Process account openings with precision at iA Financial Group, validating documentation and applying regulatory requirements in a hybrid work environment. Support advisors through accurate, confidential file management and telephone service.

As an Operations Clerk, you will review account opening requests and validate required information and documentation. You will identify incomplete files, conduct follow-ups, and ensure compliance with KYC, AML, FATCA, and CRS requirements. This temporary six-month position may be extended.

Key Responsibilities:

- Review and process account opening requests
- Validate required information and documentation
- Identify incomplete files and conduct necessary follow-ups
- Ensure compliance with KYC, AML, FATCA, and CRS requirements




- Support advisors through telephone service and internal collaboration

Requirements:

- Relevant education or experience in administration or financial services
- Interest in the financial services industry
- Solid attention to detail and organizational skills
- Ability to manage multiple files and priorities
- Advanced English for daily communication across Canada

Apply your account opening, compliance, documentation, and communication skills as an Operations Clerk supporting iA Financial Group advisors.

📌 Account Opening Operations Clerk (Canada)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 Canada