Wealth Operations Transfers Associate (Hybrid DT Toronto)

Our client, one of the big 5 banks in Canada, is hiring a Wealth Operations Associate to support back-office processing within a fast-paced financial services environment. This role is hybrid, with the expectations of working in the office 1 day a week (downtown Toronto).

This is a non-customer-facing, back-office role focused on processing transactions, reviewing account documentation, managing service requests, and supporting internal business teams. The successful candidate will work closely with internal stakeholders to ensure all requests are completed accurately, efficiently, and in accordance with internal procedures, compliance requirements, and service-level expectations.

Key Responsibilities

• Review client account details, transfer forms, supporting documentation, and transaction instructions for accuracy, completeness, and compliance

• Process back-office service requests related to registered and non-registered investment products, including account transfers, updates, and maintenance activities

• Support the processing of inbound and outbound transfers across registered accounts such as RRSPs, TFSAs, RRIFs, RESPs, and non-registered investment accounts

• Validate transfer documentation, account ownership details, client information, and product requirements before submitting requests for processing

• Manage daily assigned work through internal ticketing systems, ensuring transfer and operational requests are actioned within required timelines

• Enter, update, and maintain accurate client, account, and transfer information across internal banking and processing systems

• Review estate, legal, beneficiary, and account-related documentation to support transfer and account processing requirements

• Monitor transfer requests, follow up on outstanding items, and track progress to ensure files move through the workflow efficiently

• Identify documentation gaps, processing issues, rejected items, or discrepancies, and escalate concerns to the appropriate internal teams when needed

• Ensure all transfer and account processing activities are completed in accordance with internal policies, regulatory requirements, and service-level agreements

• Communicate with internal teams, branches, advisors, operations groups, and processing partners through email, phone, and internal messaging platforms

Ideal Candidate Profile

• 6+ Months in previous banking/financial services/wealth management experience (having a CSC/CRE counts as well)
• Strong written and verbal communication skills
• Knowledge of everyday computer systems and software (Microsoft Office, Teams, Etc.)

#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 $ - $

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

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Utilisation de l’intelligence artificielle (IA): Nous pouvons utiliser l’intelligence artificielle (IA) pour soutenir certaines étapes de notre processus d’embauche, notamment la recherche, la présélection et l’évaluation des candidatures. L’IA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.

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

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.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à l’aide d’outils d’IA.