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

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.

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