Operations Clerk – Account Opening

Industrial Alliance Insurance and Financial Services Inc; Montreal; Híbrido; CAD 42.000 - 62.000; Jornada completa

Descripción de la vacante

iA Financial Group in Canada is seeking an Operations Clerk - Account Opening to process and validate account opening requests while ensuring regulatory compliance.

The role emphasizes accuracy, confidentiality and collaboration with internal teams, with a focus on supporting advisors and maintaining high data quality. The position is temporary for 6 months with potential for extension, and offers a hybrid work environment.

Formación

• Relevant education or experience in administration or financial services.
• An interest in the financial services industry.
• Strong attention to detail, thoroughness and excellent organizational skills.
• The ability to manage multiple files and priorities.
• Strong communication and teamwork skills.

Responsabilidades

• 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.

Descripción del empleo

• Job category: Transaction Services Operations - Generalist/Multidiscipline

Are you passionate about financial services and looking to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future?

As an Operations Clerk - Account Opening, you will play a key role in processing and validating account opening requests while ensuring compliance with regulatory requirements and internal procedures.

This position is a great opportunity to showcase your skills and reach your full potential within a caring and trusted company. Here, people and their development are at the heart of our priorities, fostering an environment where collaboration and innovation can thrive.

What You’ll Accomplish With Us

As an Operations Clerk - Account Opening, you will be at the heart of our mission. Your main responsibilities will include:

• 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.

What Could Accelerate Your Success in This Role

We are looking for someone with:

• Relevant education or experience in administration or financial services;
• An interest in the financial services industry;
• Strong attention to detail, thoroughness and excellent organizational skills;
• The ability to manage multiple files and priorities;
• Strong communication and teamwork skills.

Advanced knowledge of English is required, as the person in this role will work with colleagues across Canada, clients and English-speaking partners on a daily basis.

Why You’ll Love Working With Us

• A work environment where learning and development come together with a shared pursuit of excellence;
• Artificial intelligence is in everyone's hands, helping you increase your personal efficiency while contributing to the organization's growth;
• A healthy, safe, equitable and inclusive environment where everyone can reach their full potential and grow;
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.

Temporary 6-month position, with the possibility of extension

Get ahead of your career, where your talent belongs

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

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, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us . Someone from our team will be happy to assist you.