Transfer and Deposit Technician

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!