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Wealth Management Associate (Global Plus - Back Office Big 5 Bank)
TEKsystems
Full-time
Toronto, ON
other-general
Posted:
March 01, 2026
Location:
Toronto, ON, Canada
Job Description
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 in...
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 in...
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Apply Now Save for LaterJob Overview
Job Type:
Full-time
Location:
Toronto, Canada
Posted:
March 01, 2026
Deadline:
March 06, 2026