Supervisor, Account Transfers

Position OverviewPrimary responsibility is to successfully deliver mandated service levels in the areas of processing, customer service, proactive support and administration. This position will provide excellent customer service and professionalism during dealings with Wealth Management Division branch network and external contacts_._ - Duties &...

Account transfer / Toronto / Remote (except key points in office - time to time) / Permanent, full-time with 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: -...

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...

**TASK DESCRIPTION**: - Receive and process incoming and outgoing transfer documents: - Maintain SLAs of the Account Transfer Department, to include adherence with regulatory body rules (i.e. IIROC rules) - Clear written and oral communication with branches, National Bank Financial, Operational groups and other financial institutions - QC, initiate,...

Our client in the financial services industry is looking for a Accounts Transfer Representative to join their team in downtown Toronto. This is a contract role until April 2025, with a possibility of extension.In this role, you will review forms, initiate asset transfers, and follow up with institutions on the status of transfers while keeping our clients...

Our client in the financial services industry is looking for a Accounts Transfer Representative to join their team in downtown Toronto. This is a contract role until April 2025, with a possibility of extension.In this role, you will review forms, initiate asset transfers, and follow up with institutions on the status of transfers while keeping our clients...

Our client in the financial services industry is looking for a Accounts Transfer Representative to join their team in downtown Toronto. This is a contract role until April 2025, with a possibility of extension.In this role, you will review forms, initiate asset transfers, and follow up with institutions on the status of transfers while keeping our clients...

Our client in the financial services industry is looking for a Accounts Transfer Representative to join their team in downtown Toronto. This is a contract role until April 2025, with a possibility of extension. In this role, you will review forms, initiate asset transfers, and follow up with institutions on the status of transfers while keeping our clients...

Our client in the financial services industry is looking for a Accounts Transfer Representative to join their team in downtown Toronto. This is a contract role until April 2025, with a possibility of extension.In this role, you will review forms, initiate asset transfers, and follow up with institutions on the status of transfers while keeping our clients...

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...

Requisition ID: 210316 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Manager, Account Transfers is responsible for managing the operational efficiency of the Account Transfers Department, ensuring all regulatory requirements, CIRO, and bank policies and procedures are adhered to and communicated...

Job DescriptionPlease note This is a CONTRACT role until April 25, 2025What We DoCurrent Work Authorization is required for ALL openings.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...

Our client in the financial services industry is looking for a Accounts Transfer Representative to join their team in downtown Toronto. This is a contract role until April 2025, with a possibility of extension.In this role, you will review forms, initiate asset transfers, and follow up with institutions on the status of transfers while keeping our clients...

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

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...

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...

Job Description 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 firms and the Canadian brokerage arms of U.S.based firms. For more information about Fidelity Clearing Canada,...

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...

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...

State Street Corporation Toronto, CanadaPosted 4 hours ago Permanent Competitive - Transfer Agency, Supervisor **Who we are looking for** The role holder will be responsible for the oversight of the Transfer Agency client service team of Associates, management of the client relationships and acting as a point of escalation for the team on any technical...