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Added 8 mins ago
DD
CYBER SECURITY ANALYST
Durham District School Board
Whitby, ON
- Internship
Reporting to the Information Security Manager, the Cyber Security Analyst is responsible for recommending, implementing, and monitoring security measures to protect DDSB’s information…
Added 37 mins ago
KG
Operational Controls Testing Analyst (Banking)
K&K Global Talent Solutions INC.
ON · Ontario, Canada
- Full-time
Position: Operational Controls Testing Analyst (Banking)
Added 38 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 38 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 38 mins ago
SS
Operations Analyst
Soho Square Solutions
Montreal, QC
- Contract
Oversee key control processes with respect to billing, risk and management reporting, at client level.
Added 1 hour ago
E
Clearing & Payment middle office
eTeam
Montreal, QC
- Contract
Title: Operations Analyst/Clearing & Payment middle office
Added 1 hour ago
C
Canadian Financial and Regulatory Reporting AVP
Citi
Toronto, ON
- Full-time
The Finance Reporting Senior Analyst is an intermediate level position responsible for the generation, tracking and submission of financial reports in coordination with the Finance Team.…
Added 1 hour ago
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Canadian Financial and Regulatory Reporting, VP
Citi
Toronto, ON · ON
- Full-time
The Finance Reporting Lead Analyst is senior professional position responsible for driving the generation, analysis, and submission of reports to various constituencies based on…
Added 1 hour ago
Claims Analyst - Reinsurance
Aviva
Markham, ON · Oakville, ON
…Aviva's reinsurance and delegated claims programs. As a Claims Analyst, you'll manage claims and financial bordereaux. You will support trust fund and reinsurance processes. You will also…
Added 1 hour ago
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Technical Program Management Analyst
Mastercard
Toronto, ON
- Full-time
We're looking for a Technical Program Management Analyst in Toronto to support our engineering Scrum teams and program management team.
Added 1 hour ago
AP
Senior PCI Security Analyst
Allianz Partners
Cambridge, ON
- Full-time
…security group framework, manages non-compliance, conducts risk assessments during projects, manages reports on residual risks, and provides ad-hoc security…
Added 1 hour 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 2 hours ago
B
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 2 hours ago
FI
Risk Analyst - Proficient
FP Inc.
Toronto, ON
- $40 to $53 CAD / hour
- Contract
…tools and applications to support adherence to third-party risk monitoring…
Added 2 hours ago
S
Management Consultant / Business Analyst - Edmonton (future opportunities - 2026)
Sia
AB · Edmonton, AB
- Full-time
…closely with the C-suite at our clients to accelerate and de-risk business growth while improving their customer and employee…
Added 2 hours ago
TP
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 2 hours ago
S
Cube Developer
Synechron
Mississauga, ON
- Full-time
Added 2 hours ago
AF
Cloud Security Analyst
ATB Financial
Calgary, AB
- Full-time
As ATB’s next Cloud Security Analyst, you'll help protect our cloud environments by identifying security risks, strengthening controls, and working with engineering teams to resolve…
Added 3 hours ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
…to its clients are delivered in a professional manner, that risk is minimized, and the client has a positive experience. The candidate is expected to think creatively, improve the daily…
Added 3 hours ago
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Operations Analyst
TekWissen ®
Montreal, QC
- $35 to $35.3 CAD / hour
- Contract
Oversee key control processes with respect to billing, risk and management reporting at client level.
Added 3 hours ago
GT
Governance and Compliance Analyst - HR
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $45 to $55 CAD / hour
- Contract
…methodology and taxonomies (control descriptions, operational risk taxonomy, control attributes/metadata), HR processes, and process documentation. The incumbent will be a collaborative,…
Added 3 hours ago
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Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 3 hours 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 3 hours ago
B
Associate, Credit Alternatives, Global Asset Management
BMO
Toronto, ON · FCP
- Full-time
Analyst (Associate), Credit Alternatives, Global Asset Management
Added 3 hours ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
…to its clients are delivered in a professional manner, that risk is minimized, and the client has a positive experience. The candidate is expected to think creatively, improve the daily…

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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