Operations Associate

Insight Global; Toronto; On-site; CAD 28,000 - 30,000; Full time

Job summary

Insight Global is partnering with a leading Canadian banking institution to hire Operations Associates for the Wealth Management division during tax season. These back-office roles focus on high-impact financial operations and are ideal for finance, banking, or administration professionals who thrive in detail-oriented environments.

The start date is the first week of October, with multiple teams and varying requirements.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Excel basics

Communication

Attention to detail

Education

Finance/Business/Administration education

Tools

Pivot Tables

VLOOKUP

Macros

Job description

Insight Global is partnering with one of Canada’s top banking institutions to hire a team of Operations Associates to support the expansion of 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 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.

*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

REQUIRED SKILLS AND EXPERIENCE

• 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 HAVE SKILLS AND EXPERIENCE

• 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

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

Pay range for this role is between $20 - 22/hr CAD.