Operations Associate

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 collaborative 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.

• 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.

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• 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