Process financial transactions accurately with Investia in Quebec or Montreal, using bilingual communication and strong organizational skills in a hybrid environment.
As a Transaction Technician, you will manage mutual fund and segregated fund processing while applying established control measures. The position suits candidates with financial services experience, attention to detail, and autonomy. You will communicate with advisors, clients, and business units across Canada while supporting accurate, timely files.
Key Responsibilities: Manage purchases and systematic withdrawals through full transaction processes
Process mutual and segregated fund transactions within service standards
Analyze reports and reconciliations to apply control measures
Handle complex files, adjustments, correspondence,



and referred complaints
Communicate with advisors, clients, and business units across Canada
Requirements: College diploma in Financial Services, Business Administration, or related field
Minimum two years of relevant experience
Solid organization, autonomy, initiative, and priority management skills
Fully bilingual in English and French
Comfort using computer applications and technology
Bring bilingual communication, transaction accuracy, and financial services experience to Investia’s Transaction Technician team in Quebec or Montreal.

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📌 Bilingual Financial Transactions Technician (Quebec City)
🏢 iA Financial Group
📍 Quebec City