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Added 5 mins ago
UO
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
…projects with a current value of over $1 billion. The Financial Analyst is responsible for providing accurate information and representation of capital projects, including detailed analysis…
Added 20 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 20 mins ago
S
Cube Developer
Synechron
Mississauga, ON
- Full-time
Added 35 mins ago
HT
Master Data Mgmt Analyst
Husky Technologies
Bolton, ON
- Full-time
…updating master data records in the appropriate systems in compliance with business policies, documented procedures and data quality…
Added 50 mins ago
Gainsight Administrator
Braze
Toronto, ON
…for the platform, working alongside our CX Business Systems Analyst to turn CX strategy into scalable, well-governed system…
Added 1 hour ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
…periodic reviews, and on an ongoing basis. The team ensures compliance with Global AML, specifically under Canada and U.S. regulatory requirements, mitigating operational, regulatory, and…
Added 1 hour ago
GT
Governance and Compliance Analyst - HR
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $45 to $55 CAD / hour
- Contract
Develop and enhance control-related processes and documentation to ensure they are robust, effective, and aligned with compliance requirements.
Added 1 hour ago
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Windows System Engineer - Endpoint /SCCM
BeachHead
Toronto, ON
- $61.59 to $73.91 CAD / hour
- Contract
Are you a seasoned Build Analyst looking to make an impact? Apply Now!
Added 1 hour ago
PS
Accounting Analyst
Professional Staffing
Toronto, ON
- $25 to $30 CAD / hour
- Contract
Reporting to the Accounting Manager, the Accounting Analyst will support accounts payable operations, general accounting activities, and month-end close processes. This role focuses on…
Added 1 hour ago
B
Gainsight Administrator
Braze
Toronto, ON
- Full-time
…for the platform, working alongside our CX Business Systems Analyst to turn CX strategy into scalable, well-governed system…
Added 1 hour ago
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Wealth Operations Analyst – Securities Transfers
Dexian
Toronto, ON
- $27 to $28 CAD / hour
- Contract
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…
Added 1 hour ago
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Associate, Credit Alternatives, Global Asset Management
BMO
Toronto, ON · FCP
- Full-time
Analyst (Associate), Credit Alternatives, Global Asset Management
Added 1 hour ago
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TDS Operations Analyst II
TD
Toronto, ON
- Full-time
…periodic reviews, and on an ongoing basis. The team ensures compliance with Global AML, specifically under Canada and U.S. regulatory requirements, mitigating operational, regulatory, and…
Added 1 hour ago
CI
Compliance Analyst
Cole International
Regina, SK
- Full-time
The Compliance Analyst will provide administrative and technical support to the Canadian brokerage operations team while developing a strong understanding of customs compliance and…
Added 1 hour ago
CI
Senior Compliance Analyst
Cole International
Regina, SK
- Full-time
The Senior Analyst, Compliance will provide specialized compliance and technical support for our Canadian brokerage operations team and other departments, (Business Development, Account…
Added 1 hour ago
A
IT Technology Acquisition Specialist
Akkodis
Calgary, AB
- Contract
We are seeking an IT professional, such as a senior IT business analyst or IT sourcing consultant, with extensive experience gathering and assembling requirements across multiple IT service…
Added 1 hour ago
S
Biotech Analyst - Level 2 - Bioseparations
SGS
Mississauga, ON
- Full-time
Record findings in standardized format, keeping all records and analyst notebook in good order.
Added 1 hour ago
AC
Data and AI Analyst - Governance, Integration
Air Canada
Dorval, QC
- Full-time
The Data & AI Analyst (Governance, Integration) is responsible for the technical enablement, integration, and operational support of Air Canada's enterprise data governance platform.…
Added 1 hour ago
RB
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
You will input trades where required, address compliance requirements and assist with ensuring all account documentation is completed
Added 1 hour ago
L
Logistics and Compliance Analyst
Longo's
Vaughan, ON
- Full-time
Are you passionate about data, analytics, and solving complex supply chain challenges? Join us as a Logistics & Compliance Analyst and help transform data into actionable insights that…
Added 2 hours ago
A
Business Development Specialist (Relocation to Saudi Arabia is required.)
aramco
Toronto, ON
- Full-time
Ensure compliance to process stage gates and approvals, approve contract payments and variations within limit.
Added 2 hours ago
RC
Renewable Energy Analyst (Remote Working)
Renewable Careers
Canada
- Full-time
…decarbonization, resource efficiency, and local environmental compliance…
Added 2 hours ago
FI
Technology Evaluation and Portfolio Analyst
Fuel Innovation Fund
AB · Alberta, Canada
- Full-time
The Fuel Innovation Fund is seeking a Technology Evaluation and Portfolio Analyst to join a cross-functional team delivering clean-fuel funding programs across Canada. Reporting to the Fuel…
Added 2 hours ago
通
Sr Financial Analyst, Market Strategy & Revenue Management
通用磨坊股份有限公司
Mississauga, ON · Toronto, ON
- Full-time
The Sr. Financial Analyst – Market Strategy & Revenue Management (MSRM) position at General Mills Canada Corporation is accountable for financial management, oversight, and Market Strategy…
Added 2 hours ago
BF
Senior Analyst, Financial Reporting
Bevo Farms Ltd
Langley (District), BC · Langley, BC
- $85,000 to $100,000 CAD / year
- Full-time
We are seeking a highly skilled Senior Analyst, Financial Reporting to support the Company’s financial reporting and internal control environment. This role focuses on maintaining effective…

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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