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Added 9 mins ago
BO
Analyst, Loans Modelling & Administration
Building Ontario Fund
Toronto, ON
- Full-time
In this role, you’ll report to the Manager, Loans Administration & Compliance and be accountable for financial analysis, modelling, and scenario analysis to support portfolio monitoring and…
Added 9 mins ago
T
Assistant Branch Manager Trainee
TD
Brampton, ON
- Full-time
…employee experience while ensuring effective delivery of complex credit and investment solutions? Is it fun guiding a team to provide professional financial advice and help customers with…
Added 9 mins ago
T
Personal Banker Trainee
TD
Kingston, ON
- Full-time
Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
Added 9 mins ago
T
Personal Banker Trainee
TD
Owen Sound, ON · Port Elgin, ON · Wiarton, ON
- Full-time
Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
Added 9 mins ago
Clerk II (Accounts Payable)
Region of Waterloo
Kitchener, ON
…correct. Prepares files for offsite storage, as required. Provides credit reference data and monthly income letters for child care…
Added 9 mins ago
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Regional Vice President, Personal Banking, Durham
BMO
Whitby, ON
- Full-time
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best…
Added 24 mins ago
TH
Manager Payroll and Benefits
Tim Hortons® Foundation Camps
ON · Saint George, ON
- Full-time
The Manager, Payroll and Benefits leads accurate, timely biweekly payroll processing for employee groups across Canada and the United States while ensuring compliance with applicable…
Added 39 mins ago
T
Leasing Manager
Townline
Victoria, BC
- Full-time
We are seeking a Leasing Manager to join our team in Victoria. The successful candidate will bring strong leadership and relationship-building skills while supporting the continued growth…
Added 39 mins ago
AC
Financial Services Consultant
Assiniboine Credit Union
Rivers, MB
- Full-time
Reporting to the Branch Manager, the Financial Consultant plays a key role in deepening member relationships by delivering proactive, personalized advice and supporting a broad range of…
Added 39 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brampton, ON
- Contract
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 39 mins ago
WC
Cashier
Walmart Canada
Abbotsford, BC
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 39 mins ago
OP
Property Administrator
Oxford Properties Group
Toronto, ON
- Full-time
We are a leading global real estate investor, developer and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities. By…
Added 39 mins ago
WC
(CAN) Caissier
Walmart Canada
Trois-Rivières, QC · Cap-de-la-Madeleine, QC
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 39 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Ancaster, ON
- Full-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 39 mins ago
WC
(CAN) Cashier
Walmart Canada
Bedford, NS
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 39 mins ago
DI
Analyste de Crédit et de Recouvrement | Credit and Collection Analyst
Delmar International Inc.
Toronto, ON
- Full-time
Reporting to the Corporate Credit Manager, the Credit Analyst is responsible for managing a portfolio of Accounts Receivable to meet or exceed corporate objectives within established…
Added 39 mins ago
Development Manager
DSV
Milton, ON
Job Posting Title: Development Manager, Solutions Design
Added 54 mins ago
MC
Assistant Manager, Wealth Sales Support
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
The role: Reporting to the Manager, Wealth Sales Support, the Assistant Manager, Wealth Sales Support leads the Mutual Fund Support Representatives who provide day-to-day operational and…
Added 1 hour ago
DI
Analyste de Crédit et de Recouvrement | Credit and Collection Analyst
Delmar International Inc.
Toronto, ON
- Full-time
Reporting to the Corporate Credit Manager, the Credit Analyst is responsible for managing a portfolio of Accounts Receivable to meet or exceed corporate objectives within established…
Added 1 hour ago
T
Wind Technician, Melancthon
TransAlta
Shelburne, ON
- Full-time
Support the Supervisor and regional Manager as part of a high-performance team of employees and contractors to achieve the expected outcomes of the plants.
Added 1 hour ago
HF
Fund Accounting Manager (Credit Funds)
HS Financial Technologies
Halifax, NS
- Full-time
A Fund Accounting Manager (Credit Funds) will be required to manage the overall NAV calculation process within the guidelines and procedures provided by HS Financial Technologies (formerly…
Added 1 hour ago
FT
CAC052: Release / Class Spclst
FedEx Trade Networks Transport and Brokerage
Toronto, ON
- Full-time
Enters shipment data into computer system, obtains credit release and ensures entry is transmitted to customs
Added 1 hour ago
FT
CAC052: Release / Class Spclst
FedEx Trade Networks Transport and Brokerage
Toronto, ON
- Full-time
Enters shipment data into computer system, obtains credit release and ensures entry is transmitted to customs
Added 1 hour ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
…of Saint John and under the direct supervision of the Growth Manager, the Growth Coordinator will be a champion for growth in Saint…
Added 1 hour ago
T
Personal Banker Trainee
TD
Gander, NL
- Full-time
Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions

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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