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Accounts Trainee Jobs in Whitby, ON (NOW HIRING)

Management Trainee

Toronto, ON · On-site

CA$64K/yr

The Management Trainee will work closely with experienced managers to learn about Outside Sales ... The range takes into account factors that are considered in making compensation decisions including ...

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Accounts Trainee information

What is an accounts trainee?

Accounts Trainees are entry-level professionals who assist in various accounting and financial tasks within an organization. Their responsibilities typically include processing invoices, maintaining financial records, assisting with audits, and supporting senior accountants with administrative duties. This role helps individuals gain practical experience and knowledge in accounting practices, often serving as a stepping stone to more advanced positions in finance. Accounts Trainees usually work under supervision while learning industry regulations and software. The position is ideal for recent graduates or those starting a career in accounting.

What are typical tasks for an accounts trainee?

As an Accounts Trainee, you can expect to support the finance team with a variety of foundational tasks such as data entry, reconciling bank statements, assisting with invoice processing, and helping to maintain accurate financial records. You'll likely work under the supervision of senior accountants or finance managers, who will provide guidance and feedback as you learn. This hands-on experience is designed to familiarize you with standard accounting procedures, software systems, and the overall workflow of the finance department. Collaboration with other team members and departments is common, especially when gathering information or clarifying transaction details.

What skills and qualifications are needed to thrive as an accounts trainee?

To thrive as an Accounts Trainee, you need a basic understanding of accounting principles, numeracy skills, and a relevant educational background such as a degree or coursework in accounting or finance. Familiarity with accounting software like QuickBooks, Sage, or Microsoft Excel is typically required, and pursuing or holding foundational certifications (e.g., AAT) can be advantageous. Attention to detail, organizational skills, and a willingness to learn are crucial soft skills for excelling in this entry-level role. These skills ensure accurate financial record-keeping, effective support for senior accountants, and a solid foundation for career growth in the accounting field.

What is the difference between Accounts Trainee vs Accounts Clerk?

AspectAccounts TraineeAccounts Clerk
Required CredentialsHigh school diploma or equivalent; some roles may prefer ongoing accounting educationHigh school diploma; basic familiarity with accounting principles
Work EnvironmentTraining setting, often supervised, with learning opportunities in accounting processesOperational environment, handling routine accounting tasks
Employer & Industry UsageEntry-level position in finance and accounting departments across various industriesAdministrative and accounting support roles in organizations
Comparison Search IntentUnderstanding entry-level accounting roles and training opportunitiesClarifying routine accounting support tasks and responsibilities

In summary, an Accounts Trainee is an entry-level role focused on learning and developing accounting skills, often in a training environment. An Accounts Clerk, on the other hand, handles routine accounting tasks and supports daily financial operations. Both roles are common in finance departments but differ mainly in experience level and responsibilities.

What are the most commonly searched types of Accounts jobs in Whitby, ON?

The most popular types of Accounts jobs in Whitby, ON are:

What job categories do people searching Accounts Trainee jobs in Whitby, ON look for?

The top searched job categories for Accounts Trainee jobs in Whitby, ON are:

What cities near Whitby, ON are hiring for Accounts Trainee jobs?

Cities near Whitby, ON with the most Accounts Trainee job openings:

Infographic showing various Accounts Trainee job openings in Whitby, ON as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 18% Part Time, and 1% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution.

Insurance Account Representative Trainee

Matthew Jeninga - Desjardins Agent Intern

Oshawa, ON

CA$45K/yr

Full-time, Contractor

Re-posted 15 days ago


Job description

Insurance Account Representative

Desjardins Insurance Agency

Location: Oshawa, ON
Employment Type: Full-Time
Hours: 35 Hours Per Week
Training Compensation: $45,000 Annualized

Launch Your Career with Desjardins Insurance

Are you energetic, customer-focused, and ready to build a rewarding career in the insurance industry?

Our Desjardins Insurance Agency is seeking motivated individuals to join our team as Insurance Account
Representative Trainees in a fully paid 3-month training program. Through structured learning, hands-on
experience, mentorship, and personalized coaching, you will develop the skills, knowledge, and confidence
needed to succeed in a client-focused insurance role.

This opportunity is ideal for individuals who enjoy helping people, building relationships, and growing
professionally in a supportive and team-oriented environment.

Successful trainees will have the opportunity to transition into a permanent full-time Insurance Account
Representative position, providing a clear pathway to a long-term and rewarding career with our agency.

What You'll Do

• Participate fully in training sessions focused on Desjardins products and services, client service excellence,
sales and relationship-building techniques, and agency operations and processes.
• Provide professional customer service to existing and prospective clients in person and over the phone.
• Assist with policy inquiries, servicing, appointment scheduling, client follow-up activities, and administrative
support.
• Learn to identify client needs and recommend appropriate insurance solutions.
• Maintain accurate client records and support daily agency operations.
• Meet training milestones while embracing coaching, feedback, and continuous learning.

Who We’re Looking For

Preferred Qualifications
• Experience in client service, retail, hospitality, sales, banking, or office administration.
• High school diploma or equivalent; post-secondary education is an asset.
• Basic computer proficiency including Microsoft Office and web-based applications.
• Insurance or financial services experience is an asset but not required.

Key Skills & Attributes
• Excellent verbal and written communication skills.
• Strong interpersonal skills and professionalism.
• Ability to multitask in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.
• Positive attitude, coachability, and commitment to growth.
• Ability to work independently and collaboratively.

Training & Development

Comprehensive onboarding, insurance fundamentals, product education, sales and relationship-building skills,
agency systems training, compliance education, personalized mentorship, performance coaching, and ongoing
development opportunities.

Career Opportunity

This program is designed to prepare high-potential candidates for a permanent Insurance Account
Representative role within the agency.

Individuals who successfully complete the training program and transition into a permanent position will have
access to:
• Competitive base salary
• Performance-based bonus opportunities
• Commission and incentive earnings
• Ongoing professional development and mentorship
• Career advancement opportunities

What We Offer

• Paid full-time training at an annualized salary of $45,000
• Comprehensive insurance and product education
• Structured onboarding and professional development
• One-on-one mentorship and ongoing coaching
• Hands-on client service and sales experience
• Supportive, collaborative team environment
• Opportunity to secure a permanent full-time Insurance Account Representative position upon successful
completion of the program

Eligibility Requirement

Candidates must be legally eligible to work in Canada.

Important Information

You will be hired to work at The Personal Insurance Company ("The Personal") for a period of up to 90 days to
allow you to complete training and licensing.

If training and licensing are successfully completed, you will be considered for employment with an independent
contractor for a Desjardins Agent.

We welcome applications from people with disabilities. Accommodations are available upon request for
applicants in all aspects of the recruitment process.

Start Your Career with Desjardins Insurance

If you are motivated to learn, passionate about helping people, and eager to build a long-term career in a
professional and supportive environment, we encourage you to apply.

Take the first step toward a rewarding career with Desjardins Insurance today.