Wealth Management Associate; Global Plus - Back Office Bank

Overview

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

• 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:

• 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.

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

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

This is a 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, sexual orientation, gender identity, genetic information or any characteristic protected by law.