Account Transfer Specialist Hybrid & Client Focused Toronto

Account Transfer Specialist Hybrid & Client Focused Toronto

26 Sep
|
iA Financial Group
|
Toronto

26 Sep

iA Financial Group

Toronto

iA Private Wealth Inc. is seeking an Account Transfers Administrator to process incoming and outgoing transfer documentation and perform quality control on ATON and non-ATON transfers.

You will ensure regulatory compliance and maintain service levels while communicating with clients and internal teams. The role requires 1–2 years of transfer experience, advanced English, and familiarity with ISM, ATON, CDS, and Fundcom is a plus.
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📌 Account Transfer Specialist Hybrid & Client Focused Toronto
🏢 iA Financial Group
📍 Toronto

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