Our current job postings

Team Leader – Transfers and Deposits

  • Employer: iA Financial Group
  • Office: 1122, Grande-Allée Ouest
  • Location: Québec, Quebec
  • Job category: Transaction Services Operations - Generalist/Multidiscipline
  • Job ID: JR10014144
  • Job type: Permanent Job Full time
  • Apply before: 2022-08-19

Description

Sector: Transaction Services Operations/ Mode : Work from home/ Quebec-Ontario/ Start date: As soon as possible 

A great opportunity awaits for candidates interested in a position as Team Leader – Transfers and Deposits. Your mandate will be to support, train and guide your team in the processing of tasks to maintain service levels. You will also participate in strategic orientations by making recommendations based on operational realities.

On a day-to-day basis, you will work closely not only with members of the deposits and transfers team, but also with other Investia Financial Services operational teams.

As Team Leader, you will:

  • Act as the dedicated resource person for the transfers and deposits team.

  • Plan training to develop your team members and maintain service levels.

  • Review procedures and update them on the team’s Sharepoint.

  • Update, facilitate and maintain the daily DMS.

  • Analyze and resolve more complex requests from team members or customer service.

  • Establish projects and goals for the team, in line with the company’s objectives.

  • Identify opportunities for improvement and participate in continuous improvement workshops.

  • Participate in the recruitment of new transaction technicians, when necessary.

  • Provide recommendations for resolving complaints.

Desired profile

  • Bachelor’s degree and minimum 2 years experience in the financial services sector.

  • In-depth knowledge of financial products and strong technical skills.

  • Excellent communication and presentation skills, ability to convince and plan (written and oral skills).

  • Ability to work under pressure.

  • Excellent sense of organization, autonomy and teamwork.

  • Excellent knowledge of the Microsoft Office Suite.

  • Courses on investment funds in Canada or securities trading in Canada are an asset.

  • Excellent command of French and English for frequent interaction with French- and English-speaking colleagues, partners and clients across Canada.


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

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.