A career as a Portfolio Associate, Modelled Accounts at National Bank Independent Network means acting as a key operational expert supporting modelled investment portfolios. This role allows you to ...
A career as a Portfolio Associate, Modelled Accounts at National Bank Independent Network means acting as a key operational expert supporting modelled investment portfolios. This role allows you to ...
Associate Private Banker
Mississauga, ON · On-site
CA$69K - CA$98K/yr
... operations, and related procedures. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive ...
Associate Private Banker
Mississauga, ON · On-site
CA$69K - CA$98K/yr
... operations, and related procedures. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive ...
Associate Private Banker
Brampton, ON · On-site
CA$69K - CA$98K/yr
... operations, and related procedures. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive ...
Associate Private Banker
Brampton, ON · On-site
CA$69K - CA$98K/yr
... operations, and related procedures. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive ...
The Work The Associate Director/Program Manager will be responsible for initiating and delivering ... Experience and understanding of regulations and operational support for Canadian Retail Banking ...
The Work The Associate Director/Program Manager will be responsible for initiating and delivering ... Experience and understanding of regulations and operational support for Canadian Retail Banking ...
Work closely with structuring, risk, operations, and technology teams to support product ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Work closely with structuring, risk, operations, and technology teams to support product ... Preferential banking services * Involvement in community initiatives * Telemedicine service
... and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange ...
Quick apply
... and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange ...
Personal Banking Associate - Mandarin Speaking
Toronto, ON · On-site
$36 - $54.50/hr
... to bank with BMO.As a lobby leader, assists in conducting client conversations about banking ... Supports operational activities (e.g. inventory management, escalated service requests, following ...
Personal Banking Associate - Mandarin Speaking
Toronto, ON · On-site
$36 - $54.50/hr
... to bank with BMO.As a lobby leader, assists in conducting client conversations about banking ... Supports operational activities (e.g. inventory management, escalated service requests, following ...
Capital Markets and treasury, Wealth management, Operations Location(s): Toronto A career as a Portfolio Associate, Modelled Accounts at National Bank Independent Network means acting as a key ...
Capital Markets and treasury, Wealth management, Operations Location(s): Toronto A career as a Portfolio Associate, Modelled Accounts at National Bank Independent Network means acting as a key ...
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Ancaster A career as a Wealth Associate at National Bank is a job where you can showcase your ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...
Ancaster A career as a Wealth Associate at National Bank is a job where you can showcase your ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...
Associate
CA$56K - CA$103K/yr
Banking Operations * Microsoft Office Advanced level of proficiency: * Data analysis tools * Financial analysis Salary : $56,000.00 - $103,500.00 Pay Type: Salaried The above represents BMO Financial ...
Associate
CA$56K - CA$103K/yr
Banking Operations * Microsoft Office Advanced level of proficiency: * Data analysis tools * Financial analysis Salary : $56,000.00 - $103,500.00 Pay Type: Salaried The above represents BMO Financial ...
Coordinate end-to-end execution with onboarding/implementation, client service, operations, and ... Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities ...
Coordinate end-to-end execution with onboarding/implementation, client service, operations, and ... Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities ...
Coordinate end-to-end execution with onboarding/implementation, client service, operations, and ... Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities ...
Coordinate end-to-end execution with onboarding/implementation, client service, operations, and ... Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities ...
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Work closely with structuring, risk, operations, and technology teams to support product ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Work closely with structuring, risk, operations, and technology teams to support product ... Preferential banking services * Involvement in community initiatives * Telemedicine service
Senior Wealth Associate
Toronto, ON · On-site
A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability ... branch operations. Your job: * Analyze clients' accounts to recommend business opportunities ...
Senior Wealth Associate
Toronto, ON · On-site
A career as a Senior Wealth Associate at National Bank is a job where you can showcase your ability ... branch operations. Your job: * Analyze clients' accounts to recommend business opportunities ...
Join a Challenger At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving ... Operational Excellence & Enablement * Build and refine processes, tools, and training to enable ...
Join a Challenger At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving ... Operational Excellence & Enablement * Build and refine processes, tools, and training to enable ...
Join a Challenger At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving ... Strong DevOps / development or security architecture knowledge, (prior hands-on technology ...
Join a Challenger At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving ... Strong DevOps / development or security architecture knowledge, (prior hands-on technology ...
... Associate to join the Change the Bank (CTB) group with Transaction services. The successful ... Liaise with Operations, Technology, Business and other key teams to define and review requirements
... Associate to join the Change the Bank (CTB) group with Transaction services. The successful ... Liaise with Operations, Technology, Business and other key teams to define and review requirements
Personal Banking Associate Trainee
Oshawa, ON · On-site
CA$45K - CA$61K/yr
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting ... Recommend improvements to work practices, branch operations and processes to enhance customer ...
Personal Banking Associate Trainee
Oshawa, ON · On-site
CA$45K - CA$61K/yr
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting ... Recommend improvements to work practices, branch operations and processes to enhance customer ...
Bank Operations Associate information
What does a bank operations associate do at a bank?
A bank operations associate is responsible for processing transactions, maintaining account records, and ensuring compliance with banking policies. They often use banking software and may handle tasks such as deposits, withdrawals, and account reconciliations to support smooth bank functions.
What is the difference between Bank Operations Associate vs Bank Teller?
| Aspect | Bank Operations Associate | Bank Teller |
|---|---|---|
| Primary Role | Supports back-office banking functions, processes transactions, manages accounts, and ensures compliance | Handles customer transactions, deposits, withdrawals, and provides basic banking services |
| Required Skills | Attention to detail, knowledge of banking procedures, data entry, and compliance | Customer service, cash handling, communication skills |
| Work Environment | Office setting, back-end operations | Branch front-line customer service |
| Certifications | Typically no specific certifications required, but familiarity with banking software is common | Usually no certifications required |
While both roles are essential in banking, Bank Operations Associates focus on back-office processes and compliance, whereas Bank Tellers interact directly with customers. Understanding these differences helps job seekers identify the right career path within banking operations.
Is bank operations a good career path?
Bank operations is a stable career that involves managing daily banking activities, processing transactions, and ensuring compliance. It often requires attention to detail, knowledge of banking software, and can offer opportunities for advancement within financial institutions.
What are the most commonly searched types of Bank Operations jobs in Toronto, ON? The most popular types of Bank Operations jobs in Toronto, ON are:
What cities near Toronto, ON are hiring for Bank Operations Associate jobs? Cities near Toronto, ON with the most Bank Operations Associate job openings:
Full-time
Medical, Retirement
Posted 17 days ago
Job description
A career as a Portfolio Associate, Modelled Accounts at National Bank Independent Network means acting as a key operational expert supporting modelled investment portfolios. This role allows you to have a direct impact on portfolio integrity, risk mitigation, and client experience through your expertise in portfolio administration, trade support, and investment operations.
You play a central role in ensuring that modelled account strategies are executed accurately and consistently, while supporting sponsor firms and internal partners in a highly regulated and fast-paced environment. You are at the intersection of data accuracy, operational excellence, and collaboration.
Your role
• Ensure the administration and operational integrity of modelled investment portfolios across multiple sponsor firms
• Coordinate and oversee portfolio rebalancing activities, including model updates, trade generation, and allocation validation
• Act as a primary point of contact for internal partners, trading desks, portfolio managers, and external sponsor firms on portfolio administration matters
• Manage reconciliation processes between portfolio management systems and the book of record to ensure accurate positions, pricing, performance, and reporting
• Investigate and process mandatory and voluntary corporate actions while ensuring accurate downstream reporting and risk mitigation
• Contribute to continuous improvement initiatives by identifying opportunities to optimize workflows, documentation, and operational processes
Your team
NBIN brings together specialists who work collaboratively and proactively to support investment programs while ensuring strong governance and operational rigor.
Within the Modelled Account Program department, you are part of a dedicated team supporting multiple sponsor firms and will report to the Manager, Modelled Account Program. The team stands out for its strong expertise in investment operations, its collaborative mindset, and its focus on precision and service quality.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Requirements
• Bachelor’s degree, combined with at least five years of relevant experience in wealth management, portfolio administration, or investment operations
• Experience working with portfolio management, portfolio accounting, custody, and/or client reporting systems
• Experience supporting trade processing, reconciliation, corporate actions, and fee administration in an investment operations environment
• Ability to collaborate effectively with internal and external partners
• Strong proficiency with Microsoft Office tools, specifically Excel
The current work schedule is hybrid in nature (four in office days). Full-time office presence is required during training. You may also be required to work from the office on a full-time basis, as business needs evolve.
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!