Conseiller(ère) en conformité

ia; Quebec; Hybrid; CAD 50,000 - 55,000; Full time

Job summary

iA Financial Group in Canada is seeking a Transaction Technician to handle requests and transactions for individual annuity contracts. The role emphasizes accuracy, policy adherence, and timely processing in a fast-paced environment.

You will code and update system information, ensure documentation is compliant, and manage a high volume of diverse requests within service standards. A hybrid on-site work setup supports collaboration and growth.

Qualifications

• Experience in administrative, operational, or transaction-processing environments is considered an asset.
• Intermediate English proficiency required for daily communication with clients and internal teams.

Responsibilities

• Process redemption requests and transactions related to individual annuity contracts.
• Code and update information in computer systems (contracts, deposits, transfers).
• Ensure accuracy and compliance of documentation for transaction requests.

Skills

Attention to detail

Autonomy

Prioritization

Pressure handling

English (intermediate)

Job description

Job Description

Build the Future With Us

Are you passionate about the savings and retirement industry and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future? As a Transaction Technician , you will play a key role in processing transactions related to individual annuity contracts, ensuring the accuracy, compliance, and efficiency of administrative operations that support our clients and business partners.

This position is an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You'll Accomplish With Us

• Providing administrative expertise in processing various redemption requests and transactions related to individual annuity contracts while adhering to established policies and procedures.
• Applying your attention to detail by coding and updating information in computer systems (contract issuances, deposits, transfers, and other transactions).
• Ensuring the accuracy and compliance of documentation associated with transaction requests.
• Processing a high volume of diverse requests within established service standards and deadlines.
• Contributing to operational quality in a fast-paced individual savings and retirement environment where products evolve rapidly and tax regulations are frequently updated.

What Could Accelerate Your Success in This Role

• Is able to commute to the office and work on-site on a daily basis.
• Is recognized for their proficiency with various computer applications and systems.
• Stands out for their accuracy, meticulousness, and attention to detail.
• Demonstrates excellent judgment, autonomy, and strong prioritization skills.
• Is known for their ability to learn quickly and work effectively under pressure.
• Has relevant experience in an administrative, operational, or transaction-processing environment (considered an asset).
• Has an intermediate level of English proficiency, as the incumbent will be required to process transaction files, respond to clients and internal teams, and communicate with clients or financial institutions on a daily basis .

Why You'll Love Working With Us

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can flourish and be fully developed.
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.

The typical hiring range for this position is between $50,000 and $55,000; base salary may vary depending on knowledge, skills, years of experience, and internal equity. In addition to base compensation, this position may be eligible for a corporate bonus program and a comprehensive benefits package, including group insurance, a retirement savings plan, flexible time off, and wellness programs.

Location(s) Quebec / 1080, Grande Allee West

Other Possible Location(s) Vancouver / 988 Broadway West

Company

iA Financial Group

Posting End Date

2026-09-29

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, f