Hybrid Operations Clerk – Account Opening & Compliance

iA Financial Group; Montreal; Hybrid; CAD 42,000 - 56,000; Full time

Job summary

iA Financial Group in Montreal is seeking an Operations Clerk – Account Opening to process and validate account openings while ensuring regulatory compliance and data confidentiality.

You will review documents, confirm information, and follow up on incomplete files, supporting advisors and collaborating with internal teams across Canada. Excellent organizational and communication skills, attention to detail, and English proficiency are required; a hybrid work model is offered.

Qualifications

• Experience or education in administration or financial services.
• Strong attention to detail and organizational skills.
• Ability to manage multiple files and priorities.
• Fluent English required for cross-Canada collaboration.

Responsibilities

• Reviewing and processing account opening requests
• Validating required information and documentation
• Identifying incomplete files and conducting the necessary follow-ups
• Ensuring compliance with KYC, AML, FATCA and CRS requirements
• Supporting advisors and collaborating with internal teams
• Providing telephone support to our advisors
• Ensuring the accuracy, quality and confidentiality of files

Skills

Attention to detail

Organizational skills

Communication skills

Teamwork

English proficiency

Education

Administration or finance education

Job description

iA Financial Group in Montreal is seeking an Operations Clerk – Account Opening to process and validate account openings while ensuring regulatory compliance and data confidentiality.

You will review documents, confirm information, and follow up on incomplete files, supporting advisors and collaborating with internal teams across Canada. Excellent organizational and communication skills, attention to detail, and English proficiency are required; a hybrid work model is offered.