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Added 26 mins ago
CS
Inside Sales Representative
Certified Sales and Rentals
Saskatoon, SK
- Full-time
Complete expense reports, and monthly finance reporting
Added 26 mins ago
SH
Project Manager, Enterprise Value Delivery
SE Health
Markham, ON
- Full-time
The Project Manager Level 2 (L2), Enterprise Value Delivery is accountable for the end-to-end delivery of enterprise-priority projects, ensuring defined outcomes are achieved on time,…
Added 26 mins ago
R
Manager, Inhouse Business & Rights (English Services) (Hybrid/Telework)
Radio-Canada
Toronto, ON
- Full-time
As a Manager, Business & Rights, Inhouse Programming, you work closely with CBC's in-house production, programmers and external partners across all CBC departments, regions and media lines.…
Added 26 mins ago
WI
Commercial Manager
WSP in Canada
Toronto, ON
- Full-time
Join WSP as a Commercial Manager and help enable the successful delivery of projects across our business. In this role, you'll be a trusted partner to Project Managers, Project Controls,…
Added 26 mins ago
SR
Senior Payroll Specialist
Swim Recruiting
Burnaby, BC
- $75,000 to $90,000 CAD / year
- Full-time
…Specialist. This new employee will report directly into the Senior Manager, Accounting & Finance and will work alongside other folks in Payroll, Accounting, AP, AR,…
Added 56 mins ago
WI
Commercial Manager
WSP in Canada
Ottawa, ON
- Full-time
Join WSP as a Commercial Manager and help enable the successful delivery of projects across our business. In this role, you'll be a trusted partner to Project Managers, Project Controls,…
Added 56 mins ago
FN
Administrator II--Bilingual
First National Financial LP
Toronto, ON · East York, ON
- Full-time
We are hiring an Administrator II--Bilingual, Residential Administration – Customer Administration!
Added 56 mins ago
SC
Branch Administrator - Temporary (Calgary or Red Deer, AB)
Sterling Crane
Calgary, AB
- Full-time
…you’ll be doing things that matter, leading at every level, and winning a better way. We’re committed to making a positive impact on the world, providing you with diverse learning and…
Added 56 mins ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 56 mins ago
T
Customer Experience Associate
TD
Fort St. John, BC
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 56 mins ago
T
Personal Banking Associate
TD
Saskatoon, SK
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 56 mins ago
T
Customer Experience Associate
TD
AB
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 56 mins ago
T
Personal Banking Associate
TD
Lethbridge, AB
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 56 mins ago
M
Manager, Supply Chain / Gestionnaire, Gestion de la chaîne d’approvisionnement
MSD
Charlottetown, PE · CAN - Prince Edward Island - Charlottetown
- Full-time
Experience working with Manufacturing, Quality, Engineering, Regulatory, Finance, and other business functions.
Added 1 hour ago
WO
Organizational Development Coordinator
William Osler Health System
Brampton, ON
- Contract
Reporting to the Manager, Organizational Development, the Organizational Development Coordinator is the first level point-of-contact in Organizational Development, receiving a variety of…
Added 1 hour ago
E
Purchasing Lead
EllisDon
Fort Saskatchewan, AB
- Full-time
Collaborate with Project Managers, Superintendents, Estimators, Equipment Manager, Operations leaders, and Finance to align procurement activities with project schedules, budgets, and…
Added 1 hour ago
CS
Manager, Supply Chain Operations and Analytics
Canadian Standards Association
Toronto, ON
- $100,890 to $132,416 CAD / year
- Full-time
The Manager, Supply Chain Operations and Analytics, is responsible for supporting procurement operations through data analysis, reporting, supplier governance, travel and expense program…
Added 1 hour ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Toronto, ON
- Full-time
The RBC Dominion Securities is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by…
Added 1 hour ago
RH
Risk and Audit Manager
Robert Half
Guelph, ON
- Full-time
Our client, a respected and growing organization, is seeking a Manager, Governance, Risk and Audit to establish and lead its governance, enterprise risk management, compliance, and internal…
Added 1 hour ago
Supervisor, Operations
Law Society Human Resources Team
Vancouver, BC
…Supervisor in our Operations department. Under the guidance of the Manager of Operations, Properties & Facilities, the Operations Supervisor is responsible for the training, supervision,…
Added 1 hour ago
C
Receptionist/Concierge
Chartwell
Kamloops, BC
- Part-time
· Respond to resident or family member concern and ensure appropriate action is taken within decision-making authority and/or bring to the attention of the General Manager.
Added 1 hour ago
T
Customer Experience Associate
TD
Lethbridge, AB
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 1 hour ago
T
Customer Experience Associate - Sackville
TD
Lower Sackville, NS
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.
Added 1 hour ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
Added 1 hour ago
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Customer Experience Associate - Port Hawkesbury
TD
Port Hawkesbury, NS
- Part-time
Strong administration, organizational, planning and time management skills to work in a fast-paced environment.

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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