Account Transfers Representative Location: Downtown Toronto, ON, relocating to Robert Speck Way, Mississauga, in December 2026 or January 2027 (Hybrid, 12 days onsite per week) Language: Robust written and spoken English communication skills Duration: 36 month contract, with strong possibility of extension Hours: Monday to Friday, 8:30 a.m. Criminal and credit checks, plus two professional reference checks Are you a financial services professional with hands‑on experience processing ATON or non‑ATON account transfers? 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. Competitive hourly pay of $26$28, based on experience Valuable exposure to investment operations and financial services Strong possibility of contract extension 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 respond to inquiries about investment products, services, and transfer processes. You’ll reconcile daily account transfer control accounts and elevate discrepancies as needed. 12+ years of experience in financial services, banking, or investment operations. ~ Required hands‑on experience processing ATON and/or non‑ATON account transfers.

Experience with at least one transfer type is mandatory, while experience with both is an asset. ~ 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. ~ Then, if youre a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. 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.

On occasion, we also use AI-assisted tools to help review applications. #

📌 Financial Counselor-Evening Shift (Toronto)
🏢 Altis Technology
📍 Toronto