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Operations Officer II

Canada, Ottawa 24.22 USD / Hour · Job Posted June 15, 2026
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Job Description

We are seeking a detail-oriented and analytical Operations Officer II to join our team in Ottawa. In this 100% back-office role, you will be responsible for managing financial requests and ensuring strict regulatory compliance for Registered Retirement Plans. Working within a collaborative team of 11–16 professionals, you will process high-volume requests while adhering to established service level agreements (SLAs). If you have a background in banking, a sharp eye for compliance, and a knack for precision, this is an excellent opportunity to grow your career with a leading financial institution.

Job Responsibility

  • Receive, review, and process operational and financial requests submitted through Salesforce from internal partners
  • Manage Registered Retirement Plans (RRSPs) in strict accordance with Canada Revenue Agency (CRA) guidelines
  • Ensure full compliance with all applicable financial regulations, policies, and tax deduction requirements
  • Accurately process withdrawals, transfers, and account updates related to retirement funds
  • Meet daily productivity and quality standards based on strict operational SLAs
  • Participate in brief daily team huddles (approx. 20 minutes) to align on targets and updates

Requirements

  • 2 to 4 years of experience working within a banking or financial institution
  • Solid professional background or familiarity with financial compliance activities
  • Strong hands-on experience with Microsoft 365 (specifically Excel, Word, and Outlook)
  • University degree in Business, Finance, or a related field (or equivalent professional experience)
  • Attention to Detail
  • Prioritization
  • Tech-Savvy
  • Team Player

Nice to have

  • Prior experience working with Salesforce
  • Familiarity with RRSP funds, CRA processes, and processing financial withdrawals
  • Canadian Securities Course (CSC) certification

What we offer

  • Top-Tier Experience: Gain valuable experience working within a leading financial institution
  • Great Team Culture: Join a highly collaborative, supportive, and structured team environment
  • Career Growth: Strong potential for contract extension or permanent conversion based on your performance and business needs
  • Work-Life Balance: Enjoy a predictable schedule with a hybrid work model (Fridays work-from-home) after your initial training period

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