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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
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
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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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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…
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CH
Personal Support Worker - Creemore, Stayner, New Lowell (Talent Network)
CBI Home Health
Angus, ON · Collingwood, ON
- Part-time
…mobilize and perform light exercises and act at all times with the client and their family at the heart of all you do, observing, documenting, and reporting any changes in their condition…
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Senior Bridge and Civil Structures Engineer – Road and Railway
AtkinsRéalis
Toronto, ON · Ottawa, ON
- Full-time
Ability to serve as a Project Manager and demonstrated active participation in major infrastructure and bridge projects.
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Senior Bridge and Civil Structures Engineer – Road and Railway
AtkinsRéalis
Toronto, ON · Ottawa, ON
- Full-time
Demonstrated experience serving as a Project Manager and active participation in major infrastructure and bridge projects.
Added 15 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 15 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 15 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 15 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 15 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 15 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…
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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 15 mins ago
GI
Customer Service Representative - International Freight Forwarding
Gillespie-Munro Inc.
Vancouver, BC
- Full-time
…for coordinating and arranging international transportation services in our forestry department while working with other staff members to support customer service, meet short and long term…
Added 15 mins ago
R
Private Client Associate
RBC
Mississauga, ON
- Full-time
…privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists. As part of a dynamic…
Added 15 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 15 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 15 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 15 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 15 mins ago
T
Business Application Analyst
TD
Toronto, ON
- Full-time
Added 15 mins ago
T
Associate Agricultural Service
TD
Regina, SK
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…
Added 15 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 15 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 15 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

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.

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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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