Job Description
Insight Global is partnering with one of Canada's top banking institutions to hire a team of Operations Associates to support its Wealth Management division.
These are back-office roles focused on high-impact financial operations, ideal for individuals with a background in finance, banking, or administration who thrive in detail-oriented environments.
You'll be part of a team-oriented team that values growth, learning, and mutual support—perfect for professionals looking to build their careers in financial services.
If you're ready to join a top-tier financial institution and make an impact during a critical season, we'd love to hear from you.
What You'll Be Doing:
• Perform data entry, validation, and reconciliation
• Support administrative and operational processes
• Analyze financial information and ensure accuracy
Handle sensitive client data with discretion and precision
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.
We are an equal opportunity/affirmative action employer that believes everyone matters.
Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation,
gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
[email protected].
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
• Degree, Diploma, or Certificate in Finance, Business, Administration, E-commerce, or related field
• Beginner-level Excel skills (Pivot Tables, VLOOKUP)
• Strong written and verbal communication skills
Exceptional attention to detail and accuracy • 1–3 years of experience in banking or financial services (front-line or back-office)
• Intermediate to advanced Excel skills (Macros)
• Familiarity with Registered Products (TFSA, RRSP, RESP)
Knowledge of Mutual Funds, Audit & Reconciliation, and Canadian/U.S. tax processes
📌 Operations Associate (Richmond Hill)
🏢 Insight Global
📍 Richmond Hill