About the role
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.
Not the right fit? Search for Operations Associate jobs in Toronto, Ontario, Canada
About Insight Global
Insight Global is an international professional services and staffing company specializing in delivering talent and technical solutions to Fortune 1000 companies across the IT, Non-IT, Healthcare, and Engineering industries. Fueled by staffing and talent experts, Evergreen, our professional services brand, brings technical advisors and culture consultants to help customers tackle their biggest challenges. With over 70 locations across North America, Europe, and Asia, and global staffing capabilities in 50+ countries, our teams of tech-enabled recruiters are dedicated to finding the right talent and technical solutions to help our customers thrive. At our core, we are dedicated to empowering people to do great things. That’s why we’re passionate about developing our people personally, professionally, and financially so they can be the light to the world around them. n, Evergreen. To find out more, visit www.insightglobal.com
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About the role
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.
Not the right fit? Search for Operations Associate jobs in Toronto, Ontario, Canada
About Insight Global
Insight Global is an international professional services and staffing company specializing in delivering talent and technical solutions to Fortune 1000 companies across the IT, Non-IT, Healthcare, and Engineering industries. Fueled by staffing and talent experts, Evergreen, our professional services brand, brings technical advisors and culture consultants to help customers tackle their biggest challenges. With over 70 locations across North America, Europe, and Asia, and global staffing capabilities in 50+ countries, our teams of tech-enabled recruiters are dedicated to finding the right talent and technical solutions to help our customers thrive. At our core, we are dedicated to empowering people to do great things. That’s why we’re passionate about developing our people personally, professionally, and financially so they can be the light to the world around them. n, Evergreen. To find out more, visit www.insightglobal.com