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Added 8 mins ago
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Fuel Accounting Analyst
Couche-Tard
Laval, QC
- Full-time
Reporting to the Fuel Accounting Supervisor, the Analyst is responsible for processing, reviewing, and analyzing financial data related to fuel sales and purchases. The Analyst ensures the…
Added 8 mins ago
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Financial Analyst
Syntrace
Toronto, ON
- Full-time
We are now hiring a Financial Analyst, based in Toronto.
Added 8 mins ago
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Guidewire Business Analyst
Affinity
Regina, SK
- Contract
On behalf of our public sector client, Affinity is seeking a Guidewire Business Analyst to provide business analysis services for a timeboxed (10 business weeks) T&M effort to assess the…
Added 8 mins ago
CG
Job Cost Accountant
Clearway Group of Companies
Vaughan, ON
- Full-time
Reporting to the Controller, the Job Cost Analyst is responsible for supporting the financial management of construction projects by ensuring accurate job costing, project reporting,…
Added 8 mins ago
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Business Analyst
Syntrace
Toronto, ON
- Full-time
We are now hiring a Business Analyst, based in Toronto.
Added 23 mins ago
SENIOR FINANCIAL ANALYST
Bayshore
Mississauga, ON
Senior Financial Analyst is responsible for developing and managing the planning, reporting and analytical tools and processes necessary to successfully support business leaders. This…
Added 37 mins ago
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CyberSecurity Risk Analyst
BeachHead
Toronto, ON
- $66.67 to $80 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a CyberSecurity Risk Analyst. This position involves evaluating supplier security controls, negotiating contractual…
Added 37 mins ago
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Risk Analyst - Proficient
FP Inc.
Toronto, ON
- $40 to $53 CAD / hour
- Contract
Added 37 mins ago
R&
Data Analyst III
Robertson & Company Ltd.
Toronto, ON
- Contract
Robertson is seeking a skilled Data Analyst III to join our client in support of an existing vacancy.
Added 38 mins ago
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Data Analyst - WFM- EN
Global Excel Management Inc.
Windsor, ON
- Full-time
As a Data Analyst - Workforce Management, you will work closely with business leaders to analyze workforce and operational data, identify trends, and develop impactful reporting solutions.…
Added 38 mins ago
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Data Analyst - WFM- EN
Global Excel Management Inc.
Sherbrooke, QC
- Full-time
As a Data Analyst - Workforce Management, you will work closely with business leaders to analyze workforce and operational data, identify trends, and develop impactful reporting solutions.…
Added 38 mins ago
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Financial Analyst Programmatic Media and Power BI
Hire Mint
Toronto, ON
- Full-time
Title: Financial Analyst, Programmatic Media & Power BI
Added 38 mins ago
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Finance Analyst, Capital Financial Reporting
University of British Columbia
Vancouver, BC · UBCV | Walter C. Koerner Library (KLIB)
- $7,727.33 to $11,112 CAD / month
- Full-time
The Financial Analyst, Capital Financial Reporting (CFR) is responsible for analyzing financial transactions, developing capital reports and maintain the fixed asset module in the financial…
Added 53 mins ago
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Supply Chain Finance & Revenue Manager
Turning Point Brands Canada
Laval, QC
- Full-time
The right person is part commercial analyst, part cost accountant and part auditor. You will be based in our Laval office next to the warehouse and Operations team, working closely with…
Added 53 mins ago
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Senior Analyst
Canadian Tire Corporation
Oakville, ON
- Full-time
As a Senior Analyst you will transform customer and financial data into actionable insights that drive strategic decision-making and profitable growth. This role combines traditional…
Added 53 mins ago
CT
Senior Security Analyst, PCI DSS
Canadian Tire Corporation
Oakville, ON
- Full-time
The Senior Security Analyst, PCI is part of the PCI Governance team working with IT and the Business to close PCI compliance gaps and sustain compliance on an on-going basis. The analyst…
Added 1 hour ago
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Provincial Medical Labour Relations and Compensation Senior Business Analyst
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
The Senior Business Analyst provides financial and compensation analysis to support the Provincial Medical Labour Relations team in compensation and health-system decision-making. This…
Added 1 hour ago
OS
Financial Reporting & Systems Analyst
Oakbridge Search Partners
Markham, ON
- $90,000 to $95,000 CAD / year
- Full-time
Our client, a well-established engineering and manufacturing organization, is seeking a Financial Reporting & Systems Analyst to join its FP&A team. Reporting to the Manager of FP&A, this…
Added 1 hour ago
PT
Senior Business Analyst (SBA) – Commercial Lending / Loan IQ / ACBS
Precision Technologies
Mississauga, ON
- Contract
We are seeking a Senior Business Analyst (SBA) / Commercial Lending Subject Matter Expert (SME) with strong functional knowledge of commercial and corporate lending systems. We prefer…
Added 1 hour ago
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Business Analyst, RBC Amplify 2027, Vancouver
Royal Bank of Canada
Vancouver, BC
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 1 hour ago
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Business Analyst, RBC Amplify 2027, Toronto
Royal Bank of Canada
Toronto, ON
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 1 hour ago
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Business Analyst, RBC Amplify 2027, Calgary
Royal Bank of Canada
Calgary, AB
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 1 hour ago
RB
analyste d’entreprise, RBC amplifie 2027, Montréal / Business Analyst, RBC Amplify 2027, Montreal
Royal Bank of Canada
Montreal, QC
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 1 hour ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
Added 1 hour ago
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Operations Analyst
TekWissen ®
Montreal, QC
- $35 to $35.3 CAD / hour
- Contract

Dexian

Wealth Operations Analyst – Securities Transfers

Toronto, ON, Canada

$27 to $28 CAD / hour · Contract

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Job details

Pay: $27 to $28 CAD / hour
Job type: Contract
Apply by: Nov 25, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

Job Title: Wealth Operations Analyst – Securities Transfers

Location: Toronto, ON (Hybrid)

Duration: 3 months contract (with possibility of extension/conversion)

Position Summary

The Wealth Operations Analyst is responsible for processing daily money movements and investment/securities transfers accurately and efficiently in a compliance-heavy environment. The role involves reviewing documentation before processing high-risk transfers, maintaining accurate records, using MS Excel macros, and working with multiple software applications to process transfer requests. Strong attention to detail is essential, as errors in financial transactions must be avoided.

Key Responsibilities

Process daily money movements and investment/securities transfers accurately and within established timelines.
Review supporting documentation carefully before processing high-risk financial transfers.
Transfer securities from one client account to another while ensuring accuracy and compliance with established procedures.
Use MS Excel spreadsheets and run macros daily to support operational processing activities.
Work with multiple software applications to process transfer requests and maintain accurate transaction records.
Perform data processing and data entry while ensuring information is complete and accurate.
Review stock prices and support securities-related transaction processing.
Interact with financial advisors and other financial institutions to coordinate transfer requests and resolve discrepancies.
Follow established compliance procedures and operational controls when handling financial transactions.
Maintain a high level of accuracy when processing sensitive financial information and high-risk transactions.

Must-Have Skills and Qualifications

Banking/Financial Background: 2–4 years of experience in banking or financial services.
MS Excel: Hands-on experience with Excel macros and spreadsheets.
Securities/Wealth Operations: Previous experience in securities operations, wealth management operations, or a similar environment.
Technical Proficiency: Comfortable using multiple software applications and systems to process financial transactions.
Attention to Detail: Ability to review documentation carefully and process high-risk transfers accurately.

Preferred/Ideal Candidate Background

Previous experience in a wealth operations environment or a similar financial operations role.
Hands-on experience processing money movements and investment/securities transfers.
Experience reviewing financial documentation for high-risk transactions.
Understanding of stocks, mutual funds, and securities transfers.
Experience working in a compliance-heavy environment.
Strong data processing, data entry, and documentation verification skills.
Ability to communicate effectively with financial advisors and other financial institutions.

Ideal Candidate Profile

The ideal candidate has 2–4 years of banking or financial services experience, a background in wealth or securities operations, and practical experience using Excel macros. They are comfortable processing high-risk money movements and securities transfers, reviewing supporting documents, working across multiple systems, and maintaining accuracy while following strict compliance procedures.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

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More about this job

Responsibilities

Process daily money movements and securities transfers, review supporting documents for high-risk transactions, and maintain accurate records using Excel macros and multiple software applications. Coordinate transfer requests and resolve discrepancies with financial advisors and other institutions while following compliance procedures and operational controls.

Requirements

Requires 2–4 years of banking or financial services experience, prior experience in securities or wealth operations, and hands-on use of Excel spreadsheets and macros. Candidates should be comfortable using multiple systems, reviewing financial documentation, and accurately processing high-risk transfers in a compliance-heavy environment.

Skills

Securities Transfers
Wealth Operations
Money Movements
Banking And Financial Services
Excel Macros
Microsoft Excel
Financial Transaction Processing
Documentation Review
Compliance Procedures
Data Processing
Data Entry
Transaction Recordkeeping
Attention To Detail
Financial Systems
Stock And Mutual Fund Knowledge
Stakeholder Communication

Visa sponsorship

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Keywords

Wealth Operations
Securities Transfers
Money Movements
Banking
Financial Services
Investment Transfers
High-Risk Transactions
Microsoft Excel
Excel Macros
Spreadsheets
Financial Transaction Processing
Documentation Review
Compliance
Operational Controls
Data Processing
Data Entry
Transaction Records
Stock Prices
Stocks
Mutual Funds
Financial Advisors
Financial Institutions
Discrepancy Resolution
Wealth Management

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