Wealth Services Representative (Banking)

Toronto, Ontario

Employment Type: Temporary Industry: Accounting Job Number: 62931

Our client, a leading financial institution, is looking for a Wealth Services Representative  to join their team for a 1 year contract!

Opportunity Number: #62931
Location: Toronto, On - Bloor Street W @ Bay Street
Pay Rate: $18.00/hr (paid weekly) 
Hours of Work: Monday to Friday 8:30am - 5:00pm?
Contract Duration: 1year

Must have good credit history and clear criminal record

Job Responsibilities:

  • Process transactions accurately and on time 
  • Escalate processing issues where necessary to ensure a high level of service is maintained 
  • Serve clients as required – adhere to Service Level Agreements (SLA) and internal service delivery standards 
  • Follow firm and industry regulations and operating practices in completing and recording transactions for either the firm or clients 
  • Identify opportunities to improve service delivery and support process improvement initiatives 
  • Participate fully as a member of the team, promote team effectiveness, and contribute to a positive work environment 
  • Multi-task with multiple applications 
  • Adapt to fast paced environment/ under pressure / high volumes 
  • Ensure documentation prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations 
  • Complete investigations – report/escalate risk issues identified or process gaps 
  • Know and apply system capabilities, ensure upload/download of information is completed timely and accurately 
  • Assist in analysis, development, testing, and implementation of operating and process improvements

Job Requirements:

  • Sound knowledge of CRA Registered Plans (RRSP, TFSA, RRIF, RESP & RDSP) guidelines 
  • Knowledgeable on Registered Plans Products, Pension Acts-Provincial and Federal 
  • Strong organizational and time management skills 
  • Highly motivated team player, quick learner with strong attention to detail 
  • Intermediate to Advanced proficiency in Microsoft Office Suite, including but not limited to, Vlookup, Pivot tables and reporting, formula auditing and SUM/if formula. 
  • Advanced Keyboarding 
  • Successful completion of the Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC) an asset 
  • Proficiency in ISM, SMS, Electronic Imaging Services (EIS) an asset 
  • Working knowledge of the securities industry, including product knowledge of account types and their functionality an asset 
  • Proven Telephone etiquette – Call Centre experience an asset 
  • Proficiency in spoken and written communication


  • Post-Secondary education required (University degree an asset) 
  • Previous banking experience

To apply, please click Apply Online or submit your resume by email to: BMRresume@bagg.com

View all of our job postings at www.bagg.com 

Accommodations are available upon request to support your participation during all stages of the recruitment process.

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