Transaction Technician

iA Financial Group; Montreal; Hybrid; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work environment

Generative AI tools

Inclusive workplace

Flexible workspaces

Job summary

Investia Financial Services Inc. is seeking a Transaction Technician to help process financial transactions with accuracy and strong control measures. The role emphasizes autonomy, prioritization, and collaboration with advisors, clients, and internal teams across Canada.

Ideal candidates hold a college diploma in Financial Services or Business Administration, have at least two years of related experience, and are fully bilingual in English and French to communicate across the organization.

Qualifications

• Requires college diploma in Financial Services, Business Administration or related field.
• Minimum of two years of relevant experience.
• Fully bilingual in English and French.

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 various business units across the organization.
• Develop and implement administrative procedures.

Skills

Organizational skills

Autonomy

Prioritization

Attention to detail

Teamwork

Stress management

Education

Financial Services Diploma

Business Administration Diploma

Job description

Job Description

Build Your Future With Us

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.

Location(s)

Quebec / 1080, Grande Allee West

Other Possible Location(s)

Montreal / 1981 McGill College Avenue

Company

Investia Financial Services Inc.

Posting End Date

2026-10-30

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.