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Added 26 mins ago
Senior Quality Assurance Analyst
Mariner
NS
Mariner innovates always and everywhere, turning novel ideas into practical solutions. From products and services to venture creation, we build better futures powered by people. We partner…
Added 26 mins ago
E-Commerce Business Analyst
Mariner
NB
Mariner innovates always and everywhere, turning novel ideas into practical solutions. From products and services to venture creation, we build better futures powered by people. We partner…
Added 26 mins ago
Senior Quality Assurance Analyst
Mariner
Halifax, NS
Mariner innovates always and everywhere, turning novel ideas into practical solutions. From products and services to venture creation, we build better futures powered by people. We partner…
Added 26 mins ago
E-Commerce Business Analyst
Mariner
Saint John, NB
Mariner innovates always and everywhere, turning novel ideas into practical solutions. From products and services to venture creation, we build better futures powered by people. We partner…
Added 26 mins ago
Member IT Services - Security Support Analyst
Mohawk Medbuy Corporation (MMC)
Burlington, ON · Toronto, ON
Mohawk Medbuy Corporation (MMC) is a national, not-for-profit, shared services organization that supports hundreds of health care providers across Canada, as well as child welfare agencies…
Added 26 mins ago
NF
Verification Agent - Bilingual
NorthLake Financial ULC
Barrie, ON
- Full-time
…finance industry with a full spectrum of dynamic rates and services for dealers. We specialize in the acquisition and servicing of prime and subprime automotive financing contracts. Our…
Added 26 mins ago
MM
Security Support Analyst
Mohawk Medbuy Corporation
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are currently recruiting for a Security Support Analyst to support our IT Member Services team. The successful candidate can work from our Toronto or Burlington offices.
Added 26 mins ago
MU
Information Technology Analyst
McMaster University
Hamilton, ON
- Full-time
…research through reliable, secure, and innovative technology services. Working closely with Faculty leadership, academic faculty and staff, the team supports instructional technologies,…
Added 26 mins ago
MU
IT Infrastructure Analyst
McMaster University
Hamilton, ON
- Contract
…administrative activities through tailored digital solutions and services. The unit is driven by a strong commitment to service excellence, adaptability, and continuous improvement,…
Added 40 mins ago
Sr. Analyst Sales Programs & Incentives
UFA Co-operative Ltd.
Calgary, AB
Reporting to the Sr. Manager, Product Marketing, the Sr. Analyst, Sales Programs & Incentives is a detail-oriented, analytical role responsible for supporting the development,…
Added 55 mins ago
KG
Operational Controls Testing Analyst (Banking)
K&K Global Talent Solutions INC.
ON · Ontario, Canada
- Full-time
We are seeking an execution-focused Operational Controls Testing Analyst with 5 to 8 years of experience in the banking and financial services domain. In this role, you will play a critical…
Added 55 mins ago
WM
Senior Pricing Analyst / Analyste principal de la tarification
Waste Management, Inc. (WM)
Kitchener, ON
- Full-time
From drivers and technicians to analysts, managers and corporate professionals, every employee plays a role in delivering essential services that support communities across Canada.
Added 55 mins ago
Policy and Divisional Support Coordinator
Government of Alberta
AB
…including the Alberta Human Rights Commission, Family Support Order Services and SafeRoads Alberta. ALP strives to ensure a fair and equitable justice system, while improving accessibility,…
Added 55 mins ago
CF
Senior Security Specialist
CI Financial
Toronto, ON
- Full-time
The Security Analyst II (Senior Security Specialist) is a senior hands-on security professional responsible for identifying, assessing, and remediating enterprise security risk. The role…
Added 55 mins ago
DI
Business System Analyst (Mandarin)
Dawn InfoTek
Toronto, ON
- Contract
We are seeking an experienced Business System Analyst to support a major banking client on a Mandarin Support initiative for existing online banking applications.
Added 55 mins ago
NB
Senior Analyst - Transaction Reporting
National Bank of Canada
Montreal, QC
- Full-time
A career as a senior analyst or senior analyste in the Capital Markets Operations team at National Bank means acting as a transaction reporting specialist. In this role, you help ensure…
Added 55 mins ago
SS
Operations Analyst
Soho Square Solutions
Montreal, QC
- Contract
The USD Clearing & Payment middle office function is performed by Client Support Services (CSS), which is a group reporting into Payment & Clearing Solutions (PCS). CSS is responsible for…
Added 1 hour ago
LU
Financial Analyst
LexisNexis UK
Toronto, ON · Canada - Toronto (Sheppard Ave)
- Full-time
As a Financial Analyst, you will support financial planning, reporting, budgeting, and analysis activities that help drive informed business decisions. You will work with financial data,…
Added 1 hour ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 1 hour ago
BA
Behavior Technician
Bierman Autism Centers
Ramsey, ON
- Full-time
Career Paths: Fast-track your journey to becoming a Board Certified Behavior Analyst (BCBA) or Clinical Leader.
Added 1 hour ago
BA
Board Certified Behavior Analyst (BCBA)
Bierman Autism Centers
Ramsey, ON
- Full-time
Why Become a Board Certified Behavior Analyst (BCBA) at Bierman?
Added 1 hour ago
DI
Analyst, Insights
Dig Insights
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our clients span verticals including CPG, QSR, retail, technology, financial services, and telecommunications. Our work is led by a team of over 250 strategists, insights consultants,…
Added 1 hour ago
E
Clearing & Payment middle office
eTeam
Montreal, QC
- Contract
Title: Operations Analyst/Clearing & Payment middle office
Added 1 hour ago
CP
Pension Analyst, Employer Services (Two Vacancies)
CAAT Pension Plan
Toronto, ON · Head Office
- Full-time
We are seeking a Pension Analyst, Employer Services, to serve as a key point of contact for employers participating in the CAAT Pension Plan. In this role, you will provide technical…
Added 1 hour ago
R
Financial Analyst
RELX
Toronto, ON · Canada - Toronto (Sheppard Ave)
- Full-time
As a Financial Analyst, you will support financial planning, reporting, budgeting, and analysis activities that help drive informed business decisions. You will work with financial data,…

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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