Transaction Technician

iA Financial Group; Montreal; Hybrid; CAD 47,000 - 50,000; Full time

Job summary

A major financial services provider is looking for a Transaction Technician in Montreal for a 6-month hybrid contract. This role involves processing transaction requests, handling documentation meticulously, and requires strong attention to detail. Candidates should be proficient with computer tools and possess an intermediate level of English. The compensation ranges from CA$47,000 to CA$50,000 per year, depending on qualifications and experience.

Qualifications

• Familiarity with various computer tools is essential.
• Intermediate English proficiency for communication with clients and internal teams is required.
• Ability to work under pressure in a fast-paced environment.

Responsibilities

• Contribute expertise to processing transaction requests.
• Code information in systems ensuring compliance with documentation.
• Process a diverse range of requests efficiently.

Skills

Attention to detail

Good judgment

Computer proficiency

Priority management

Ability to learn

Job description

Overview

Domains: Individual savings and retirement / 6-month contract, Full-time / Location: Montreal, Quebec / Mode: Hybrid / Start date: October 13

Are you known for your meticulous mind and attention to detail? Would you like an administrative position where your professional skills will be put to good use? Look no further, we have the job for you!

We are looking for a Transaction Technician for a 6-month contract, who will work under the supervision of the Assistant Director, Transaction Processes for the Individual Savings and Retirement sector.

After a few weeks of training, you will be able to:

• Contribute your expertise to administrative tasks when processing various transaction requests for individual annuity contracts in accordance with current policies and procedures;
• Put your meticulous mind to work by coding information in computer systems (contract issuance, deposits, transfers, etc.) while ensuring compliance with documentation related to transaction requests;
• Process a large number of varied requests within established deadlines in an individual savings and retirement environment where products evolve rapidly and tax laws are frequently updated.

You are the person we are looking for if:

• You are comfortable using various computer tools;
• You demonstrate good judgment, autonomy, and attention to detail, as well as excellent priority management skills;
• You have a good ability to learn and work under pressure;
• You are available 35 hours per week, Monday through Friday, and can start work on October 13.
• You have an intermediate level of English, as the person will be required to process transaction files, respond to clients and internal teams, and communicate with clients or financial institutions on a daily basis.

Compensation

The typical salary range for this position is between CA$47,000 and CA$50,000 per year; the base salary offered depends on the location and may vary based on skills, job-related knowledge, experience, and internal equity. All permanent iA employees are also eligible for an annual bonus.

At iA, we are committed to offering a fair and market-based compensation structure. Our market data is updated annually to reflect current market conditions.

Location: Québec, Québec

Other Possible Location(s): Montreal, Quebec, Toronto, Ontario, Vancouver, British Columbia

Company

iA Financial Group

Posting End Date 2025-10-03

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 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.