Process mutual fund and segregated fund transactions with accuracy as a Transaction Technician at Investia, supporting advisors and clients across Canada. Hybrid work is available.
As part of Transaction Services Operations, you will manage transaction processing within established service standards. Your work includes purchases, systematic withdrawals, reports, reconciliations, and control measures. You will also handle complex files while communicating with advisors, clients, and internal business units.
Key Responsibilities: Process mutual fund and segregated fund transactions
Manage purchases and systematic withdrawals within service standards
Review reports and reconciliations for control compliance
Resolve complex files, adjustments, correspondence,



and referred complaints
Help develop and implement administrative procedures
Requirements: Financial Services, Business Administration, or related college diploma
At least two years of relevant experience
Knowledge of mutual funds and financial services products
Accounting and taxation knowledge considered a robust asset
Comfort with technology and internal systems training
Apply your mutual fund knowledge, transaction accuracy, and organizational abilities within Investia’s financial services operations.

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📌 Mutual Fund Transaction Operations Technician (Quebec City)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 Quebec City