Operations Clerk – Account Opening

Build the Future With Us

Are you passionate about financial services and looking to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future?

As an Operations Clerk – Account Opening, you will play a key role in processing and validating account opening requests while ensuring compliance with regulatory requirements and internal procedures.

This position is a great opportunity to showcase your skills and reach your full potential within a caring and trusted company. Here, people and their development are at the heart of our priorities, fostering an environment where collaboration and innovation can thrive.

What You’ll Accomplish With Us

As an Operations Clerk – Account Opening, you will be at the heart of our mission. Your main responsibilities will include:

• Reviewing and processing account opening requests;
• Validating required information and documentation;
• Identifying incomplete files and conducting the necessary follow-ups;
• Ensuring compliance with KYC, AML, FATCA and CRS requirements;
• Supporting advisors and collaborating with internal teams;
• Providing telephone support to our advisors;
• Ensuring the accuracy, quality and confidentiality of files.

What Could Accelerate Your Success in This Role

We are looking for someone with:

• Relevant education or experience in administration or financial services;
• An interest in the financial services industry;
• Strong attention to detail, thoroughness and excellent organizational skills;
• The ability to manage multiple files and priorities;
• Strong communication and teamwork skills.

Advanced knowledge of English is required, as the person in this role will work with colleagues across Canada, clients and English-speaking partners on a daily basis.

Why You’ll Love Working With Us

• A work environment where learning and development come together with a shared pursuit of excellence;
• Artificial intelligence is in everyone’s hands, helping you increase your personal efficiency while contributing to the organization’s growth;
• A healthy, safe, equitable and inclusive environment where everyone can reach their full potential and grow;
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.

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

Hesitating to Apply?

At iA, we believe in potential and value diverse experiences. If this role inspires you, take the leap and apply. Your place may be with us, and we want to get to know you!

Temporary 6-month position, with the possibility of extension