New Graduates Entry Level Investment Processing - Hybrid DT

Our client is hiring Back Office Wealth Transfers Associates

Our client, one of Canada’s top five banks, is currently hiring Back Office Wealth Transfers Associates to support their corporate office in downtown Toronto.

• Hybrid role – in‑office in downtown Toronto 4 times a week (no exceptions).

The role reports directly to the Team Manager of Transfers Out and is responsible for processing the movement of funds between financial institutions. The Associate handles registered accounts such as RRSPs, RESPs, TFSAs and other retail investment accounts, ensuring accurate and timely processing of client transfer requests.

• Process 30–40 transfer requests per day (volume may vary).
• Perform data entry and data processing with a high degree of accuracy.
• Work from a queue of transfer requests assigned by the Team Lead.
• Ensure compliance with internal procedures and industry regulations.
• Communicate effectively with internal teams and external financial institutions as needed.

• Basic knowledge of investment products/procedures.
• Strong proficiency in Microsoft Excel (including macros, VBA, pivot tables).
• Excellent verbal and written communication skills.

• Previous bank teller experience.
• CSC certification (in progress or obtained).
• Previous back‑office financial services experience.

• Opportunity to gain valuable experience in financial operations.
• Supportive team environment with hands‑on training.
• Exposure to registered accounts and transfer processes across multiple financial institutions.

Contract to hire position based out of Toronto, ON.

Pay range: $22.00‑$22.00/hr.

Hybrid position in Toronto, ON.

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, please call 844‑895‑8598 or email the recruiter located at the bottom of the posting.

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.