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Added 9 mins ago
C
Senior Java Full Stack Developer (Angular)
CGI
Canada
- Full-time
Experience working within the Financial Services domain.
Added 39 mins ago
T
Bodily Injury, Claims Advisor II
TD
Burlington, ON · Markham, ON
- Full-time
This is a primarily onsite position, with an expectation to work from the office 4 days per week
Added 1 hour ago
Manager, DevSecOps
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Toronto, ON
Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to…
Added 1 hour ago
Manager Finance
Rogers Communications
Toronto, ON
Looking to join a growing financial services team? Rogers Bank, a subsidiary of Canada's leading wireless, cable and media company, is expanding and seeking passionate individuals to…
Added 1 hour ago
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Added 1 hour ago
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- Full-time
This is a primarily onsite position, with an expectation to work from the office 4 days per week
Added 1 hour ago
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Added 1 hour ago
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Commercial Lead
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Toronto, ON
- Full-time
…could impede the overall quality and management of projects, services, and operations, and implements corrective measures; makes contingency recommendations in order to minimize negative…
Added 3 hours ago
T
Customer Experience Associate
TD
London, ON
- Part-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 3 hours ago
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Customer Experience Associate
TD
Mississauga, ON
- Part-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 4 hours ago
B
Senior Associate, Account Transfers
BMO
Toronto, ON · YNG
- Full-time
…Investment product and service processes ensuring adherence with financial and regulatory controls and operational…
Added 4 hours ago
T
Personal Banking Associate
TD
Richmond, BC
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 4 hours ago
E
Temporary Full-Time (FT) Night Registered Nurse (RN) - Forest Trail Peterborough
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Peterborough, ON · Trail, BC · Axm - Forest Trail
- Full-time
…comprehensive suite of benefits designed to support your health, financial well-being, and long-term career growth. Your recruiter can provide more details about our total rewards offerings…
Added 5 hours ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 5 hours ago
T
Senior Change Management Analyst
TD
Toronto, ON
- Full-time
· 5+ years of experience in change management, transformation, or a related field, ideally within Finance or complex financial services environment.
Added 5 hours ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 5 hours ago
L
Financial Service Representative - LendDirect Office 1586
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Calgary, AB
- Full-time
…solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing…
Added 6 hours ago
PH
Personal Support Worker
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- Full-time
…comprehensive suite of benefits designed to support your health, financial well-being, and long-term career growth. Your recruiter can provide more details about our total rewards offerings…
Added 6 hours ago
FC
Senior Director
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Hamilton, ON
- $160,000 to $185,000 CAD / year
- Full-time
…strategic and operational oversight of Fedcap Canada's employment services operations. As the senior executive responsible for Service System Management across Ontario, this position…
Added 6 hours ago
PH
Personal Support Worker
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- Full-time
…comprehensive suite of benefits designed to support your health, financial well-being, and long-term career growth. Your recruiter can provide more details about our total rewards offerings…
Added 6 hours ago
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Home Support Worker
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Cornwall, ON
- Full-time
…comprehensive suite of benefits designed to support your health, financial well-being, and long-term career growth. Your recruiter can provide more details about our total rewards offerings…
Added 6 hours ago
T
Bilingual (Englis/French) Contact Center Rep II
TD
Markham, ON
- Full-time
Provide exceptional inbound and/or outbound service and/or advice support to customers/partners on a range of moderately complex financial products and services.
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 6 hours ago
T
Manager, Advice Center Performance Strategy
TD
Toronto, ON
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Added 6 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

BMO

Senior Associate, Account Transfers

Toronto, ON, Canada
YNG, Canada

$40,500.00 - $80,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Nov 13, 2026
Experience: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 9, 2026

Original job description

Application Deadline:

11/12/2026

Address:

250 Yonge Street

Job Family Group:

Customer Shared Services

Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.

Gathers and formats data into regular and ad-hoc reports, and dashboards.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
May function as a problem-solving resource for more junior staff.
Organizes work information to ensure accuracy and completeness.
Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
Checks and reconciles information and documentation to ensure accuracy and completeness.
Analyzes data and information to provide insights and recommendations.
Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.
Supports the development of tools and delivery of training focused on delivering business results.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge and experience using relevant systems and technology – Good.
Knowledge and understanding of the business unit’s key products and services, processes and controls – Good.
Knowledge of the risk and regulatory requirements of the business – Good.
Prioritization skills – Good.
Customer service skills – Good.
PC skills (MS Word, Excel, PowerPoint) – Good.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Salary:

$40,500.00 - $80,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Senior Associate executes investment product and service processes while ensuring adherence to financial and regulatory controls. They also analyze data to provide insights, resolve operational issues, and collaborate with stakeholders to meet business objectives.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree in a related field. Proficiency in business systems, risk management, and Microsoft Office tools is required.

Skills

Investment operations
Regulatory compliance
Data reporting
Change management
Problem solving
Transaction processing
Stakeholder management
Risk management
Reconciliation
Analytical skills
Prioritization
Customer service
MS Word
Excel
PowerPoint
Communication skills

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Investment Operations
Account Transfers
Regulatory Controls
Risk Management Framework
Financial Services
Data Analysis
Change Management
Stakeholder Relations
Operational Integrity
Service Level Agreements
Reconciliation
Reporting
Dashboards
MS Office
Banking
Compliance

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Work requirements

Jobs in Canada