Transfer and Deposit Technician

iA Financial Group; Toronto; Hybrid; CAD 45,000 - 65,000; Full time

Job summary

A leading financial services company is seeking a Transfer and Deposit Technician in Toronto. This role involves managing transfers, processing deposits, and supporting brokers with administrative tasks. The ideal candidate will be autonomous, organized, and bilingual in English and French. Competitive benefits and a hybrid work environment are offered.

Benefits

Group insurance

Competitive pension plan

Vacation program

Telemedicine

Employee and family assistance program

Qualifications

• Holds a diploma in administration, financial services, or has relevant experience.
• Good knowledge of Microsoft Office Suite.
• Intermediate proficiency in both English and French is required.

Responsibilities

• Managing all aspects of incoming and outgoing transfers.
• Processing deposits related to bank transfers and group RRSPs.
• Supporting administrative tasks for the broker.
• Communicating with various departments and stakeholders.

Skills

Autonomy

Organizational skills

Team spirit

Ability to work under pressure

Bilingual in English and French

Education

Diploma in administration or financial services

Tools

Microsoft Office Suite

Job description

Overview

Job Title Transfer and Deposit Technician

Build the future with us

Are you looking to invest yourself within Investia, our subsidiary specializing in financial services, and align with the purpose of a company that aims to make its clients feel confident and secure about their future? As a Transfer and Deposit Technician, you will play a key role in processing incoming and outgoing transfers between brokers, ensuring precision and efficiency at every step of the process. You will actively contribute to the smooth operation of our services and collaborate with various internal and external stakeholders.

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 conducive to collaboration and innovation.

What you’ll accomplish with us

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

• Managing all aspects of incoming and outgoing transfers (payments, locked-in agreements, powers of attorney, deposits, etc.)
• Processing deposits related to bank transfers, group RRSPs, etc.
• Supporting administrative tasks for the broker: follow-ups with fund companies, deposit reconciliation and corrections, RRSP loan administration, etc.
• Analyzing and processing fee reimbursements
• Validating banking information entered in client accounts
• Communicating with other departments, the sales force, and advisors
• Ensuring the proper functioning of automated processes (robots and programs)
• Performing various related tasks

What could help you succeed in this role

We’re looking for someone who:

• Holds a diploma in administration, financial services, or has relevant experience (an asset)
• Has a good knowledge of Microsoft Office Suite
• Is known for their autonomy and organizational skills
• Stands out for their ability to work under pressure
• Is recognized for their team spirit
• Intermediate proficiency in both English and French is required, as the role involves responding to and drafting emails and documentation in both languages for anglophone and francophone clients on a daily basis.

Why you’ll enjoy working with us

• A work environment where learning and development blend with a collective pursuit of excellence
• A healthy, safe, fair, and inclusive environment where your 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: Group insurance, a competitive pension plan, vacation program, telemedicine, employee and family assistance program, and much more!

Apply now and take charge of your career—where your talent truly matters!

Still hesitating to apply?

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’d love to get to know you!

Location(s) Québec, Québec; Other Possible Location(s) Toronto, Ontario

Company Investia Financial Services Inc. Posting End Date 2025-10-15

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