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Added 2 hours ago
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Postdoctoral Fellow
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Experience with bioinformatics, biostatistics, computational biology or quantitative data analysis.
Added 9 hours ago
SG
Rating Analyst – Infrastructure & Project Finance Ratings, Toronto or Mexico City
S&P Global
Toronto, ON
- Full-time
…navigate complexity with confidence. The team combines rigorous quantitative analysis with broad market insight, partnering closely with senior analytical leadership and global colleagues…
Added 12 hours ago
PS
Senior Python Software Developer
PDF Solutions
Vancouver, BC
- Full-time
MS or PhD in Computer Science, EE, Physics or related quantitative field
Added 13 hours ago
R
2027 Capital Markets, Global Equities, Algorithmic Trading Developer (16 Months, Co-op)
RBC
Toronto, ON
- Full-time
…of skills, ranging from creative problem-solving to advanced quantitative modeling, and apply these to enhance and develop cutting-edge trading…
Added 13 hours ago
R
2027 Capital Markets, Global Equities, AI Engineer (16 Months, Co-op)
RBC
Toronto, ON
- Full-time
…opportunity to contribute to cutting-edge research and development in quantitative finance, working alongside top-tier professionals in a dynamic and collaborative…
Added 13 hours ago
R
2027 Capital Markets, Global Equities, Quantitative Trading Analyst (16 Months, Co-op)
RBC
Toronto, ON
- Full-time
Step into the future of trading with RBC Capital Markets! We’re seeking a Quantitative Trading Analyst to join our Equites team on the largest trading floor in Canada. You will harness…
Added 13 hours ago
AS
Data Scientist, ADE Analytics
Amazon Science
Vancouver, BC
- Full-time
Experience applying quantitative analysis to solve business problems and making data-driven business decisions
Added 13 hours ago
SG
Rating Analyst – Infrastructure & Project Finance Ratings, Toronto or Mexico City
S&P Global
Toronto, ON
- Full-time
…navigate complexity with confidence. The team combines rigorous quantitative analysis with broad market insight, partnering closely with senior analytical leadership and global colleagues…
Added 15 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
Facilitate workshops and engagement events as well as conduct quantitative and qualitative analyses to assess current state, define future state, and develop and execute practical…
Added 15 hours ago
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Senior Data Analyst I, Product
Mistplay
Toronto, ON
- Full-time
4+ ans d'expérience dans l'analyse quantitative (de préférence dans l'industrie technologique) et une expérience avérée de l'impact sur les décisions relatives à l'entreprise ou au produit.
Added 15 hours ago
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Modelling / Forecasting Senior Analyst (Quants)
TD
Toronto, ON · Markham, ON
- Full-time
The successful candidate will be a member of the TBSM MV group covering both quantitative and qualitative models designed for TBSM Liquidity Risk Management (LRM) in Canada and U.S.…
Added 17 hours ago
TW
Doctoral candidate (gn) - WG Systems Ecology
TripleT Working Group @ Leibniz Centre for Tropical Marine Research (ZMT)
Montreal, QC · Urban agglomeration of Montreal, QC
- €4,759.37 to €6,764.69 EUR / month
- Part-time
Applicants must hold a Master degree in one of the following disciplines: mathematics, physics, computational sciences, social modelling, or in similar quantitative or numerical disciplines.
Added 17 hours ago
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PhD Student: wind-driven hail impacts on roofing, façade, and building-integrated photovoltaic (BIPV)
Volt-Age
Montreal, QC
- Full-time
Strong computational and quantitative skills.
Added 18 hours ago
RB
Senior Manager, ALM Market Risk
Royal Bank of Canada
Toronto, ON
- Full-time
University degree with emphasis in finance, economics, computer science or a quantitative discipline.
Added 20 hours ago
A
Human Factors Engineer
AtkinsRéalis
Mississauga, ON
- Full-time
Knowledge in the application of HF Integration in the context of Safety Case development, Quantitative Human Reliability Assessment, Training Needs Analysis will be an added asset.
Added 1 day ago
MC
Senior Product Manager - Brokerage Clearing and Settlement System
Moomoo Canada
Toronto, ON · North York, ON
- Full-time
Bachelor's degree or higher, preferably in a quantitative field such as Computer Science, Statistics, Mathematics, or Finance
Added 1 day ago
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Customer Growth Strategy Consultant
Accenture
Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Synthesize qualitative, quantitative, behavioral, market, and digital signals into actionable customer and commercial insights
Added 1 day ago
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Senior Manager, Risk Management & Compliance
RBC
Halifax, NS · Toronto, ON
- Full-time
Drive qualitative and quantitative risk assessment reviews using IT Risk Management methodologies and tools.
Added 1 day ago
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Senior Manager, ALM Market Risk
RBC
Toronto, ON
- Full-time
University degree with emphasis in finance, economics, computer science or a quantitative discipline.
Added 1 day ago
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Lead Financial Engineer, Software
RBC
Toronto, ON
- Full-time
Algorithm Definition: Collaborate with business stakeholders to define, refine, and document quantitative algorithms for the investment proposal platform.
Added 1 day ago
IE
Specialist, Business Operations
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
Bachelor’s degree or equivalent work experience required. Degrees in business, analytics, operations, economics, finance, statistics, or another quantitative field are preferred
Added 1 day ago
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Principal, Total Portfolio Management Trading Desk
OPTrust
Toronto, ON
- Full-time
Added 1 day ago
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Investment Consulting Analyst
Aon
Vancouver, BC
- Full-time
Gathering qualitative and quantitative data from external managers, custodians and other data providers
Added 1 day ago
Quantitative Equity Developer Intern
CCLIM - Quantitative Equity
Vancouver, BC
We are a special software team embedded in a top performing quantitative equity fund that manages over $78+ billion USD in financial assets. This is a fantastic opportunity in the exciting…
Added 1 day ago
Quantitative Equity Alpha Research Intern
CCLIM - Quantitative Equity
Vancouver, BC
We are looking for research interns to join our Quantitative Equity team for 4 to 8 months starting in January or May 2027. We are a top-performing quant fund that manages over $111 billion…

Odlum Brown

Account Transfers Administrator

Vancouver, BC, Canada

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Job details

Apply by: Oct 17, 2026
Experience: 1+ years account transfers experience within an investment firm is an asset
Posting language: English
Posted: Oct 2, 2026

Original job description

WHO WE ARE
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

THE OPPORTUNITY
We have an opportunity for an Account Transfers Administrator to join our award-winning firm in the Vancouver office.

WHAT YOU’LL DO
Reporting to the Supervisor, Account Transfers, you will work in a collaborative environment within the Account Transfers team. You will be responsible for processing incoming and outgoing transfer requests and liaising with Investment Advisors, Assistants and other departments within our Client Services operations.

RESPONSIBILITIES

Process incoming and outgoing account transfer requests
Review transfer documentation for completeness and accuracy
Verify and ensure transfer documents are in good order with advisor teams
Monitor transfers and resolve delays, discrepancies or rejected requests
Follow up with advisor teams and external financial institutions
Respond to transfer inquiries accurately and in a timely manner
Ensure procedures are followed and service level agreements are met
Cross-train in other departmental functions as needed

COMPETENCIES

Analysis – Able to analyze both qualitative and quantitative data to identify key themes, insights or issues or support decision making, critically evaluate information, separating relevant details from noise, provide input into decisions by interpreting information in context
Coordination – Able to independently prioritize, organize, and manage routine tasks, resources, or activities to meet goals, ensure timely communication and alignment among stakeholders to maintain progress, adapt plans and schedules to address common changes or constraints effectively
Customer Service – Able to independently determine customer needs and provide solutions for common inquiries or requests, apply internal policies and regulations effectively to fulfill transactions and resolve routine issues, prioritize and escalate customer requests appropriately to ensure timely resolution
Operational Policy and Procedures – Able to apply standard policies and procedures independently, identify and address minor inefficiencies in processes, ensure compliance with established guidelines in daily work
Project Management – Able to assist with basic project tasks under guidance, track project milestones and update stakeholders on progress, demonstrate awareness of key project management principles
Regulatory Knowledge – Able to independently ensure compliance with standard laws and regulations in daily work, provide guidance to others on basic compliance issues, stay informed about updates to relevant regulatory requirements
Systems and Application Proficiency – Able to independently navigate and use systems and applications to improve productivity, troubleshoot and resolve minor issues with systems and applications, train others in standard system and application use and functionality

KNOWLEDGE AND EXPERIENCE

1+ years account transfers experience within an investment firm is an asset
Familiarity with investment accounts (RRSPs and TFSAs) is an asset
Strong client services skills, with a keen eye for detail and the ability to work efficiently and accurately
Strong organizational skills, with the ability to prioritize important and time-sensitive tasks
Self-starter with the capacity to work independently, along with flexibility and willingness to assist others
Ability to take initiative and seek out information and solutions independently
Ability to exercise sound judgment to resolve challenging scenarios
Excellent verbal and written communication skills
Experience with Broadridge Dataphile and ATON system is an asset
Intermediate proficiency of Microsoft 365, including Word, Excel and Outlook; experience with Copilot is an asset

WHAT WE OFFER
A culture of openness, collaboration, and respect is foundational to our firm. We are a diverse, driven group of individuals who genuinely care about one another and value each person’s contribution.

We offer a competitive and equitable total rewards package, including mentorship programs and meaningful professional development to support your continued growth. The salary for this role is $50,000 – $55,000/year, plus the potential for bonuses.

Our team is growing, and we are looking for a new team member to support this work. If this sounds like the environment you’d like to work in and you have the skills and experience for this role, we invite you to submit your cover letter and resume by October 16, 2026.

Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application, with supporting documentation provided prior to a potential offer of employment.

We are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process, please email us at careers@odlumbrown.com.

We appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.

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More about this job

Responsibilities

The Account Transfers Administrator is responsible for processing incoming and outgoing transfer requests while ensuring documentation accuracy. They also liaise with internal teams and external financial institutions to resolve delays and respond to inquiries.

Requirements

Candidates should have at least one year of experience in account transfers within an investment firm and familiarity with RRSPs and TFSAs. Strong organizational skills, attention to detail, and proficiency in Microsoft 365 are required for this role.

Skills

Account transfers
Investment accounts
Client services
Data analysis
Coordination
Operational policy
Project management
Regulatory compliance
Systems proficiency
Broadridge Dataphile
ATON system
Microsoft 365
Attention to detail
Communication skills
Problem solving
Time management

Benefits

Mentorship programs
Professional development
Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Account Transfers
Investment Firm
RRSP
TFSA
Broadridge Dataphile
ATON
Microsoft 365
Word
Excel
Outlook
Copilot
Client Services
Regulatory Compliance
Financial Services
Investment Advisors
Documentation
Data Analysis
Project Management
Service Level Agreements
Investment Operations

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