Jobs in Canada

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Added 5 hours ago
IW
Senior Administrative Assistant - Winnipeg, MB
IG Wealth Management
ON · Ontario, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 6 hours ago
RB
Portfolio Manager, External Managers – Alternatives
Royal Bank of Canada
Toronto, ON
- Full-time
Monitor portfolio alignment with RBC Insurance investment objectives
Added 7 hours ago
RB
Director, External Managers – Alternatives
Royal Bank of Canada
Toronto, ON
- Full-time
…overseeing relationships with external fund managers and alternative investment partners. This role is responsible for portfolio construction, performance monitoring, strategic engagement…
Added 8 hours ago
FA
Field Support & Logistics Specialist
FTAI Aviation
Montreal, QC
- Full-time
…first day of employment, that also includes access to Financial Advisors providing investment advice and comprehensive financial…
Added 8 hours ago
R
Portfolio Manager, External Managers – Alternatives
RBC
Toronto, ON
- Full-time
Monitor portfolio alignment with RBC Insurance investment objectives
Added 8 hours ago
R
Director, External Managers – Alternatives
RBC
Toronto, ON
- Full-time
…overseeing relationships with external fund managers and alternative investment partners. This role is responsible for portfolio construction, performance monitoring, strategic engagement…
Added 8 hours ago
D
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 8 hours ago
RI
Portfolio Manager, External Managers – Alternatives
RBC Insurance
Toronto, ON
- Full-time
Monitor portfolio alignment with RBC Insurance investment objectives
Added 8 hours ago
RI
Director, External Managers – Alternatives
RBC Insurance
Toronto, ON
- Full-time
…overseeing relationships with external fund managers and alternative investment partners. This role is responsible for portfolio construction, performance monitoring, strategic engagement…
Added 8 hours ago
A
New Accounts Administrator, Registered Products
Altis
Markham, ON
- $26 to $29 CAD / hour
- Contract
…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…
Added 9 hours ago
B
Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 9 hours ago
Credit Administration Associate
Your Neighbourhood Credit Union
Toronto, ON
…conditions, and required documentation; follow up with lenders, advisors, branches, members, and external parties to resolve outstanding…
Added 10 hours ago
D
Client Financial Services Agent
Desjardins
Caisse Desjardins des Moissons-et-de-Roussillon
- 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 10 hours ago
M
Investment Counsellor, Manulife Private Wealth
Manulife
Montreal, QC
- Full-time
The ideal candidate must possess excellent verbal and written communication skills
Added 10 hours ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- 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 10 hours ago
IC
Associate Sales Director
ivari Canada
Calgary, AB
- Full-time
…wide range of products and services, including life and health insurance, annuities, pension administration and investment…
Added 11 hours ago
M
Director, Inside Sales
Manulife
Vancouver, BC
- Full-time
Guaranteed Wealth Solutions is building a modern, high-performing sales organization focused on helping advisors address increasingly complex client needs across wealth accumulation,…
Added 11 hours ago
BE
Finance Manager, M&A Integration
Bluestar Equity
Mississauga, ON
- $70,000 to $75,000 CAD / year
- Full-time
Bluestar Professional Services Inc. is an investment office operating across Canada and the United States. We acquire and operate small to medium-sized businesses with a long-term,…
Added 11 hours ago
D
Client Financial Services Agent
Desjardins
Gatineau, QC · Caisse Desjardins de Hull-Aylmer
- 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 11 hours ago
IF
Senior Analyst, Investment Data Management and Governance
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth…
Added 12 hours ago
IW
Senior Software Engineering Specialist
IG Wealth Management
ON · Ontario, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 12 hours ago
IW
Senior Software Engineering Specialist
IG Wealth Management
MB · Manitoba, Canada
- Full-time
…assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 12 hours ago
FA
Sheet Metal/Structure Technician
FTAI Aviation
Montreal, QC
- Full-time
Evening shift: Monday to Thursday, 1:45PM to 12:15AM, offering long weekends every week
Added 13 hours ago
GT
Business Analyst
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $50 to $65 CAD / hour
- Contract
Onsite Flexibility: Hybrid - 4 days in office
Added 13 hours ago
MW
Administrative Assistant
Manulife Wealth
Dorval, QC
- Full-time
Experience in wealth management, investment advisory, banking, insurance, legal, or another regulated professional-services environment.

Altis

New Accounts Administrator, Registered Products

Markham, ON, Canada

$26 to $29 CAD / hour · Contract

Apply on LinkedIn About employer

Applications open in a new tab.

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.

Apply on LinkedIn About employer

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