Who Can Apply
- Candidates must be legally authorized to work in Canada
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 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
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. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & 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 & 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
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.