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
- Robust 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.

📌 Bilingual Financial Transactions Technician (Canada)
🏢 iA Financial Group
📍 Canada