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PT
Project Coordinator
Paladin Technologies
Toronto, ON
- Full-time
Must have Driver’s License
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IP
Supervisor
Indigo Park Canada
Ottawa, ON
- Full-time
Minimum of 2 years of customer service experience, including experience in a supervisor role
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OT
Restaurant Manager
One Therapy Network
Prince Rupert, BC
- Full-time
The Restaurant Manager is responsible for all aspects of restaurant operations including the quality and consistency of the customer experience, adherence to A&W standards, Provincial WCB,…
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MB
Gestionnaire de territoire associé(e) / Associate Territory Manager
MD Biologix
Montreal, QC · Urban agglomeration of Montreal, QC
- Full-time
…domaine de la médecine régénératrice et compte plus de 20 ans d’expérience dans…
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UT
Project Manager # 26-28899
US Tech Solutions
Toronto, ON
- $55 to $65 CAD / hour
- Contract
Must have 5+ years of Project Management experience · Must have previous experience with the client
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AI
Technical International Sales & European Business Development Manager/ Accounting Clerk/ Accounting Technician / Accounting Associate / or Controller / Accountantspector
Airpura Industries Inc
Laval, QC
- Full-time
Experience developing business where there is little or no existing customer base is particularly attractive.
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SC
Regional Transportation Clerk
Sysco Canada Inc.
Calgary, AB
- Full-time
…distribution facilities worldwide and serves more than 700,000 customer locations. We offer our colleagues the opportunity to grow personally and professionally, to contribute to the…
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SS
Financial Analyst
StackTeck Systems Ltd.
Brampton, ON
- Full-time
…improvements across the organization. Reporting to Accounting Manager the successful candidate will gain exposure to group financial reporting, cash flow management, financial analysis,…
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AML Manager
Fig
Toronto, ON
- Full-time
Strong working knowledge of the PCMLTFA and FINTRAC guidance, and hands-on experience with name-screening, transaction monitoring, and high-risk customer management.
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Lead, SAP Functional Solutions (Utility Billing & Collections)
Liberty
Oakville, ON
- $100,000 to $140,000 CAD / year
- Full-time
…through our portfolio of utility investments to over one million customer connections, largely in the United States and…
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CI
Director, Product Strategy & Growth-- KUMDC6173915
Compunnel Inc.
Toronto, ON
- Contract
…management of an assigned product portfolio. The role translates customer, market and business insight into a focused portfolio strategy, investment roadmap and commercialization plan that…
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AC
RQ11901 - Software Developer(Oracle) - Senior Shweta
A.T. Consulting & Recruiting Inc.
Toronto, ON
- Contract
·Experience working with federal/provincial/broader public-sector healthcare providers
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Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty
Oakville, ON
- $100,000 to $140,000 CAD / year
- Full-time
…through our portfolio of utility investments to over one million customer connections, largely in the United States and…
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PS
Intermediate Systems Administrator
Paladin Security Group Ltd
Burnaby, BC
- Full-time
3+ years of experience in systems administration or IT operations
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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
Relevant experience within financial markets in a client facing role is preferred
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Product Operations Specialist (12 months contract)
HelloFresh
Toronto, ON
This means a minimum of 3 days in office per week
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BP
Front of House Supervisor
Boston Pizza
Calgary, AB
- Full-time
Successful candidates must have a strong background in full service sit down restaurants
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AS
CDS Full Time Event Manager CAN - Product Demonstration
Advantage Solutions
Winnipeg, MB
- Full-time
Professional Food Safety Certification required
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BP
Front of House Manager
Boston Pizza
Grande Prairie, AB
- Full-time
A Front of House Manager at Canada's leading casual dining restaurant, Boston Pizza, assists the General Manager with the Restaurant’s daily operations. This includes supporting the…
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BP
Cook - Full Time
Boston Pizza
St. Catharines, ON
- $17.95 CAD / hour
- Full-time
…important people, our Guests, have an excellent Boston Pizza experience from start to finish. They also believe in championing a fun and safe work environment and contribute to a thriving…
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BP
Cook - Part Time
Boston Pizza
St. Catharines, ON
- $17.95 CAD / hour
- Part-time
…important people, our Guests, have an excellent Boston Pizza experience from start to finish. They also believe in championing a fun and safe work environment and contribute to a thriving…
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BP
Kitchen Supervisor
Boston Pizza
Grande Prairie, AB
- Full-time
…our Guests and team members, have an excellent Boston Pizza experience from start to finish. They demonstrate outstanding leadership abilities, believe in championing a fun and safe work…
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Project Manager (Engineering)
Hypertec Group
Montreal, QC
- Full-time
PMP certification required;
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CD
CDS Full Time Event Manager CAN - Product Demonstration
Club Demonstration Services
Winnipeg, MB
- Full-time
Professional Food Safety Certification required
Added just now
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…

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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Jobs in Canada