This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
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