cloud, and security teams to remediate identified vulnerabilities and validate fixes through retesting.
Added 18 mins ago
SI
AI Product Owner
Supra ITS
Mississauga, ON
- Full-time
Stakeholder alignment across Supra ITS service delivery, security, client-facing teams and Canon group stakeholders
Added 18 mins ago
TL
VP, Go-To-Market
The Leadership Agency
Toronto, ON
- Full-time
…raisin isn't just another software vendor: they're a genuine partner in…
Added 18 mins ago
R
Manager, Client Services
Ryan
Mississauga, ON
- Full-time
The Manager, Client Services (“Manager”) professional is responsible for communicating the Firm’s vision and capabilities to the marketplace and engaging clients and prospects in a…
Added 18 mins ago
CP
Buyer
Contract Pharmaceuticals Limited
Mississauga, ON
- $75,000 to $80,000 CAD / year
- Full-time
Partner with Planning and Client Services on demand forecasts. Place and manage orders for raw materials, packaging components based on SAP requirements, managing minimum order quantities…
Added 18 mins ago
A
Automation Controls Sr. Analyst /Consultant
Accenture
Calgary, AB · Vancouver, BC · Mississauga, ON · Ottawa, ON · Toronto, ON
- Full-time
We are Accenture's Supply Chain and Engineering reinvention partner. We help organizations reimagine how products are designed, engineered, manufactured, and supported across the…
Added 19 mins ago
S
Gestionnaire de projets | Project Manager
SecureOps
Montreal, QC
- Full-time
Assurer la coordination avec les ressources de gestion de projet côté client afin de garantir l’alignement des objectifs et des attentes.
Added 19 mins ago
BB
Service Billing
Bosch Building Technologies
ON
- $38,950 to $47,150 CAD / year
- Full-time
…readiness in D365, reviews documentation, and coordinates with Client Services and operations to resolve billing or invoice…
Added 19 mins ago
GP
Senior Product Proposition Manager
Global Payments Inc.
Toronto, ON
- Full-time
Synthesize market, customer, competitor, partner, scheme, and regulatory insight into clear strategic choices and recommendations.
Added 19 mins ago
TR
Renewal Specialist, Small Law
Thomson Reuters
Toronto, ON · Canada, Toronto, Ontario
- Full-time
Create sales solutions that meet SLF client needs and exceed their expectations with Thomson Reuters solutions.
Added 19 mins ago
T
Customer Experience Associate
TD
Lethbridge, AB
- Part-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 19 mins ago
T
Customer Experience Associate - Sackville
TD
Lower Sackville, NS
- Part-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…

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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