Insight Global is looking for an operations associate to join the Payment Services Team for one of the Top Canadian Banks. This role will support the banks elevated peak season. This Individual will need to have 1-2 years of experience. The ideal Individual will check and reconcile information and documentation to ensure accuracy and completeness. They will need to have knowledge of registered products in Canada, such as TFSA and RSP. RESP. RRIF.

Required Skills & Experience

- Registered plan experience, knows different types of plans in Canada such as TFSA, RSP, RRIF, LIRA, LIF, RESP, etc.
- Can explain how register plans differ & are used, their purpose and understand contributions/withdrawals
- Very comfortable communicating with clients and senior management via MS Teams and Email
- Previous experience using ADP Broadridge application

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

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

📌 Operations Associate (Toronto)
🏢 Insight Global
📍 Toronto