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Added 10 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 10 mins ago
PS
Live Event Supervisor
Paladin Security Group Ltd
Prince George, BC
- $24 CAD / hour
- Full-time
…leadership and clear communication ensure a secure, enjoyable experience for all…
Added 10 mins ago
BL
Accounts Payable Clerk
BC Legal Management Association
Vancouver, BC
- Other
A minimum of three years’ accounts payable experience. Professional services background considered an asset.
Added 10 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
Department: Marketing and Customer Experience - Special Events, Rewards & Recognition Program
Added 10 mins ago
PF
Agricultural Sales Consultant
PLCX Foothills
AB · Alberta, Canada
- Full-time
Founded in the Canadian Prairies, PLCX Foothills combines 35 years of equipment industry leadership experience with more than 25 years of recruitment expertise. Our team brings firsthand…
Added 10 mins ago
JW
International Regulatory Affairs Associate
Jamieson Wellness Inc.
Windsor, ON
- $45,700 to $68,500 CAD / year
- Contract
…compensation will be determined based on factors such as relevant experience, level of education, role scope, and other professional qualifications aligned with the requirements and…
Added 10 mins ago
BV
CASHIER
Bikini Village
Quebec, QC · Greater Quebec City Metropolitan Area
- Part-time
You have previous customer service experience;
Added 10 mins ago
AR
Credit Analyst
Accu-staff Resource Systems Enterprises LTD
Windsor, ON
- $65,000 to $80,000 CAD / year
- Full-time
…industry talent and to help people achieve their personal and professional goals. We show excellence through results, lead with integrity and accountability, and exemplify competitive…
Added 10 mins ago
A
Bilingual Wealth Operations Representative
Altis
Toronto, ON
- $26 to $28 CAD / hour
- Contract
Background Check Requirement: Criminal and credit checks, plus two professional reference checks
Added 10 mins ago
WO
Registered Nurse - Angiography
William Osler Health System
Brampton, ON
- Part-time
ACLS certification required, or successful completion within one year of hire
Added 10 mins ago
OF
Practice Management Specialist
Optimize Financial Group
Toronto, ON
- Full-time
Respond to common questions, manage objections, and keep conversations on track while maintaining a professional and constructive tone.
Added 10 mins ago
TT
Assistant Designer, Communications (13965)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $87,596.6 to $109,509.4 CAD / year
- Full-time
…and TTC’s policies.You will also be participating in the TTC Customer Service Ambassador…
Added 10 mins ago
NS
Director – Data, Analytics & AI (BFSI)
N2P Systems
Toronto, ON
- Full-time
18+ years of professional experience across Data, Analytics, AI, Technology Consulting, and Enterprise Transformation.
Added 10 mins ago
BV
SEASONAL ASSOCIATE
Bikini Village
Mississauga, ON
- Full-time
…feel their best! Join our dynamic team to start a stimulating professional career in a committed and constantly evolving…
Added 10 mins ago
M
Customer Success and Sales Support Representative
Mevotech
Toronto, ON
- Full-time
…driveline, steering, and suspension parts. With over 40 years of experience, we're dedicated to engineering excellence, innovation, and delivering exceptional customer experiences. Our…
Added 10 mins ago
WO
Registered Nurse - Angiography
William Osler Health System
Brampton, ON
- Part-time
ACLS certification required, or successful completion within one year of hire
Added 10 mins ago
BV
SALES ASSOCIATE
Bikini Village
Halifax, NS
- Full-time
…feel their best! Join our dynamic team to start a stimulating professional career in a committed and constantly evolving…
Added 10 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 10 mins ago
S
Head of Data Systems (Google Stack)
Stacktics
Toronto, ON
- Full-time
Maintain continuous focus on work output quality and reliability, acting as the champion of customer satisfaction in a proactive manner and as the final escalation point for technical and…
Added 10 mins ago
C
Insurance Lead
CGI
Toronto, ON
- Full-time
The successful candidate will be a seasoned leader with deep insurance expertise and business consulting experience to drive growth in CGI's insurance business, collaborating across…
Added 10 mins ago
A
Administrative Assistant - Wealth Management - Partner - WYW
Aviso
Waterloo, ON
- Full-time
Minimum of two (2) years of administrative experience in a professional office environment, working with both internal and external stakeholders
Added 10 mins ago
SE
Inside Sales Representative
Sager Electronics
Woodbridge, ON
- $50,000 to $97,000 CAD / year
- Full-time
…America, we take pride in our high-performing team and our customer first vision. Due to our continued success, we’re looking for an Inside Sales Representative with at least two years of…
Added 10 mins ago
PL
Data Entry/Call Taker Representative
Premium Line Transport
Brampton, ON
- Full-time
Experience handling inbound calls and customer service inquiries.
Added 10 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 10 mins ago
HS
Dental Product Specialist - 12 month contract
Henry Schein One Canada
Surrey, BC
- $115,000 to $131,000 CAD / year
- Contract
Where you’ll work: This is a hybrid role, with two days in office per week to facilitate brainstorming and team building

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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