Operations Analyst

Location: Toronto, ON

Onsite Flexibility: Hybrid – 4 days in office Monday to Thursday, 1 day remote

Contract Details

- Position Type: Contract
- Contract Duration: 6 months (with potential for extension)
- Pay Rate: C$30.00–C$35.00 / Hour (CAD)
- Shift / Schedule: Monday to Friday, 8:30 AM – 5:00 PM
- Travel Requirements: Not required

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Job Summary

This role supports the TD Wealth Client Transfers team, which operates similarly to an outbound call centre. The team contacts other financial institutions to obtain status updates on clients transferring investment accounts to TD Wealth. Approximately 80% of the day is spent on the phone making outbound calls to financial institutions — there are no inbound calls and no sales responsibilities. The remaining 20% involves data entry functions, including updating in-house systems and working closely with ISM, Kofax (Imaging system), and in-house Case Management software. The contractor will have access to customer data. This is a collaborative, close-knit team of 20 members, and the role offers growth opportunities in a supportive setting. A full week of formal classroom training is provided, with ongoing team-lead support afterward. Performance is measured by deliverables and daily targets — the current target is approximately 60 outbound calls per day, which is an average rather than a rigid daily requirement; new hires are not expected to hit the target immediately.

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Key Responsibilities

- Make outbound calls to financial institutions and update internal systems
- Conduct timely and accurate follow-up on client transfers from other financial institutions into TD Wealth
- Perform data entry functions, including updating in-house systems and working closely on ISM, Kofax (Imaging system), and in-house Case Management software
- Interact with external parties (financial institutions) on a daily basis
- Participate in a daily 15-minute huddle




- Update tickets and carry out data entry duties with excellent verbal and written communication

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Required Skills

- Operations experience in banking/financial services
- Attention to detail and multi-tasking skills
- High technical aptitude
- Strong Excel skills — good understanding of using Excel spreadsheets (will be using spreadsheets with macros; must have strong technical skills to be able to pick up on learning macros during training)
- Excellent verbal and written communication skills for updating tickets and carrying out data entry duties
- Professional and interpersonal skills — phone experience is a strong must-have skill required for the role
- Comfortable spending most of the day on the phone
- Professional and collaborative attitude
- Strong organization and attention to detail
- Ability to multitask
- Adaptability and willingness to learn

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Preferred Skills

- Call centre experience
- Previous TD Wealth experience
- Previous experience with ISM, EIS, or Ticketing systems
- Banking experience
- Bilingual – French and English (French is an asset, not mandatory)
- Experience with macros (a significant plus)
- Experience handling financial products/transfers
- Background from banking/financial institutions, financial-services call centres/contact centres, client/account operations, or similar outbound calling roles

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Education Requirements

- University degree required; open to diploma or post-secondary graduates

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Required Experience





- 1–2 years of overall experience; the manager is flexible and will consider more experienced candidates — 5+ years of experience is not a disqualifier

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Work Environment / Physical Requirements

- Call centre environment with approximately 80% of the day spent on the phone making outbound calls
- Training involves approximately 3–4 days in office depending on how quickly the individual is progressing, with formal classroom training provided for approximately one week
- No overtime; no rotation
- Contractor will have access to customer data

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Important Notes

- Interview process: 2 rounds of interviews — virtual or onsite, likely 1 round onsite
- Internal TD systems will be taught during training; no requirement to already know TD's internal systems
- New hires start with a smaller workload and gradually increase as they become comfortable with the daily call target

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- Medical, Vision, and Dental Insurance Plans
- 401k Retirement Fund

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About the Client

This client is a leading financial services and banking organization operating across Canada, with a significant presence in major metropolitan markets including Toronto. The firm employs thousands of professionals across wealth management, client operations, contact centre, and technology functions, and serves hundreds of thousands of investment account clients annually. Team members include operations analysts, client transfer specialists, contact centre representatives, data entry professionals, and wealth management support staff who collaborate in fast-paced, agile environments.

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About GTT

GTT is a minority-owned staffing firm and a subsidiary of Chenega Corporation, a Native American-owned company in Alaska. We highly value diverse and inclusive workplaces and support Fortune 500 organizations across banking, financial services, technology, life sciences, biotech, utilities, and retail sectors throughout the U.S. and Canada.

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Job Number: 26-13568 Industry: Data & Analytics

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📌 Operations Analyst (Toronto)
🏢 The Client
📍 Toronto