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Added 13 mins ago
B
Senior Associate, Account Transfers
BMO
Toronto, ON · YNG
- Full-time
…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…
Added 29 mins ago
W&
Senior Tax Specialist
Wilkinson & Company LLP
Kingston, ON
- $70,000 to $100,000 CAD / year
As a senior member of our Tax department, you will work closely with Partners, Managers, and other members of the Firm to deliver high-quality tax planning, compliance, and advisory…
Added 29 mins ago
A
Government Relations Manager
ATB
Edmonton, AB · Calgary, AB
- Full-time
As a Government Relations Manager, you are responsible for executing on key strategies to advance ATB Financial's business goals, while monitoring legislative developments and translating…
Added 44 mins ago
BH
Senior Manager, Supportive Housing Delivery
BC Housing
Burnaby, BC
- Full-time
Bachelor’s degree in commerce, Business Administration, Public Administration, Finance, or a related field.
Added 44 mins ago
RH
Senior Payroll Analyst, Bilingual
Robert Half
Toronto, ON
- Full-time
We are seeking an experienced Bilingual (English/French) Senior Payroll Specialist to support complex Canadian multi-provincial payroll operations. Reporting to the Senior Manager, Payroll,…
Added 44 mins ago
NB
Account Manager, Business Flex
National Bank of Canada
AB · Edmonton, AB
- Full-time
Pursuing a career as a Flex Business Account Manager means being part of a dynamic team surrounded by experts. It also involves taking charge of entrepreneurial clients who contact Flex…
Added 59 mins ago
TP
Manager, IT Vendor Performance & IT Audit
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Associate Director, IT Vendor Management, the Manager, Vendor Performance & IT Audit leads a team responsible for strengthening the performance, governance and oversight of…
Added 1 hour ago
GC
GMS Canada / Home Depot Account Manager
GMS Canada
AB · Corporate ON (CAN)
- Full-time
Working closely with GMS purchasing, operations, sales, finance, branch leadership, and the THD team, the Account Manager will ensure customer requirements are clearly communicated and…
Added 1 hour ago
T
Senior Change Management Analyst
TD
Toronto, ON
- Full-time
· Develop change strategies and plans for Finance transformation initiatives.
Added 1 hour ago
RH
Accounting Manager
Robert Half
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
We are looking for a detail-oriented and analytical Senior Accountant or Accounting Manager to join our client's finance team. You will support financial planning, budgeting, forecasting,…
Added 2 hours ago
Manager, Global Benefits
Geotab
Canada
…organizational growth through M&A activity. The Global Benefits Manager leads a team of benefits professionals and serves as the subject matter expert and strategic partner to HR…
Added 2 hours ago
D|
Assurance Senior
Distinct | North America
Niagara Falls, ON
- $80,000 to $100,000 CAD / year
- Full-time
Assurance Senior | $80,000–$100,000 | Niagara Falls (In-Office)
Added 2 hours ago
IT
Payroll Specialist
Ideon Technologies
Richmond, BC
- Full-time
You will report to our Senior Controller and work closely with accountants, a CFO, and a Financial Analyst.
Added 2 hours ago
FC
Senior Director
Fedcap Canada
Hamilton, ON
- $160,000 to $185,000 CAD / year
- Full-time
Fedcap Canada plays an integral role in Ontario's Employment Services Transformation as a Service System Manager (SSM). Working in partnership with Service Providers, employers, government…
Added 2 hours ago
PC
Accounting and Transaction Advisory Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
…profile transactions and you’ll have significant interaction with senior company management, teams, bankers, lawyers and other…
Added 2 hours ago
LB
Senior Underwriter (Real Estate)
Laurentian Bank
Toronto, ON
- Full-time
The Senior Underwriter will assist the Senior Manager in the risk management of the financing portfolio. Within the Commercial Banking Group, the candidate will be required to assimilate…
Added 2 hours ago
OW
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman
Toronto, ON
- Full-time
Private Capital x Commercial Effectiveness – Senior Consultant / Associate
Added 2 hours ago
C
Controller / Contrôleur(e)
Corbec
Kirkland, QC
- Full-time
…role provides accurate and timely financial information to senior management and helps strengthen financial discipline, operational performance, and decision-making across the…
Added 2 hours ago
PB
Strategic Finance Manager
Pacific Blue Cross
Burnaby, BC
- Full-time
At Pacific Blue Cross, we're committed to improving the health and wellbeing of British Columbians. As our Strategic Finance Manager, you will play a critical role in shaping the financial…
Added 2 hours ago
D|
Assurance Manager
Distinct | North America
Niagara Falls, ON
- $110,000 to $135,000 CAD / year
- Full-time
Assurance Manager | $110,000–$135,000 | Niagara Falls (In-Office)
Added 2 hours ago
National Account Manager (Ontario)
Kandor
Mississauga, ON
Guardteck is looking for a National Account Manager to own our most significant national retail relationships across Canada. This is a senior, Toronto-based role with a high executive…
Added 2 hours ago
SI
Payroll Manager
Swissport International AG
Montreal, QC · St Laurent, Quebec
- Full-time
Establish and maintain strong relationships with HR, Finance, Operations, senior leadership, external service providers, and other key stakeholders.
Added 2 hours ago
T
Manager, Advice Center Performance Strategy
TD
Toronto, ON
- Full-time
Generally reports to a Senior Manager or executive role
Added 2 hours ago
T
Manager, Advice Center Coaching Design & Leader Enablement
TD
Toronto, ON
- Full-time
Generally reports to a Senior Manager or executive role
Added 2 hours ago
E
Senior Tax Manager - Customer Tax Operations and Reporting (FATCA/CRS) - Toronto
EY
Toronto, ON
- Full-time
As a Senior Tax Manager, you will be a part of our Financial Services practice. This position offers excellent opportunities for learning and career advancement to the right candidate.

BMO

Senior Associate, Account Transfers

Toronto, ON, Canada
YNG, Canada

$40,500.00 - $80,000.00 · Full-time

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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.

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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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