Bilingual Investment Support Associate

Altis Recruitment; Toronto; Hybrid; CAD 50,000 - 55,000; Full time

Job summary

Join a leading national financial institution as a Bilingual Investment Support Associate in Toronto. This entry-level position is ideal for individuals passionate about finance and eager to learn, involving hands-on experience with financial transactions and compliance help.

Qualifications

• 1–2+ years of experience in financial services, banking, or investment operations.
• Experience with data processing, transaction management, and account administration.
• Bilingual in English and French.

Responsibilities

• Process financial transactions across investment account types.
• Support compliance with internal procedures and industry regulations.
• Investigate transaction discrepancies and contribute to reporting.

Skills

Strong communication skills

Attention to detail

Adaptability

Education

Post-secondary education in Business, Finance, Commerce, Economics, or a related discipline

Job description

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This range is provided by Altis Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$50,000.00/yr - CA$55,000.00/yr

Direct message the job poster from Altis Recruitment

Senior Recruitment Partner at Altis | HR & Workforce Strategy | Vendor & Project Management | SAFe Scrum Master

Location: Toronto, ON (Hybrid)

Schedule: Monday to Friday – Rotating Shifts between 8:00 AM and 8:00 PM (37.5 hours/week)

Employment Type: Full-Time | Permanent and Contract Opportunities Available

Are you bilingual in English and French and looking to grow your career in financial services?

We’re hiring on behalf of a leading national financial institution for a Bilingual Investment Support Associate to join their dynamic Toronto-based operations team. This is an excellent opportunity for someone early in their career who’s passionate about finance, thrives in fast-paced environments, and is eager to learn and grow in the investment industry.

What You’ll Do:

• Process financial and non-financial transactions across various investment account types, including mutual funds and securities.
• Support both registered and non-registered investment accounts, ensuring compliance with internal procedures and industry regulations.
• Investigate discrepancies, resolve transactional issues, and contribute to accurate and timely reporting.
• Collaborate across internal departments to support operational excellence and deliver high-quality service.

What You Bring:

• Post-secondary education in Business, Finance, Commerce, Economics, or a related discipline (recent grads welcome!).
• 1–2+ years of experience in financial services, banking, or investment operations.
• Experience with data processing, transaction management, and account administration.
• Strong communication skills in both English and French.
• High attention to detail and ability to adapt to shifting priorities in a structured environment.

Nice to Have:

• Knowledge of mutual funds, securities, and investment products.
• Experience working in a client service or back-office financial operations role.
• Work with a reputable financial institution
• Gain exposure to investment operations and client portfolios
• Opportunities for career growth and development within the finance industry

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Administrative

• Industries

  Financial Services and Investment Management

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