Banking Operations Associate (Toronto)

Banking Operations Associate (Toronto)

28 Aug
|
Insight Global
|
Toronto

28 Aug

Insight Global

Toronto

Title: Operations Associate

Location: Downtown Toronto

Model: Hybrid 1x a month in the office (subject to change)

Pay: $22/hour + paid stat holidays + 4% vacation pay on weekly pay + Manulife benefits

Start Date: Beginning of October

Contract length: 6+ months

Vacancy Status:

This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position

Description:

Insight Global is partnering with one of Canada’s top banking institutions to hire a team of Service Representatives to support its Wealth Management division during the busy Canadian tax season. 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 cooperative 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. Apply now and take the next step in your career!

*Please note the start date for this opportunity is the first week of October.



Please keep this in mind when applying, as commitment to the opportunity is of the utmost importance. We are hiring for multiple teams, and requirements will differ slightly based on the team mandate*

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

Must-Haves:

- 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

Nice-to-Haves:

- 2–3 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

Artificial intelligence tools are used to assist with in screening and assessing applicants for this position.

📌 Banking Operations Associate (Toronto)
🏢 Insight Global
📍 Toronto

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: banking operations associate (toronto) / toronto