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Added 13 mins ago
PS
Client Service Manager
Paladin Security Group Ltd
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 13 mins ago
TT
Manager, Special Events, Rewards and Recognition Programs (14025)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $115,570 to $144,526.2 CAD / year
- Temporary
…transformation. We are seeking a strategic and results-oriented Manager, Special Events, Rewards and Recognition Programs to lead a diverse portfolio of high-profile events, public…
Added 13 mins ago
QL
Manager, Business Development - Data Center Solutions
Quantum Lifecycle Partners
Canada
- Full-time
We are seeking a Manager, Business Development -Data Center Solutions to support our growth!
Added 13 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 13 mins ago
A
Bilingual Wealth Operations Representative
Altis
Toronto, ON
- $26 to $28 CAD / hour
- Contract
…access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for…
Added 13 mins ago
L
Business Analyst
LTM
Mississauga, ON
- Full-time
We are seeking an experienced Business Analyst / Project Manager (BA/PM) with strong expertise in Banking & Financial Services, Regulatory Compliance, Regulatory Reporting, Consent Order…
Added 13 mins ago
JC
Cloud Solutions Administrator
JANA Corporation
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Reporting to a Development Manager, the Cloud Solutions Administrator will play a critical role in our cloud strategy and will be responsible for managing the organization’s cloud…
Added 13 mins ago
GT
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 13 mins ago
KD
Directeur(trice) de comptes stratégiques
KYOCERA Document Solutions Canada
Montreal, QC
- Full-time
…documentaires écoresponsables, des applications d’affaires et des services-conseils qui favorisent l’efficacité et génèrent des résultats…
Added 13 mins ago
C
Municipal Project Manager
CIMA+
Ottawa, ON
- $110,480 to $151,190 CAD / year
- Full-time
…of the local community to deliver customized infrastructure services for municipalities and real-estate developers. We have delivered hundreds of projects across Canada, including…
Added 13 mins ago
SS
AEM Business Analyst
Syncredible Solutions
Calgary, AB
- $65 to $70 CAD / hour
- Contract
At Syncredible Solutions, we believe in the transformative power of technology. we specialize in Digital transformation services, Enterprise solutions, Power BI Analytics solutions and…
Added 13 mins ago
AC
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 13 mins ago
GC
Project Manager
Galore Creek Mining Corporation
Vancouver, BC
- Full-time
As Project Manager, you will play a pivotal leadership role in driving the Galore Creek project toward its ultimate development decision. Initially reporting directly to the Director,…
Added 13 mins ago
Senior Engineering Manager - Brand
Faire
Kitchener, ON
Specific Workplace and Information Technology positions may require onsite attendance 5 days per week as will be indicated in the job posting
Added 13 mins ago
R
Private Client Associate
RBC
Mississauga, ON
- Full-time
…nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our…
Added 13 mins ago
Director, Retail Sales
Your Neighbourhood Credit Union
Sault Ste. Marie, ON · Kitchener, ON
YNCU was created by working people and small business owners who pooled their money to make affordable financial services available to one another. They weren’t just customers - they were…
Added 13 mins ago
UO
Senior Manager, Financial Planning
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
…process, both senior executives and stakeholders in faculties and services, so that budgets and budget updates are submitted to the various authority levels up to the Board of Governors in…
Added 13 mins ago
Rental Administration Clerk
Enercare
Tecumseh, ON
to 4:30 p.m., five (5) consecutive days per week
Added 13 mins ago
Nursery Manager
Sheridan Nurseries
Halton Hills, ON · Glen Williams, ON
At Sheridan Nurseries we aim to delight our associates, guests, and business partners in everything we do. Independently owned and operated for over 100 years, we are committed to growing…
Added 13 mins ago
VB
Accountant
Van Bree
ON · Warwick Township, Ontario
- Full-time
…sustainability has made us a trusted partner in the industry. The business has grown to include multiple divisions such as Van Bree Drainage & Bulldozing Ltd., V.B. Sand & Gravel Ltd,…
Added 13 mins ago
T
Business Application Analyst
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 13 mins ago
T
Associate Agricultural Service
TD
Regina, SK
- Full-time
Agriculture Services is seeking individuals interested in developing a career within the agricultural business. In this unique position, you will partner with an experienced and…
Added 13 mins ago
T
Sr. Business Systems Analyst-4
TD
Toronto, ON
- Full-time
…technology trends/developments and develop expertise in TD services, applications, infrastructure, analytical tools and techniques that can contribute to effective solution…
Added 13 mins ago
T
Associate, Business Development - TD Asset Management
TD
Winnipeg, MB · Toronto, ON · Montreal, QC · Regina, SK
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 13 mins ago
T
Business Banking Specialist
TD
Markham, ON
- Full-time
Prior experience in Small Business Banking product and services an asset

Altis

Bilingual Wealth Operations Representative

Toronto, ON, Canada

$26 to $28 CAD / hour · Contract

Apply on LinkedIn About employer

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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.

Apply on LinkedIn About employer

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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