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Added 14 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 14 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 14 mins ago
A
Bilingual Wealth Operations Representative
Altis
Toronto, ON
- $26 to $28 CAD / hour
- Contract
Excellent written and verbal communication skills, with a client-focused approach.
Added 14 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 14 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 14 mins ago
KD
Directeur(trice) de comptes stratégiques
KYOCERA Document Solutions Canada
Montreal, QC
- Full-time
Travailler en étroite collaboration avec les équipes des ventes, du marketing, du service et les spécialistes techniques afin d'offrir une expérience client exceptionnelle.
Added 14 mins ago
C
Municipal Project Manager
CIMA+
Ottawa, ON
- $110,480 to $151,190 CAD / year
- Full-time
We have an exciting opportunity for a Municipal Project Manager to join our Infrastructure team in Ottawa. In this role, you will lead the planning, design and delivery of municipal…
Added 14 mins ago
GI
Customer Service Representative - International Freight Forwarding
Gillespie-Munro Inc.
Vancouver, BC
- Full-time
Oversee operations and improve work flow and procedures by analyzing and implementing changes to support customers’ goals and client satisfaction.
Added 14 mins ago
R
Private Client Associate
RBC
Mississauga, ON
- Full-time
Identify, investigate, and resolve all client inquiries, administrative errors, etc.
Added 14 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 14 mins ago
Manager, Kamatsiarniq
Tungasuvvingat Inuit
Ottawa, ON
…design, development, and delivery of a wide range of effective, client-centered services. By incorporating the principles of Inuit Qaujimajatuqangit (IQ), TI continues to deliver quality…
Added 14 mins ago
UO
Senior Manager, Financial Planning
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to…
Added 14 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 14 mins ago
SM
Mental Health & Substance Use (MHSU) Counsellor-Case Manager
St. Michael's Homes
Toronto, ON
- Full-time
Position: Mental Health & Substance Use (MHSU) Counsellor-Case Manager
Added 14 mins ago
T
Business Application Analyst
TD
Toronto, ON
- Full-time
Added 14 mins ago
T
Associate Agricultural Service
TD
Regina, SK
- Full-time
…future. Our quest is to deliver a first class business banking client experience and to be” The Better Business Bank” in North America. At TD, better business bankers have a strong…
Added 14 mins ago
T
Sr. Business Systems Analyst-4
TD
Toronto, ON
- Full-time
Added 14 mins ago
T
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 14 mins ago
T
Business Banking Specialist
TD
Markham, ON
- Full-time
Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions
Added 14 mins ago
T
Personal Banking Associate Trainee - Saint-Hubert, Gaétan-Boucher (Full time)
TD
Longueuil, QC
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
T
SBB, Client Service Associate-11
TD
Markham, ON
- Full-time
Reporting into the Team Manager, BBS you will engage small business customers in conversations to understand and meet their current Business Account opening, Term and Trust Products and…
Added 14 mins ago
T
Agriculture Credit Analyst I
TD
Regina, SK
- Full-time
Support the Relationship Manager in booking new business by preparing competitive credit packages in the assigned business segment in a timely manner to meet customer needs
Added 14 mins ago
T
Vice President, Global Multi-Asset Client Portfolio Manager - TD Asset Management
TD
Regina, SK
- Full-time
We are seeking a Vice President, Global Multi-Asset Client Portfolio Manager to support TDAM's Global Multi-Asset Team, who manages over $100 billion in assets.
Added 14 mins ago
T
Personal Banking Associate Trainee - French Language Preferred
TD
Toronto, ON
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are…
Added 14 mins ago
PC
Talent Acquisition Specialist
People Corporation
Winnipeg, MB · Toronto, ON · MB - PC Kenaston - Wpg
- Full-time
Reporting to the Manager, Talent Acquisition, the Talent Acquisition Specialist will support People Corporation's continued growth by identifying, attracting, and hiring top talent. This…

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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