Associate, Account Transfers

Employment Status:Temporary Full-TimeLocation:Toronto, ONDepartment:Account TransfersReporting To:Manager, Account TransfersJob Id:AT - 021Job Level:L3Seniority Level:AssociatePosition Overview:Primary responsibility is to successfully deliver mandated service levels in the areas of processing, customer service, proactive support and administration. This...

Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not. Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online.That's why...

Questrade Financial Group (QFG) of Companies is committed to helping Canadians become much more financially successful and secure. We are everything a traditional financial institution is not. Our vision is to revolutionize financial services for the benefit of Canadians by providing the most innovative and cost efficient financial services online.That's why...

Account transfer / Aton / Remote (except key points in office - time to time)/ benefits/iA is considered a Top 5 employer in Canada. We offer many benefits and here's your chance to join our incredible team. We are looking to add a new member to our Account Transfer Team.Here's a few tasks that you would have to perform: Receive and process incoming and...

Job DescriptionPlease note : This is a CONTRACT role until the end of 2024.Current Work Authorization is required for ALL openings.What We Do:Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.JOB OVERVIEWThe...

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.JOB OVERVIEWThe...

Salary: If you are looking to progress your career, look no further than Baker Tilly WM. Baker Tilly WM LLP is a leading midsize accounting and advisory firm based in Vancouver and Toronto. We provide value-added audit, tax and advisory solutions that support local businesses. We offer a full complement of professional services across every major industry...

Requisition ID: 188377Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Transfers Administrator, you will be responsible for completing all processing activities as it relates to external transfer requests. This includes addressing branch/external firm inquiries on initiations, processing, timing, and...

Who we are looking forThe ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment.Why this role is important to usThe team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them...

Who we are looking for The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment. Why this role is important to usThe team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them...

Our client within investment management requires an Associate Wealth Manager to join their team. Working with the Wealth Manager, the Associate Wealth Manager manages client relationships including onboarding client contacts and communications.Responsibilities:Client Onboarding Participate in onboarding meetings with clients Gather information required from...

Position: Senior Associate - Investor Services Job Summary The Senior Associate – Investor Services will be responsible for the daily client servicing, recording and review of complex securities trading while meeting the very tight reporting deadlines and demanding obligations of clients. Responsibilities include cash management, review/execution of...

Requisition ID: 175374Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeThe Account Associate, Custody Services, provides and delivers proactive administrative and client service support to Account Managers and client portfolios of various size and complexity, servicing wealthy private clients,...

Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

Our client within investment management requires an Associate Wealth Manager to join their team. Working with the Wealth Manager, the Associate Wealth Manager manages client relationships including onboarding client contacts and communications.Responsibilities:Client OnboardingParticipate in onboarding meetings with clientsGather information required from...

Aviso Wealth:The Opportunity:We're looking for a Bilingual Transfers Administrator to join our Transfers team on a 12 month contract.This can be a remote role, however for those who would like to come into the office we are at 151 Yonge St, Toronto, ON.Who you are:- Service You consider both internal and external stakeholders and demonstrate intent of...

Is this role right for you? In this role, you will: Support the management and implementation efforts of the Bank's transfer pricing policies, to ensure compliance with the Canadian transfer pricing legislation and proper co-ordination with similar legislative requirements in other countries where the Bank operates. Help identify and minimize tax...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: 197276Join a purpose driven winning team, committed to...

Position: Senior Associate - Investor Services The Senior Associate – Investor Services will be responsible for the daily client servicing, recording and review of complex securities trading while meeting the very tight reporting deadlines and demanding obligations of clients. Responsibilities include cash management, review/execution of bank, custody...