Talent.com
Operations Wealth Management Associate (Global Plus - Back Office Big 5 Bank)
Operations Wealth Management Associate (Global Plus - Back Office Big 5 Bank)TEKsystems • Pickering, Ontario, Canada
No longer accepting applications
Operations Wealth Management Associate (Global Plus - Back Office Big 5 Bank)

Operations Wealth Management Associate (Global Plus - Back Office Big 5 Bank)

TEKsystems • Pickering, Ontario, Canada
3 days ago
Job type
  • Full-time
Job description

Our client, one of the big 5 banks in Canada, is looking to hire back office Operations Wealth Management Associates to help support their corporate office located in the downtown Toronto area on a hybrid basis (In office once a month)

Must Have Experience / Skills :

  • Experience with Global Plus Software
  • Experience working with Registered or Non Registered Products (RRSP, TFSA, ETFs, etc.)
  • Strong Communication Skills (English - Written and Verbal)

Job duties include, but are not limited to the following :

Process daily investment transactions , including :

  • TFC (Tax‑Free Contribution) deposits
  • RRSP contributions and withdrawals
  • EFT (Electronic Funds Transfer) setups, changes, and cancellations
  • Other registered and non‑registered account transactions
  • Verify accuracy and completeness of all client instructions and documentation prior to processing.

    Review, reconcile, and validate financial entries in internal systems to ensure compliance with bank policies and regulatory standards.

    Maintain a high level of data integrity by accurately updating client profiles, account details, and transaction records.

    Serve as the primary point of contact for branch staff , providing support and guidance on :

  • Investment processing inquiries
  • Documentation requirements
  • Transaction status updates
  • Issue escalation and troubleshooting
  • Investigate and resolve processing discrepancies , working with branches and internal stakeholders to ensure timely resolution.

    Monitor workflow queues and prioritize tasks to meet service-level agreements (SLAs) and daily cut‑off times.

    Ensure compliance with internal controls, audit requirements, and industry regulations (e.g., CRA guidelines for registered accounts).

    Collaborate with internal teams , such as Operations, Compliance, and Client Services, to support seamless back‑office operations.

    Disclaimer

    The Company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 844 895-8598 or email However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting.

    #canadapriority26

    Job Type & Location

    This is a Contract to Hire position based out of Toronto, ON.

    Pay and Benefits

    The pay range for this position is $24.00 - $24.00 / hr.

    Workplace Type

    This is a hybrid position in Toronto,ON.

    À propos de TEKsystems et TEKsystems Global Services

    Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com.

    About TEKsystems and TEKsystems Global Services

    We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    Create a job alert for this search

    Operations Wealth Management Associate Global Plus Back Office Big 5 Bank • Pickering, Ontario, Canada

    Similar jobs
    Wealth Management Assistant — Start Your Investment Career

    Wealth Management Assistant — Start Your Investment Career

    Engineering Search Firm Inc • Oshawa
    Full-time
    A leading financial services firm located in Durham Region, Ontario, is looking for a full-time Investment Advisor Assistant. The role involves scheduling client meetings, preparing materials for th...Show more
    Last updated: 21 days ago • Promoted
    Strategy & Operations Leader - Drive Growth & Impact

    Strategy & Operations Leader - Drive Growth & Impact

    Autolux Ltd. • Pickering
    Full-time
    A growing organization in Pickering, Ontario, is seeking a Director of Strategy & Operations.This full-time position involves collaborating with senior leadership to develop and implement operation...Show more
    Last updated: 11 days ago • Promoted
    OPEN : Finance Modernization Workstream Lead

    OPEN : Finance Modernization Workstream Lead

    Cpus Engineering Staffing Solutions Inc. • Oshawa
    Full-time
    We are currently requesting resumes for the following position.Finance Modernization Workstream Lead.Wednesday, January 21st, 2026 (5 : 00PM EST). End-to-End Leadership : Lead the Finance workstream th...Show more
    Last updated: 24 days ago • Promoted
    Treasury Manager

    Treasury Manager

    Vaco by Highspring • Uxbridge, ON, CA
    Temporary
    Treasury Manager – 3 Month Contract.Implementation of daily cash positioning and forecasting to assist in communicating cashflows to various stakeholders’. Support M&A investment team on treasury st...Show more
    Last updated: 30+ days ago • Promoted
    Finance Manager

    Finance Manager

    Vaco by Highspring • Pickering, Ontario, CA
    Full-time +2
    Our client is looking for a Finance Manager for a 6-month project with potential to be hired full-time.Forensic Risk Assessment & "Line in the Sand" (First 14 Days). FY26 Opening Balance Audit : Perf...Show more
    Last updated: 3 days ago • Promoted
    Associate Relationship Manager, Business Banking

    Associate Relationship Manager, Business Banking

    Canadian Imperial Bank of Commerce • Oshawa
    Full-time +1
    You’ll report into the Senior Manager & Team Lead, Business Banking and will work closely with a Relationship Manager, Business Banking to support client origination, relationship and portfolio man...Show more
    Last updated: 23 hours ago • Promoted
    Independent Wealth Advisor — Build Your Own Practice

    Independent Wealth Advisor — Build Your Own Practice

    RBC Dominion Securities • Pickering
    Full-time
    A leading financial services company in Pickering seeks an Investment Advisor who will leverage RBC's resources to help clients achieve financial goals. This individual should have 4-6 years of outb...Show more
    Last updated: 24 days ago • Promoted
    Senior Banking Experience Lead

    Senior Banking Experience Lead

    Scotiabank • Pickering
    Full-time
    A leading bank in the Americas is seeking a Senior Customer Experience Associate in Ontario, Pickering.This role focuses on providing exceptional customer service, building strong relationships, an...Show more
    Last updated: 9 days ago • Promoted
    S / 4 HANA Finance Workstream Lead

    S / 4 HANA Finance Workstream Lead

    Vaco by Highspring • Oshawa, ON, CA
    Temporary
    Our client is sourcing a S / 4 HANA Finance Workstream Lead for a 24-month contract.Lead the finance-focused workstream throughout the full ERP / S / 4HANA program lifecycle—from early planning through d...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor : Build Your Client Base & High Earnings

    Wealth Advisor : Build Your Client Base & High Earnings

    RBC Dominion Securities • Oshawa
    Full-time
    A leading financial services firm is seeking an Investment Advisor in Oshawa, Ontario.This role focuses on building enduring relationships with clients, advising them on financial planning and inve...Show more
    Last updated: 24 days ago • Promoted
    OPEN : Finance Modernization Process Lead

    OPEN : Finance Modernization Process Lead

    Cpus Engineering Staffing Solutions Inc. • Oshawa
    Full-time
    We are currently requesting resumes for the following position.Finance Modernization Process Lead.Acts as the Finance-side owner for business process modernization, ensuring all Finance requirement...Show more
    Last updated: 24 days ago • Promoted
    Senior Financial Advisor — Pickering : Growth & Impact

    Senior Financial Advisor — Pickering : Growth & Impact

    Scotiabank • Pickering
    Full-time
    A leading bank in the Americas is seeking a Senior Financial Advisor at Pickering Town Centre to build strong customer relationships and develop personalized financial strategies.This role emphasiz...Show more
    Last updated: 24 days ago • Promoted
    Senior Consultant - Treasury

    Senior Consultant - Treasury

    Vaco by Highspring • Oshawa, ON, CA
    Temporary
    Our client is sourcing a Senior Consultant – Treasury for a 12-month contract.Support corporate treasury strategy covering cash management, debt financing, foreign exchange, and financial risk mana...Show more
    Last updated: 24 days ago • Promoted
    Personal Banking Associate

    Personal Banking Associate

    BMO • Oshawa
    Full-time
    Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...Show more
    Last updated: 16 days ago • Promoted
    Business Banking Associate - Relationship & Growth Support

    Business Banking Associate - Relationship & Growth Support

    Canadian Imperial Bank of Commerce • Scugog
    Full-time
    A leading Canadian bank is seeking an individual to support business banking processes, client relationships, and credit risk management. You will assist in financial analysis, business development,...Show more
    Last updated: 23 hours ago • Promoted
    Investment Associate

    Investment Associate

    BMO Financial Group • Oshawa
    Full-time +1
    A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customi...Show more
    Last updated: 6 days ago • Promoted
    Investment Advisor Associate

    Investment Advisor Associate

    Engineering Search Firm Inc • Oshawa
    Full-time
    Location : Oshawa, Ontario Area.Great opportunity to begin a career in the finance / investment field! Successful Wealth Management practice looking to hire a full time Investment Advisor Assistant....Show more
    Last updated: 21 days ago • Promoted
    Fractional CFO - Flexible, Portfolio-Based Leadership

    Fractional CFO - Flexible, Portfolio-Based Leadership

    The CFO Centre Canada • Oshawa
    Full-time
    A leading financial consulting firm in Central Ontario seeks experienced Portfolio CFOs to drive strategic impact and support growing businesses. This self-employed opportunity allows for a flexible...Show more
    Last updated: 24 days ago • Promoted