- Employer: iA Financial Group
- Office: 1981 McGill College Avenue
- Location: Montreal, Quebec
- Job category: Customer Service and Administrative Support
- Job ID: JR10028149
- Job type: Temporary Job
- Apply before: 2026-11-16

Description

Build the Future With Us

Are you passionate about group savings and retirement and eager to contribute to the purpose of a company committed to helping its clients feel confident and secure about their future? As an Insured Annuities Technician, you will play a key role in providing administrative support and ensuring the accurate processing of insured annuities for our plan members.

This position is a great prospect to showcase your skills and reach your full potential within a caring and trustworthy organization. Here, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation.

What You’ll Accomplish With Us

As an Insured Annuities Technician, you will be at the heart of our mission. Your main responsibilities will include:

- Enter and process transactions in various financial and administrative systems and perform reconciliations between them;
- Conduct thorough follow-ups on annuitant files and respond to various requests from customer service and plan members;
- Analyze documents related to insured annuities and payable benefits, calculate overpayments using Excel, and process files, including those related to the death of a plan member;
- Interpret insured annuity contracts as well as the laws and regulations applicable to pension plans;
- Perform annual and related tasks associated with the administration of insured annuities;




- Communicate in writing with plan members as needed;
- Actively participate in reviewing and optimizing processes using a continuous improvement (LEAN) approach and various job-aid tools.

What Could Accelerate Your Success in This Role

We are looking for someone who:

- Holds a college diploma or equivalent credential in a related field;
- Has 2 to 3 years of relevant experience related to the position;
- Is recognized for their thoroughness, attention to detail, and accuracy;
- Stands out for their autonomy and ability to collaborate within a passionate team;
- Is highly comfortable working with numbers and has strong mathematical skills;
- Is recognized for their analytical skills and strong writing abilities;
- Has an intermediate level of English proficiency, as the incumbent will be required to communicate in writing with unilingual English-speaking internal partners on a daily basis;
- Has a good command of the Microsoft Office suite, particularly Excel.

Why You’ll Love Working With Us

- A work workplace where learning and development come together with a shared pursuit of excellence;
- A healthy, safe, equitable, and inclusive environment where everyone can freely express and develop their potential;




- 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!

Get ahead of your career, where your talent belongs

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.

📌 Insured Annuities Technician (Montreal)
🏢 iA Groupe financier u002F iA Financial Group
📍 Montreal