Accounts Transfer Representative

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...

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 / 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...

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: -...

**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,...

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...

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 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...

Associate - Transfer Pricing Segal GCSE LLP is a rapidly growing mid-size accounting, tax, and business advisory firm headquartered in midtown Toronto. Our Firm is committed to growth by investing in our team, providing continuous learning and a positive, supportive work environment all with a focus on providing clients best-in-class client service. This...

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...

Job Description Please note: This role is designated as "Hybrid" as per our Dynamic Working Policy At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to...

**Insurance Account Representative****: - Desjardins Agent Team Member** Location: Toronto, ON Type: Full Time **Position Overview**: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Agent may be the career for you! **Responsibilities**: - Develop leads,...