- We are seeking detail-oriented, motivated, and collaborative Operations Associates to join a fast-paced Wealth Operations team in downtown Toronto.In this role, you will play a crucial part in the client onboarding and account transfer process. You will primarily be responsible for making outbound phone calls to third-party financial institutions to follow up on and track the status of client investment account transfers. This position operates in a mini-cWe are seeking detail-oriented, motivated, and collaborative Operations Associates to join a fast-paced Wealth Operations team in downtown Toronto.In this role, you will play a crucial part in the client onboarding and account transfer process. You will primarily be responsible for making outbound phone calls to third-party financial institutions to follow up on and track the status of client investment account transfers. This position operates in a mini-c
