Transactions Technician

iA Financial Group; Toronto; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

A leading financial services company in Toronto is seeking a Transactions Technician to ensure timely processing of electronic transactions while maintaining accurate data entry. The ideal candidate will have 3–5 years of experience in the mutual fund sector and strong organizational skills. This role offers a hybrid work environment with opportunities for professional development.

Benefits

Healthy and inclusive work environment

Flexible workspaces

Learning and development opportunities

Qualifications

• 3–5 years of experience in the mutual fund industry.
• Known for accuracy and attention to detail in data entry.
• Familiarity with mutual fund operations and administration.

Responsibilities

• Ensure timely placement of electronic transactions and trades.
• Process non-financial requests accurately.
• Enter client and KYC information using the back-office system.

Skills

Attention to detail

Organizational skills

Problem-solving skills

Ability to work in a fast-paced environment

Tools

Winfund

Synergize

Fundserv

Job description

Job Description

What you’ll accomplish with us

As a Transactions Technician, you’ll be at the core of our mission.

Here are the main responsibilities:

• Ensure the proper and timely placement of electronic transactions/trades (redemptions, switches, purchases) while meeting daily deadlines.
• Process non-financial requests accurately and efficiently.
• Enter client and KYC information using our back-office system (Winfund) in a timely manner.
• Prepare daily transaction documents and maintain organized records.
• Collaborate closely with our Client Services Team and the dealer’s head office.
• Communicate with various fund companies as required.
• Perform other duties as assigned.

What could accelerate your success in this role

We’re looking for someone who:

• Has 3–5 years of experience in the mutual fund industry. known for their accuracy and attention to detail in data entry.
• Stands out for their ability to work in a fast-paced environment and manage multiple priorities.
• Demonstrates strong organizational and problem-solving skills.
• Is recognized for their positive attitude and collaborative approach.
• Possesses knowledge of mutual fund operations and administration, including trade processing, settlement, trust accounting, and various plan types (RSP, TFSA, etc.).
• Familiarity with Winfund, Synergize, and Fundserv is an asset.

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.

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

Still unsure about applying? 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)

Toronto, Ontario

Other Possible Location(s)

Montreal, Quebec, Toronto, Ontario

Company

Investia Financial Services Inc.

Posting End Date

2025-11-24

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.

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.