Bilingual Wealth Operations Representative

Altis; Toronto; Hybrid; CAD 36,000 - 39,000; Full time

Job summary

Altis in Toronto is seeking a Bilingual Account Transfers Representative for a 36-month contract. You will ensure accurate and timely transfer of investment assets, collaborating with financial institutions, investment advisors, and internal teams in a fast-paced environment.

Strong English and French communication, plus ATON transfer knowledge, are essential. The role offers a hybrid work arrangement with relocation to Mississauga planned for December 2026 or January 2027, 12 onsite days

Qualifications

• 12+ years of experience in financial services, banking, or investment operations.
• Completed post-secondary degree or diploma in Finance, Economics, Commerce, Business Administration, or a related field (required).
• Advanced Microsoft Excel skills and confidence working with financial data.
• Excellent written and verbal communication skills, with a client-focused approach.
• Strong attention to detail, organizational skills, and ability to manage competing priorities.
• Proactive problem-solving skills and ability to collaborate effectively across teams.

Responsibilities

• You'll process ATON and non-ATON account transfers, ensuring accuracy and complete documentation.
• You'll coordinate with financial institutions, investment advisors, and internal teams to facilitate timely transfers.
• You'll investigate rejected transfers, resolve discrepancies, and communicate updates to stakeholders.
• You'll respond to inquiries about investment products, services, and transfer processes.
• You'll reconcile daily account transfer control accounts and escalated discrepancies as needed.
• You'll deliver responsive, professional service while managing competing deadlines.

Skills

Excel skills

Financial data analysis

Bilingual English/French

Attention to detail

Communication skills

Problem solving

Cross-team collaboration

Education

Post-secondary degree in Finance/Economics/Commerce/Business Admin

Tools

Microsoft Excel

Job description

Bilingual Account Transfers Representative

Location: Downtown Toronto, ON, relocating to Mississauga, in December 2026 or January 2027 (Hybrid, 12 days onsite per week)

Language: Strong written and spoken English AND French communication skills

Duration: 36 month contract, with strong possibility of extension

Hours: Monday to Friday, 8:30 a.m. to 5:00 p.m.

Pay Rate: $26$28/hour, based on experience

Anticipated Start Date: Between November 9 and December 7, 2026, pending background check completion

Background Check Requirement: Criminal and credit checks, plus two professional reference checks

About the Opportunity

An established organization in the financial services industry is seeking an Account Transfers Representative to join its collaborative investment operations team.

In this role, you'll help ensure the accurate and timely transfer of investment assets while working closely with financial institutions, investment advisors, and internal teams. This opportunity is ideal for someone who understands account transfer processes, thrives in a fast-paced environment, and takes pride in delivering exceptional service.

What's In It for You

• Competitive hourly pay of $26$28, based on experience
• Hybrid work arrangement with 12 days onsite per week
• Valuable exposure to investment operations and financial services
• Supportive, collaborative team environment
• Strong possibility of contract extension

Your Responsibilities

• You'll process ATON and non-ATON account transfers, ensuring accuracy and complete documentation.
• You'll coordinate with financial institutions, investment advisors, and internal teams to facilitate timely transfers.
• You'll investigate rejected transfers, resolve discrepancies, and communicate updates to stakeholders.
• You'll respond to inquiries about investment products, services, and transfer processes.
• You'll reconcile daily account transfer control accounts and escalated discrepancies as needed.
• You'll deliver responsive, professional service while managing competing deadlines.

Skills and Qualifications

• 12+ years of experience in financial services, banking, or investment operations.
• Preferred hands‑on experience processing ATON and/or non-ATON account transfers.
• Completed post‑secondary degree or diploma in Finance, Economics, Commerce, Business Administration, or a related field (required).
• Advanced Microsoft Excel skills and confidence working with financial data.
• Excellent written and verbal communication skills, with a client-focused approach.
• Strong attention to detail, organizational skills, and ability to manage competing priorities.
• Proactive problem‑solving skills and ability to collaborate effectively across teams.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals.All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI‑assisted tools to help review applications.