Transaction Technician

Industrial Alliance Insurance and Financial Services Inc; Magog; Hybrid; CAD 42,000 - 54,000; Full time

Job summary

iA Financial Group is seeking a Transaction Technician to support accurate processing of financial transactions and control measures. The role emphasizes collaborating with advisors, clients, and internal teams in a bilingual, hybrid work environment across Canada.

The successful candidate will have a college diploma in a related field, at least two years of experience, and knowledge of mutual funds or financial services products. Strong organization and attention to detail are essential.

Qualifications

• Requires a college diploma in Financial Services, Business Administration, or a related field.
• Minimum of two years of relevant experience.
• Fully bilingual English and French for communications with colleagues, advisors, and clients across Canada.
• Familiarity with mutual funds and financial services products is a plus; accounting/tax knowledge is a plus.

Responsibilities

• Manage the full transaction process, including purchases and systematic withdrawals.
• Process mutual fund and segregated fund transactions within service standards.
• Ensure compliance with control measures through reports and reconciliations.
• Handle complex files, adjustments, correspondence, and client complaints.
• Communicate with advisors, clients, and business units; contribute to procedures.

Skills

Organizational skills

Autonomy

Prioritization

Attention to detail

Teamwork

Bilingual English/French

Mutual fund industry knowledge

Accounting & taxation knowledge

2 years of relevant experience

Education

College diploma in Financial Services, Business Administration, or related field

Job description

• Other Possible Location(s): Montreal, Quebec
• Job category: Transaction Services Operations - Generalist/Multidiscipline

Are you passionate about the financial services industry and looking to contribute to an organization whose purpose is to help clients feel confident and secure about their future?

As a Transaction Technician with Investia, you will play a key role in the accurate processing of financial transactions and the application of control measures. Your organizational skills, autonomy, and ability to manage priorities will enable you to make a meaningful contribution to the team's success.

This position is an excellent opportunity to showcase your expertise and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation.

What You Will Accomplish With Us

As a Transaction Technician, you will be at the heart of our mission. Your primary responsibilities will include:

• Managing the full transaction process, including purchases and systematic withdrawals;
• Processing mutual fund and segregated fund transactions within established service standards;
• Ensuring compliance with control measures through the analysis of reports and reconciliations;
• Handling complex files, adjustments, correspondence, and client complaints referred to the team;
• Communicating regularly with advisors, clients, and various business units across the organization;
• Collaborating in the development and implementation of administrative procedures.

What Could Help You Succeed in This Role

We are looking for someone who:

• Is recognized for strong organizational skills, autonomy, and the ability to effectively manage priorities;
• Demonstrates initiative, attention to detail, and a high level of accuracy;
• Has a collaborative mindset and strong teamwork abilities;
• Can manage stress effectively and maintain quality standards in a high-volume environment;
• Holds a college diploma in Financial Services, Business Administration, or a related field;
• Has a minimum of two years of relevant experience;
• Is comfortable using computer applications and technology. Training will be provided on internal systems;
• Has knowledge of the mutual fund industry and financial services products, which is considered an asset;
• Has knowledge of accounting and taxation, which is considered a strong asset;
• Is fully bilingual (English and French), as the incumbent will be required to communicate, process files, and exchange correspondence with both English- and French-speaking colleagues, advisors, and clients across Canada on a frequent basis.

Why You'll Love Working With Us

• A work environment where learning and development are combined with a shared pursuit of excellence;
• Generative AI tools available to everyone, helping enhance personal effectiveness and support organizational growth;
• A healthy, safe, equitable, and inclusive workplace where people can thrive and reach their full potential;
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring, modern workspaces;
• A dynamic team and stimulating environment within the financial services industry.

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.