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Added 2 mins ago
M
Senior Analytics Engineer - GTM
Motive
Vancouver, BC
- Full-time
Collaborate with our GTM analyst teams to train and enable them on datasets and data tools
Added 2 mins ago
SI
Data Analyst
Spait Infotech
Canada
- Full-time
Added 18 mins ago
IH
Physician Compensation Analyst | PIP Superuser
Interior Health Authority
Kelowna, BC
- Full-time
Interior Health is seeking a permanent full-time Physician Compensation Analyst, PIP Superuser who is passionate about systems administration, data analytics, and process improvement. In…
Added 32 mins ago
TC
IT Service Desk Analyst
The Citco Group Limited
Toronto, ON
- Full-time
The IT Service Desk Analyst is part of Citco's global IT Service Delivery function, supporting internal business users and, where applicable, external clients. The analyst handles incidents…
Added 1 hour ago
Customer Success Operations Analyst
Global Relay
Vancouver, BC
The Customer Success Operations Analyst plays a vital role in ensuring the seamless transition of data, applications, and systems across data archiving platforms. This position requires…
Added 1 hour ago
RI
Associate Product Manager
Remarcable, Inc.
Vancouver, BC
- $90,000 to $115,000 CAD / year
- Full-time
2-4 years of experience as an Associate Product Manager, Product Analyst, or in a highly technical role within a B2B SaaS environment.
Added 1 hour ago
SI
Cyber Security Analyst
Spait Infotech
Canada
- Full-time
Added 1 hour ago
S
IT Support Analyst
Specsavers
Mississauga, ON
- Full-time
Reporting to the IT Service Delivery Manager, the IT Support Analyst will be the first point of contact for all IT incidents and requests from retail stores and our Mississauga Support…
Added 1 hour ago
MT
Analyste solutions TI et prévente - IT Solutions and Presales Analyst
Mon Technicien
Laval, QC
- Full-time
Added 1 hour ago
C
Business Systems Analyst Co-op (Winter 2027), Enterprise Technology & Business Management
CIBC
Toronto, ON
- Full-time
Join our CIBC Technology team as a Business Systems Analyst Co-op and have a real impact in making our clients’ ambitions a reality! This is a great opportunity to be a part of an…
Added 2 hours ago
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Analyste principal(e) en soutien applicatif – Actions
CGI
Montreal, QC
- Full-time
Senior Application Support Analyst – Equities
Added 2 hours ago
MC
IT Contract Analyst
MatchBox Consulting Group
Calgary, AB
- Contract
MatchBox Consulting Group is seeking an IT Contract Analyst - Information Systems on behalf of our client for a fixed-term contract running from November 16, 2026.
Added 2 hours ago
R
Lead Information Security Analyst, Vulnerability and External Attack Surface Management (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
CBC/Radio-Canada is seeking a Lead Analyst, Vulnerability and External Attack Surface Management, to optimize the Corporation’s vulnerability management program and design, build and deploy…
Added 2 hours ago
R
Senior Analyst, Software Compliance and Contract Management (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
The Software Contract and Compliance Management team is looking for a creative, highly skilled and talented Senior Analyst with solid knowledge of Software Compliance and Contract Lifecycle…
Added 2 hours ago
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Business Analyst, Security Education
BMO
Toronto, ON · FCP
- Full-time
…assesses the efficiency and the performance of technology (software, hardware and the wider IT system) to deliver expected business results. Identifies and analyzes malfunctions, system…
Added 2 hours ago
AC
Billing Analyst
Aston Carter
Toronto, ON
- $26 to $28 CAD / hour
- Contract
The Billing Analyst supports the full billing and accounts receivable cycle by preparing and reviewing billing documents, analyzing patient and insurance accounts, and resolving billing…
Added 2 hours ago
R
Senior Technology Acquisition Consultant
Raise
Calgary, AB
- Full-time
Vendor Prequalification: Establish fit-for-purpose sourcing vehicles to prequalify vendors across IT services, infrastructure, software, and technology-related professional services.
Added 2 hours ago
AD
Manufacturing Applications Engineer
ArcelorMittal Dofasco
Hamilton, ON
- Full-time
The successful candidate’s position title (Sr. Analyst / Specialist / Sr. Specialist) will be based on qualifications and experience.
Added 2 hours ago
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Financial Analyst
LexisNexis
Toronto, ON
- 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 2 hours ago
T
IT Operations Analyst I
TD
London, ON
- Full-time
Added 2 hours ago
T
IT Operations Analyst III
TD
Toronto, ON
- Full-time
A single point of contact for onsite technical support and general queries (including hardware, software, e-Messaging, mobile devices, education on TD technology processes) to TD Bank Group…
Added 2 hours ago
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Project Manager
Kyndryl
Regina, SK
- Full-time
CBAP® (Certified Business Analyst Professional)
Added 2 hours ago
FH
Analyst, Business Systems
Fraser Health
Surrey, BC
- Full-time
We are currently hiring a Full Time Business Analyst to join our Digital Patient and Provider Experience team. Based in Surrey, BC, this role offers the opportunity to support…
Added 3 hours ago
SS
Bilingual Business Analyst - French
Sodales Solutions
Toronto, ON
- Full-time
…impactful solutions? We're seeking an experienced Business Analyst to partner with business leaders, customers, and technical teams to drive enterprise initiatives from concept to…
Added 3 hours ago
T
Senior Market Risk Analyst (5772)
TD
Toronto, ON
- Full-time

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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