Transaction Technician to join the Elite and Advanced Cases

iA Financial Group; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian financial services firm is seeking a Transaction Technician to handle complex administrative tasks related to individual savings and retirement. The role requires attention to detail, autonomy, and the ability to work under pressure. Candidates should have experience in banking or finance, with proficiency in English and French. This opportunity offers a hybrid work environment and competitive benefits including flexible group insurance and a pension plan.

Benefits

Flexible group insurance

Competitive pension plan

Stock purchase plan

Vacation and wellness days

Telemedicine

Employee and family assistance program

Performance bonus

Discounts on products

Qualifications

• 2-5 years of experience in the banking or finance domain.
• Medium or high complexity knowledge of individual savings and retirement processes.
• Intermediate level of English/French.

Responsibilities

• Process complex transactions of individual contracts in compliance with procedures.
• Codify information in computer systems, ensuring documentation compliance.
• Participate in continuous improvement of processes.

Skills

Attention to detail

Judgment

Autonomy

Ability to work under pressure

Job description

Job Description

Job Title

Transaction Technician to join the Elite and Advanced Cases

Build the future with us

Are you driven by Individual Savings and Retirement and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Transaction Technician to join the Elite and Advanced Cases, you will play a key role in the administrative tasks where your professional skills will be put to good use.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. 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

• 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;

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their medium or high complexity knowledge of one or more processes in the individual savings and retirement administration;
• Stands out for their strong judgment, autonomy, and attention to detail.
• Demonstrates judgment, autonomy and attention to detail as well as excellent priority management skills;
• Is recognized for their good ability to work under pressure;
• Has 2-5 years of experience in the banking of finance domain.
• You have intermediate level of English/French, as the person will be required to collect written information via a platform for requests from unilingual English/French-speaking advisors 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 be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs!

For positions posted in British Columbia

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

Location(s)

Québec, Québec

Other Possible Location(s)

Montreal, Quebec, Toronto, Ontario, Vancouver, British Columbia

Company

iA Financial Group

Posting End Date

2025-11-21

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, Contact us here. Someone from our team will be happy to assist you with your needs.