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Added 9 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 9 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
Participate in the TTC Customer Service Ambassador Program.
Added 9 mins ago
DB
Senior Credit Collections Specialist
Dryco Building Supplies
BC · British Columbia, Canada
- $65,000 CAD / year
- Full-time
Dryco Building Supplies Inc. is seeking an experienced Senior Credit & Collections Specialist to work closely with our National Credit Manager.
Added 9 mins ago
A
Bilingual Wealth Operations Representative
Altis
Toronto, ON
- $26 to $28 CAD / hour
- Contract
…fast-paced environment, and takes pride in delivering exceptional…
Added 9 mins ago
L
Business Analyst
LTM
Mississauga, ON
- Full-time
Job Title: Business Analyst / Project Manager (BA/PM)
Added 9 mins ago
KD
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Added 9 mins ago
SS
AEM Business Analyst
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Calgary, AB
- $65 to $70 CAD / hour
- Contract
Collaborate with product, project, customer, and cross-functional teams to translate business needs into effective solutions.
Added 9 mins ago
GI
Customer Service Representative - International Freight Forwarding
Gillespie-Munro Inc.
Vancouver, BC
- Full-time
Job Description: Customer Service Representative
Added 9 mins ago
PS
French-Bilingual Account Manager (Sports Programming)
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- Full-time
As an Inside Sales/Account Manager, you will work with bar, pub and restaurant owners across Canada (focusing on Quebec) to bring the best and the biggest sporting events and packages to…
Added 9 mins ago
Full- Time Supervisor
JD Sports / Livestock / Size?
Mississauga, ON
…Canada. Main responsibilities include delivering excellent customer experience and fostering growth and development to the team. Most importantly you will ensure operational excellence by…
Added 9 mins ago
R
Private Client Associate
RBC
Mississauga, ON
- Full-time
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications,…
Added 9 mins ago
Director, Retail Sales
Your Neighbourhood Credit Union
Sault Ste. Marie, ON · Kitchener, ON
…relationship deepening, partner referrals, revenue and productivity, service outcomes and employee…
Added 9 mins ago
Assistant Manager
Vast auto Distribution
Thetford Mines, QC
Effectively resolve any issues impacting customer service, in collaboration with the immediate supervisor.
Added 9 mins ago
Branch Manager
Talent Acquisition Team at Westland Insurance. Text reply only.
Vancouver, BC
We’re searching for a Branch Manager. Are you searching for new possibilities?
Added 9 mins ago
Cook (Casual) - The Waterford
Century Group
Delta, BC
Must possess a diploma from a recognized culinary school
Added 9 mins ago
Cook (Casual) - The Wexford
Century Group
Delta, BC
Must possess a diploma from a recognized culinary school
Added 9 mins ago
Rental Administration Clerk
Enercare
Tecumseh, ON
to 4:30 p.m., five (5) consecutive days per week
Added 9 mins ago
CG
Assistant General Manager (Full time) - Browns Socialhouse
Century Group
Delta, BC
- Full-time
Reporting to the General Manager, and working with the Head Chef, you will be responsible for the management of all aspects of the restaurant, executing flawless dining experiences for our…
Added 9 mins ago
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Underwriting Manager, Personal Lines
Northbridge Financial Corporation
Toronto, ON
- Full-time
We have a flexible hybrid model that allows you to work from home up to 2 days per week, with added flexibility for when you really need it
Added 9 mins ago
S
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 9 mins ago
T
Business Application Analyst
TD
Toronto, ON
- Full-time
…provide recommendations and/or direction based on the end-to-end customer experience when making…
Added 9 mins ago
T
Associate Agricultural Service
TD
Regina, SK
- Full-time
…well as the specific products they are responsible to sell and service. They have keen insight into all their clients – their industry, products, finances and markets. Better business…
Added 9 mins ago
T
Business Banking Specialist
TD
Markham, ON
- Full-time
Implements sales and customer service procedures and approaches to complete work
Added 9 mins ago
T
Personal Banking Associate Trainee - Saint-Hubert, Gaétan-Boucher (Full time)
TD
Longueuil, QC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 9 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…

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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