Transfers and Deposits Technician

Temporary position of 15 months / Québec City / Hybrid

Build the future with us

Are you passionate about the financial services sector and eager to contribute to the purpose of a company dedicated to ensuring its clients feel confident and secure about their future? As a Transfers and Deposits Technician, you will play a key role in the smooth execution of transfer- and deposit-related operations, ensuring accuracy and efficiency at every step of the process.

Investia, our subsidiary specializing in financial services, is currently seeking a Transfers and Deposits Technician to join its Operations team. In this role, you will be responsible for processing incoming and outgoing transfers between dealers and will actively contribute to the efficiency of our operations, working closely with multiple internal and external stakeholders.

This position offers an excellent opportunity to showcase your skills and fully realize your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering a collaborative and innovative work environment.

What you’ll accomplish with us
As a Transfers and Deposits Technician, you will be at the core of our mission. Your main responsibilities will include:

• Ensuring the complete management of incoming and outgoing transfers (contributions, locking-in agreements, powers of attorney, deposits, etc.)

• Processing deposits related to bank transfers, group RRSPs, and more.

• Supporting the dealer’s administrative tasks: follow-ups with fund companies, reconciliation and correction of deposits, administration of RRSP loans, etc.

• Analyzing and processing fee reimbursements.

• Analyzing and processing mutual fund distribution changes.

• Communicating with other departments, the sales force, and advisors.

• Ensuring the proper functioning of automated processes (robots and programs).

What could accelerate your success in this role
We’re looking for someone who:

• Is recognized for their team spirit, customer service orientation, autonomy, organizational skills, and ability to work under pressure.

• Demonstrates strong ease with computer tools, including proficiency with the Microsoft Office suite and the ability to work with various systems and applications.

• Has relevant education and experience, holding a diploma in administration, financial services, or any other related field (an asset).

• Stands out for advanced French and English language skills, both spoken and written, due to frequent interactions with English and French speaking colleagues and clients across Canada.

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, including flexible group insurance, a competitive retirement plan, vacation plan, telemedicine, employee and family assistance program, discounts on iA products, and more!

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!