Transaction Technician, Team Elite & Advanced Cases

iA Financial Group; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services company in Canada is seeking a Transaction Technician to manage complex transactions in individual savings and retirement. The ideal candidate will demonstrate strong analytical skills, attention to detail, and the ability to work efficiently in a team-oriented environment. Success in this role requires proficiency in various computer systems and a commitment to quality in processing requests.

Qualifications

• Medium or high complexity knowledge of individual savings and retirement processes.
• Met transaction quality requirements in current role.
• Comfortable navigating different computer systems.

Responsibilities

• Process complex transactions for individual contracts adhering to policies.
• Codify information accurately in computer systems.
• Participate in continuous improvement of existing processes.

Skills

Attention to detail

Analytical skills

Computer system proficiency

Ability to work under pressure

Team collaboration

Job description

Job Description

Business Unit: Transactional Processes, Individual Savings and Retirement/ Quebec/ Montreal/ Toronto/ Vancouver/ Permanent/ Full time/ Start date: as soon as possible

Are you known for your meticulous mind and analytical skills? Would you like to have an administrative position where your professional skills will be put to good use in a high-performance environment?

Look no further, we've got the job for you!

We are looking for a Transaction Technician to join the Elite and Advanced Cases team in the Individual Savings and Retirement administration’s team.

This role will allow you to:

• Bring your expertise to administrative tasks while processing various requests for complex transactions of individual contracts in compliance with the policies and procedures in effect;

• Use your meticulous mind by codifying information in computer systems (issues, deposits, changes, surrenders, etc.), while ensuring compliance of documentation related to the transactions;

• Leverage your expertise and precision in processing transactions for exclusive services;

• Process complex and varied requests in large numbers and within established timelines in an individual savings and retirement environment where products evolve rapidly, and tax laws are frequently updated;

• Participate in the continuous improvement of the processes and procedures in place;

• Improve your knowledge of the various processes (continuous learning).

You are the person we are looking for if:

• You have achieved medium or high complexity knowledge of one or more processes in the individual savings and retirement administration;

• You have met the transaction quality requirements related to your current role;

• You are comfortable with different computer systems;

• You demonstrate judgment, autonomy and attention to detail as well as excellent priority management skills;

• You are a fast learner and have a good ability to work under pressure;

• You work very well alone or in a team;

Are you interested in this offer and would like to be part of a dynamic pan-Canadian team? Don't wait any longer and apply now!

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

iA Financial Group

Posting End Date 2025-08-22 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 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.