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SS
Financial Analyst
StackTeck Systems Ltd.
Brampton, ON
- Full-time
…Brampton head office. They should have a strong foundation in accounting operations, an interest in technology, and the ambition to grow into a future leader. This is not a traditional…
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AML Manager
Fig
Toronto, ON
- Full-time
We’re hiring an AML Manager to own Fig’s Anti-Money Laundering and Anti-Terrorist Financing (AML/ATF) program end-to-end.
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Lead, SAP Functional Solutions (Utility Billing & Collections)
Liberty
Oakville, ON
- $100,000 to $140,000 CAD / year
- Full-time
Added just now
CI
Director, Product Strategy & Growth-- KUMDC6173915
Compunnel Inc.
Toronto, ON
- Contract
…across Product, Distribution, Marketing, Digital, Technology, Operations, Finance, Legal, Risk and Compliance to make sound portfolio choices, accelerate execution and ensure products…
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Manager Leasing Administration
Altis
Toronto, ON
- $120,000 to $145,000 CAD / year
- Full-time
Location: Toronto, ON, Hybrid, 4 days per week in office, Monday to Thursday, Friday remote
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Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty
Oakville, ON
- $100,000 to $140,000 CAD / year
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Vice President, Commercial FX Sales / Vice-président -Ventes de produits de change commerciaux
BMO
Toronto, ON · Montreal, QC · HO
- Full-time
Specific academic coursework in finance, economics, math, engineering or accounting
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BC
Commercial Insurance Broker - Sports
BFL CANADA
Montreal, QC
- Full-time
As a Client Service Representative, you will be responsible for working with the Client Service Manager to achieve company goals and provide quality service to customers, colleagues, and…
Added 15 mins ago
PS
Client Service Manager
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Prince George, BC
- $80,000 to $90,000 CAD / year
- Full-time
Must have working knowledge of appropriate legislation and provincial/national standards on building codes, security, and protection of privacy.
Added 15 mins ago
OI
Sr. Accounting Manager
Ottit Inc.
Windsor, ON
- Full-time
As we grow, we are looking for a Senior Accounting Manager to join our team. We’re looking for someone who wants to take ownership of client relationships, lead team members, and help drive…
Added 15 mins ago
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Bilingual Wealth Operations Representative
Altis
Toronto, ON
- $26 to $28 CAD / hour
- Contract
An established organization in the financial services industry is seeking an Account Transfers Representative to join its collaborative investment operations team.
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Business Analyst
LTM
Mississauga, ON
- Full-time
Job Title: Business Analyst / Project Manager (BA/PM)
Added 15 mins ago
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Info Security Analyst
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $60 to $70 CAD / hour
- Contract
Onsite Flexibility: Hybrid - 2 days per week in office, 3 days work from home (Anchor day: Tuesday; second day is flexible)
Added 15 mins ago
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Finance Manager, Academic (2 positions available)
Algonquin College of Applied Arts and Technology
Ottawa, ON
- $100,363 to $125,454 CAD / year
- Full-time
Reporting to the Associate Director, Academic Finance Operations, the Finance Manager provides cross departmental leadership in financial strategy, budget development, quarterly budget…
Added 15 mins ago
Director, Retail Sales
Your Neighbourhood Credit Union
Sault Ste. Marie, ON · Kitchener, ON
Build Branch Manager capability in consultative advice, sales leadership, coaching, performance management, change leadership and community relationship development.
Added 15 mins ago
UO
Senior Manager, Financial Planning
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
…and complies with budget policies. Oversees financial system operations by implementing controls to ensure data integrity and accuracy. Within the Financial Planning Service team,…
Added 15 mins ago
Branch Manager
Talent Acquisition Team at Westland Insurance. Text reply only.
Vancouver, BC
As a Branch Manager, you're a collaborative sales leader with a genuine passion for the client experience and your team members. You're responsible for all our daily office operations.…
Added 15 mins ago
VB
Accountant
Van Bree
ON · Warwick Township, Ontario
- Full-time
Oversee job cost accounting across multiple civil construction projects, phases, and cost codes
Added 15 mins ago
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Senior Procurement Manager
Sysco
AB · Sysco Canada Inc.
- Full-time
The Sr. Procurement Manager provides enterprise leadership for procurement strategy, inventory optimization, and network performance across Canada. The role is accountable for developing…
Added 15 mins ago
T
Associate Agricultural Service
TD
Regina, SK
- Full-time
…financial solutions that meet the needs of their individual…
Added 15 mins ago
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Sr. Business Systems Analyst-4
TD
Toronto, ON
- Full-time
…collaborating on critical initiatives to ensure secure and stable operations, develop new capabilities, and deliver seamlessly for both customers and colleagues. Our team works closely with…
Added 15 mins ago
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Associate, Business Development - TD Asset Management
TD
Winnipeg, MB · Toronto, ON · Montreal, QC · Regina, SK
- Full-time
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…
Added 15 mins ago
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Personal Banking Associate Trainee - Saint-Hubert, Gaétan-Boucher (Full time)
TD
Longueuil, QC
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
Added 15 mins ago
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Personal Banking Associate Trainee - French Language Preferred
TD
Toronto, ON
- Full-time
Added 15 mins ago
BB
Manager, Funding
Bridgewater Bank
Calgary, AB
- Full-time
We are seeking an experienced and people-focused Manager, Funding to lead our Funding team and ensure mortgages close as scheduled, with funds released accurately and efficiently. This role…

Altis

Bilingual Wealth Operations 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: Dec 13, 2026
Experience: 1–2+ years of experience in financial services, banking, or investment operations.
Posting language: English
Posted: Nov 13, 2026

Original job description

Bilingual 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 AND French 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

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.

Preferred hands-on experience processing ATON and/or non-ATON account transfers.

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.

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More about this job

Responsibilities

Process and reconcile ATON and non-ATON investment account transfers, ensuring accurate documentation and timely completion. Coordinate with financial institutions, advisors, and internal teams; investigate rejected transfers and discrepancies; and respond to stakeholder inquiries.

Requirements

Requires 1–2+ years of experience in financial services, banking, or investment operations, with hands-on account transfer experience preferred. 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
Client Service
Written Communication
Verbal Communication
Attention To Detail
Organization
Problem-Solving
Stakeholder Coordination
Time Management

Benefits

Competitive Hourly Pay
Hybrid Work Arrangement
Strong Possibility Of Contract Extension

Visa sponsorship

Not detected in the job text

Keywords

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

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