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

Our client, one of the big 5 banks in Canada, is looking to hire back office 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.

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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.