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Working with one of our top financial clients, this role calls for a Banking Associate‑RRSP/Mutual Funds. This position offers a chance to contribute to critical operational processes within a leading financial institution, with potential for extension and conversion based on performance and business needs. You will be responsible for managing transfers and verifying documentation to ensure accuracy, supporting internal partners, and providing excellent service in a fast‑paced setting.

Pay rate range (CAD): $17.60/hr – $24.88/hr

Responsibilities

- Review and verify transfer documentation for accuracy and completeness
- Identify discrepancies or missing information and communicate findings to partners
- Advise internal partners on transfer‑related issues and support timely resolution
- Manage assigned transfer requests efficiently, adhering to SLA standards
- Collaborate with internal teams to ensure operational compliance and accuracy
- Maintain detailed records of transactions and processing activities
- Participate in daily team touchpoints and contribute to process improvement initiatives
- Ensure all activities comply with banking policies, procedures, and audit standards
- Adapt to technological changes and implement new process enhancements
- Demonstrate flexibility in handling high‑volume workloads within tight deadlines

Desired Skill‑Set





- 2–4 years of banking or financial institute experience
- Proficiency in Microsoft 365: Excel, Outlook, Word
- Experience with transfers/transactions in an operational context
- Strong attention to detail and accuracy
- Excellent verbal and written communication skills
- Analytical mindset with good organizational skills
- Ability to work independently and manage time effectively
- Good understanding of banking policies and processes

Nice to Have

- Experience in running Macros in Excel
- Familiarity with global and WSS platforms
- Knowledge of MM and FX products such as options, foreign exchange spots and forwards, money market deposits and loans

BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology‐enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision‑making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.

📌 Banking Associate-RRSP/Mutual Funds (Toronto)
🏢 BeachHead
📍 Toronto