Operations Clerk – Account Opening

iA Financial Group; Montreal; Híbrido; CAD 42.000 - 56.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

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

Conocimientos

Attention to detail

Organizational skills

Communication skills

Teamwork

English proficiency

Educación

Administration or finance education

Descripción del empleo

Job Description Build the Future With Us

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

• 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

• 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

Location(s): Montreal / 1981 McGill College Avenue

Other Possible Location(s):

Company: iA Private Wealth Inc.

Posting End Date: 2026-11-22

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 of 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, 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, please Contact us here. Someone from our team will be happy to assist you with your needs.

Technology and Artificial Intelligence in Recruitment

To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice. As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.