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Added 8 mins ago
VF
Insurance and Investment Advisor
VFG Financial Group
Mississauga, ON
- Full-time
VFG Financial Group is a full-service financial planning firm committed to providing individuals and businesses with fully integrated solutions to their insurance and investment needs. We…
Added 8 mins ago
H
Property Accountant
Hays
Toronto, ON
- $90,000 to $95,000 CAD / year
- Full-time
This is a hands-on Property Accountant position where you will manage the day-to-day accounting and reporting for an assigned portfolio of commercial properties. Reporting to the VP…
Added 8 mins ago
S
Financial Advisor - Scotia Plaza, Toronto
Scotiabank
Toronto, ON
- Full-time
Added 8 mins ago
BC
Technical Lead - Web/Mobile
BrainRidge Consulting
Toronto, ON
- Full-time
…and experience of an enterprise. With a mission to empower financial institutions and organizations to thrive in the digital age, we provide cutting-edge technology solutions and strategic…
Added 9 mins ago
C
Private Banking Associate
CIBC
London, ON
- Full-time
…problems promptly or refer to others as appropriate. Service the financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products…
Added 9 mins ago
Manager, Royalty (Finance and Accounting)
Electronic Arts
Vancouver, BC
…internal business partners are Studio Finance, Corporate Finance, Financial Planning & Analysis, Business Development and Legal. The group manages over 700 contracts. Our mission is to…
Added 9 mins ago
Senior Manager, Change & Operational Readiness, Global Transaction Banking - Toronto
Scotiabank
Toronto, ON
…payments, improve working capital performance, and mitigate financial…
Added 9 mins ago
IF
Tax Analyst, Corporate Tax
Intact FC
Toronto, ON · Montreal, QC
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 23 mins ago
CO
Senior Financial Analyst
City of Niagara Falls
Niagara Falls, ON
- Full-time
Added 23 mins ago
SQ
Underwriting Consultant
Sunlife Québec
Quebec, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 23 mins ago
IH
Senior Strategic Business Advisor
Interior Health Authority
BC · British Columbia, Canada
- Full-time
…processes for new contracts to ensure appropriate and adequate financial information and controls are in place, in alignment with audit…
Added 23 mins ago
A
Business Analytics Specialist, Temporary
Aviso
Vancouver, BC
- Temporary
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 38 mins ago
OH
Specialist, Performance Accountability & Funding Allocation
Ontario Health | Santé Ontario
Sudbury, ON · Greater Sudbury, ON
- Full-time
A premium defined benefit pension plan, ensuring long-term financial security
Added 38 mins ago
OH
Specialist, Performance, Accountability & Funding Allocation
Ontario Health | Santé Ontario
Sudbury, ON · Greater Sudbury, ON
- Full-time
A premium defined benefit pension plan, ensuring long-term financial security
Added 38 mins ago
J
Revenue Operations Lead
Jobgether
Canada
- Full-time
Cross-functional influence: Strong collaboration and problem-solving skills, with the ability to align stakeholders across commercial, operational, legal, and financial teams.
Added 38 mins ago
IH
Physician Compensation Analyst | PIP Superuser
Interior Health Authority
Kelowna, BC
- Full-time
Provides data analysis using key data sources (physician compensation financial, fee for service revenue, population, clinical, organizational, and administrative) in response to Finance,…
Added 38 mins ago
K
Co-op and PEY Student Opportunities (Winter & Summer 2027)
Kinectrics
Toronto, ON
- Full-time
Provide various types of financial support such as reconciliations, maintaining records, and processing updates to databases
Added 38 mins ago
TC
Tech Ops Analyst II - Inventory & Asset Management
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $67,740 to $94,836 CAD / year
- Full-time
…lifecycle management, inventory accuracy, vendor performance, and financial planning that directly contributes to business success across a multi-location environment. You’ll gain exposure…
Added 53 mins ago
TC
Head Office: Accounts Payable Clerk
The Canadian Brewhouse
AB
- Full-time
We are looking for an Accounts Payable Clerk to join our Financial Services team and perform a variety of accounting and administrative tasks for multiple entities. Reporting to the…
Added 53 mins ago
TC
IT Service Desk Analyst
The Citco Group Limited
Toronto, ON
- Full-time
Since the 1940s Citco has provided specialist financial services to alternative investment funds, investors, multinationals and private clients worldwide. With over 14,000 employees in 54…
Added 1 hour ago
WC
Asset Protection Operations Team Associate
Walmart Canada
Flin Flon, MB
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 1 hour ago
NN
Marketing Manager B2B
Nestlé Nespresso SA
Montreal, QC
- Full-time
Adoption benefits to remove some of the financial barriers associated with adoption
Added 1 hour ago
P
Analyst - Accounts Payable
ProAmpac
Whitby, ON
- Full-time
…Services teams to support accurate and timely invoice processing, financial reconciliations, and reporting. You'll also play an important role in identifying opportunities to strengthen…
Added 1 hour ago
VS
Senior Manager, Finance
Vancouver School Board
Vancouver, BC
- Full-time
…responsible for leading VSB’s core accounting operations, including financial accounting, treasury, and financial reporting. The Senior Manager – Finance ensures sound financial management,…
Added 1 hour ago
TC
Tech Ops Analyst II - Telecom Expense Management
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $67,740 to $94,836 CAD / year
- Full-time
Financial acumen with experience in cost analysis, budgeting, or expense oversight

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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