Jobs in Canada

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Added 2 mins ago
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Lead, Account Solution Engineer/Manufacturing & Automotive
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
…with the customer empathy and business acumen of a trusted advisor. This dynamic role is pivotal in crafting innovative customer engagement strategies, demonstrating platform capabilities,…
Added 17 mins ago
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Client Success Manager
Posh
Canada
- Full-time
Posh’s clients don’t just need to adopt AI. They need to thrive with it. As a Client Success Manager, you’ll make sure they do. You’ll own the client relationship after implementation,…
Added 17 mins ago
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Coordinator, Digital Marketing
RBC
Toronto, ON
- Full-time
As the Marketing Coordinator within the Wealth Marketing Canada (WMC) web team, you will be the go-to executor for advisor website requests across the country. This is a hands-on,…
Added 17 mins ago
Technical Analyst
Richardson Wealth Ltd
Toronto, ON
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 17 mins ago
Assistant
Richardson Wealth Ltd
Toronto, ON · Vancouver, BC · Calgary, AB
As an Assistant the incumbent will contribute to growing the business by providing support to the Investment Advisor(s), ensuring high-level client service, and effective functioning of the…
Added 17 mins ago
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Wealth Management Senior Advisor
Desjardins
Thetford Mines, QC · Sainte-Marie, QC · Saint-Georges, QC · Service Signature Beauce-Appalaches-Etchemins
- Full-time
As a Senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 17 mins ago
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Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 17 mins ago
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Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 18 mins ago
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AI & Data Strategist
Slalom
Calgary, AB
- Full-time
Serve as a trusted advisor to client stakeholders, facilitating cross-functional alignment and providing leadership across strategic engagements.
Added 18 mins ago
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New Accounts Administrator, Registered Products
Altis
Markham, ON
- $26 to $29 CAD / hour
- Contract
…and project-based initiatives that help improve the overall client and advisor…
Added 32 mins ago
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Director, Enterprise Solutions - Google Cloud
APPLY
Toronto, ON
- Full-time
…execution. You'll be a hands-on architect and trusted technology advisor to client executives while driving co-sell engagement with Google Cloud's partner engineering, product, and field…
Added 47 mins ago
NR
Human Resources Advisor
Northview Residential REIT
Calgary, AB
- Full-time
We are looking for a Human Resource Advisor to join our Corporate-HR/Payroll team in Calgary, AB. Reporting to the Manager, Human Resource, you will be Providing practical HR support and…
Added 47 mins ago
Business Advisor - Gravenhurst & Parry Sound, ON
Scotiabank
Gravenhurst, ON
Added 47 mins ago
Vice President, Brand Health Tracking
Ipsos
Toronto, ON
…Health Tracking, serving as both a commercial leader and trusted advisor to clients. This individual will be responsible for managing and growing a significant revenue stream, strong client…
Added 47 mins ago
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Constructability Advisor
Stantec
Calgary, AB
- Full-time
…a variety of energy projects. The role of Constructability Advisor will be broad but mainly involve the…
Added 47 mins ago
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Beauty Advisor - Full Time
Sephora
Calgary, AB
- $17 to $20 CAD / hour
- Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 47 mins ago
Client Experience and Services Manager, Stores
Sephora
Thunder Bay, ON
As the next Client Experience & Beauty Services Manager at Sephora, you will directly influence the client experience and overall store performance. This dual-focused role leads both the…
Added 47 mins ago
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Senior Compensation Analyst
SGS
Canada
- $82,500 to $110,000 CAD / year
- Full-time
Acts as a trusted compensation advisor to senior leaders, HR Business Partners, and other stakeholders for assigned client groups, providing guidance on complex compensation decisions,…
Added 47 mins ago
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Accountant, Assurance and Accounting (Fall 2027)
ACCA Careers
Chilliwack, BC
- $50,000 to $65,000 CAD / year
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 47 mins ago
AC
Accountant, Assurance and Accounting
ACCA Careers
Maple Ridge, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
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Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing…
Added 1 hour ago
DC
Senior Project Manager – Transportation/Traffic Engineering & Roadway Safety
Dillon Consulting Limited
Fredericton, NB · Saint John, NB · Moncton, NB · Halifax, NS
- Full-time
Act as a trusted advisor to key public and private sector clients, maintaining and expanding long-term client relationships.
Added 1 hour ago
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TDS Operations Analyst III
TD
Toronto, ON
- Full-time
…accurate processing, strong risk controls, and a consistent client experience. We foster an inclusive, collaborative culture grounded in TD’s Shared Commitments and a continuous-improvement…
Added 1 hour ago
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Associate Investment Advisor
TD
Waterloo, ON
- Full-time
This role is responsible for supporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, client management…
Added 1 hour ago
SG
Spécialiste de l'expérience client/Customer Experience Specialist
Solutions GURUS (GURUS Solutions)
Montreal, QC
- Full-time
…Specialist to join our high-performing team and act as a trusted advisor to our clients as they scale their operations with NetSuite and our ecosystem of…

Altis

New Accounts Administrator, Registered Products

Markham, ON, Canada

$26 to $29 CAD / hour · Contract

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Job details

Pay: $26 to $29 CAD / hour
Job type: Contract
Apply by: Dec 12, 2026
Experience: 2+ years of experience in new accounts administration, financial services, or insurance.
Posting language: English
Posted: Nov 12, 2026

Original job description

Location: Markham, ON, Hybrid, 2 days on-site

Language: English, strong written and spoken communication skills

Duration: Contract until April 30th 2027, with possibility of extension

Background Check Requirement: Criminal record check and employment references

About the Opportunity

Join a collaborative financial services team as a New Accounts Administrator, supporting new account processes and helping ensure requests are handled accurately, efficiently, and within established service levels. You’ll work closely with advisors, clients, and internal teams while supporting a transition to a new platform and contributing to day-to-day operational priorities.

This is a great opportunity for someone who enjoys a fast-paced environment, learns technology quickly, and takes pride in providing thoughtful customer service. You’ll also have exposure to banking, tax, estates, registered products, and project-based initiatives that help improve the overall client and advisor experience.

What’s In It for You

You’ll receive training and hands-on exposure to a broad range of wealth management operations, with opportunities to build your knowledge of registered products and financial services processes. The role offers flexible hybrid work, a collaborative team environment, and potential for contract extension.

Your Responsibilities

You’ll support new account opening, transfers, trades, banking requests, and registered products including TFSA, RESP, and RRSPs.

You’ll monitor shared inboxes, manage post-conversion requests, and maintain professional communication with advisors, clients, and internal teams.

You’ll review documentation and help ensure account information, workflows, and service requests are processed accurately and efficiently.

You’ll assist with e-delivery and online access requests, statements, confirmations, and the appropriate routing of account documentation.

You’ll collaborate with teams across banking, tax, and estates while tracking outstanding items and following up on processing delays.

Skills and Qualifications

2+ years of experience in new accounts administration, financial services, or insurance.

Post-secondary education, with knowledge or interest in registered investment products.

Strong technology skills, with Dataphile experience considered a strong asset.

Knowledge of Fundserv is an asset.

Excellent communication, organization, attention to detail, and problem-solving skills.

A curious, solution-oriented approach with the initiative to learn quickly and work independently or collaboratively.

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

Support new account openings, transfers, trades, banking requests, and registered products, while monitoring shared inboxes and processing post-conversion requests. Review and route documentation, assist with online access and e-delivery requests, communicate with advisors, clients, and internal teams, and track outstanding items and delays.

Requirements

Applicants need at least two years of experience in new accounts administration, financial services, or insurance, along with post-secondary education and knowledge of or interest in registered investment products. Strong technology skills, communication, organization, attention to detail, and problem-solving are required; Dataphile experience is a strong asset, and Fundserv knowledge is an asset.

Skills

New Account Administration
Financial Services
Registered Investment Products
Dataphile
Fundserv
Account Opening
Account Transfers
Trade Processing
Banking Requests
Documentation Review
Customer Service
Written Communication
Verbal Communication
Organization
Attention to Detail
Problem-Solving

Benefits

Training
Hands-On Experience
Flexible Hybrid Work
Potential Contract Extension

Visa sponsorship

Not detected in the job text

Keywords

New Accounts Administration
Financial Services
Insurance
Registered Products
TFSA
RESP
RRSP
Dataphile
Fundserv
Account Opening
Account Transfers
Trade Processing
Banking Requests
E-Delivery
Online Access
Statements
Confirmations
Documentation Review
Post-Conversion Requests
Shared Inboxes
Banking
Tax
Estates
Platform Transition
Service Levels
Customer Service

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Work requirements

Jobs in Canada