Transaction Technician

Iaawg; Toronto; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Corporate bonus program

Comprehensive benefits package

Retirement savings plan

Flexible time off

Wellness programs

Job summary

iA Financial Group in Toronto is seeking a Transaction Technician to process redemption requests and transactions related to individual annuity contracts. You will ensure accuracy, compliance, and efficient administration supporting clients and partners in a hybrid work setting.

The role requires attention to detail, strong computer skills, and the ability to learn various systems. The team emphasizes collaboration and development within a supportive environment.

Qualifications

• Intermediate English proficiency required to process files and communicate with clients.
• Ability to commute and work on-site daily.
• Accurate, meticulous and detail-oriented.
• Good judgment, autonomy, and prioritization skills.
• Experience in administrative or transaction-processing environment preferred.
• Strong computer skills and ability to learn new systems.

Responsibilities

• Process redemption requests and transactions related to individual annuity contracts in accordance with policies.
• Code and update information in computer systems (issuances, deposits, transfers, etc.).
• Ensure accuracy and compliance of documentation for transaction requests.
• Handle a high volume of diverse requests within service standards and deadlines.
• Contribute to operational quality in a fast-paced savings/retirement environment with evolving products and tax regulations.

Skills

English (intermediate)

Attention to detail

Autonomy

Tools

ERP systems

Job description

Job Description Build the Future With Us

Are you passionate about the savings and retirement industry and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future? As a Transaction Technician, you will play a key role in processing transactions related to individual annuity contracts, ensuring the accuracy, compliance, and efficiency of administrative operations that support our clients and business partners. This position is an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You’ll Accomplish With Us

As a Transaction Technician, you’ll be at the core of our mission. Your main responsibilities will include:

• Providing administrative expertise in processing various redemption requests and transactions related to individual annuity contracts while adhering to established policies and procedures.
• Applying your attention to detail by coding and updating information in computer systems (contract issuances, deposits, transfers, and other transactions).
• Ensuring the accuracy and compliance of documentation associated with transaction requests.
• Processing a high volume of diverse requests within established service standards and deadlines.
• Contributing to operational quality in a fast-paced individual savings and retirement environment where products evolve rapidly and tax regulations are frequently updated.

What Could Accelerate Your Success in This Role

We’re looking for someone who:

• Is able to commute to the office and work on-site on a daily basis.
• Is recognized for their proficiency with various computer applications and systems.
• Stands out for their accuracy, meticulousness, and attention to detail.
• Demonstrates excellent judgment, autonomy, and strong prioritization skills.
• Is known for their ability to learn quickly and work effectively under pressure.
• Has relevant experience in an administrative, operational, or transaction-processing environment (considered an asset).
• Has an intermediate level of English proficiency, as the incumbent will be required to process transaction files, respond to clients and internal teams, and communicate with clients or financial institutions on a daily basis.

Why You’ll Love Working With Us

A work environment where learning and development merge with a collective pursuit of excellence. A healthy, safe, fair, and inclusive environment where potential can flourish and be fully developed. The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.

The typical hiring range for this position is between $50,000 and $55,000; base salary may vary depending on knowledge, skills, years of experience, and internal equity.

• In addition to base compensation, this position may be eligible for a corporate bonus program and a comprehensive benefits package, including group insurance, a retirement savings plan, flexible time off, and wellness programs.

Location(s) Toronto / 26 Wellington Street East Other Possible Location(s)

Company iA Financial Group Posting End Date 2026-09-24

Company Overview iA Financial Group*

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.

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.

Want to join the iA family, but there’s no job openings right now that match your profile? Let us know you’re interested!