Position Description We are seeking a Financial Operations Associate to join our team. In this role, you will support the processing of financial transactions while delivering exceptional client service and ensuring operational accuracy. The ideal candidate has solid analytical and problem-solving skills, excellent communication abilities, and experience working with financial systems, particularly SAS.

You will investigate account-related inquiries, resolve operational issues, and collaborate with internal and external stakeholders to provide timely solutions. This role is hybrid and requires attendance at our downtown Toronto and/or client office a minimum of 1 day per week, subject to change. Your future duties and responsibilities Process financial transactions and registered accounts accurately and efficiently.

Utilize SAS and Trex applications to support daily operations, reporting, and account research.

Review and interpret client requests and supporting documentation, including letters of indemnity.

Investigate account and transaction discrepancies, identify root causes, and recommend appropriate resolutions.

Communicate effectively with clients and internal partners to resolve inquiries and provide operational support.

Ensure compliance with internal procedures, regulatory requirements, and service standards.

Contribute to process improvements while maintaining accuracy in a fast-paced, deadline-driven environment.

Required Qualifications To Be Successful In This Role 2-3 years of experience in a financial operations or back-office environment.

Strong proficiency with SAS and Trex applications.

Experience processing registered accounts, including RRSP, RESP, TFSA, FHSA,



Group, and Income Accounts.

Strong analytical, research, and problem-solving skills with excellent attention to detail.

Ability to interpret client documentation and investigate complex account or transaction issues.

Excellent client service and communication skills, with the ability to build effective relationships with internal and external stakeholders.

Strong organizational, time management, and multitasking skills.

Ability to work effectively under pressure in a fast-paced, deadline-driven environment.

Bilingualism (English/French) is considered an asset. CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level, geographic market, experience and training, and licenses and certifications.

Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $40,000-$90,000. This role is an existing vacancy opportunity. Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life.



That’s why we call ourselves CGI Partners rather than employees.

We benefit from our collective success and actively shape our company’s strategy and direction. Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. At CGI, we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs.

We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer, being able to perform your best during the recruitment process is important to us. If you require an accommodation, please inform your recruiter.

That same commitment to fairness extends to how we use technology. To support our recruitment team, AI tools may be used to help assess applications though they never replace human judgement. All hiring decisions remain entirely in the hands of our recruitment professionals.

To learn more about accessibility at CGI, contact us via email. Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries. Come join our team—one of the largest IT and business consulting services firms in the world.

📌 Financial Operations Associate (Toronto)
🏢 CGI
📍 Toronto