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Conseiller(ère) SI, Risque et conformité
iA Financial Group (Industrial Alliance)
Montreal, QC
- Full-time
Added 5 hours ago
IF
Administrateur(trice), transferts de comptes
iA Financial Group (Industrial Alliance)
Toronto, ON
- Temporary
Added 5 hours ago
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Directeur(trice) adjoint(e), Livraison de services TI, Épargne et retraite collectives
iA Financial Group (Industrial Alliance)
Quebec, QC
- Full-time
Added 5 hours ago
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iA Financial Group (Industrial Alliance)
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Directeur(trice) adjoint(e), Performance financière TI
iA Financial Group (Industrial Alliance)
Quebec, QC
- Full-time
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iA Financial Group (Industrial Alliance)
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iA Financial Group (Industrial Alliance)
Quebec, QC
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Account Transfer Administrator
iA Financial Group (Industrial Alliance)
Toronto, ON
- Temporary
Added 10 hours ago
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Conseiller(ère) en sécurité financière
iA Financial Group (Industrial Alliance)
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time
Added 10 hours ago
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Conseiller en sécurité financière
iA Financial Group (Industrial Alliance)
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time
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Conseiller(ère) en sécurité financière
iA Financial Group (Industrial Alliance)
Saint-Jérôme, QC · St-Jérôme, QC
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iA Financial Group (Industrial Alliance)
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iA Financial Group (Industrial Alliance)
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iA Financial Group (Industrial Alliance)
Montreal, QC
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iA Financial Group (Industrial Alliance)
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iA Financial Group (Industrial Alliance)
Quebec, QC
- Full-time
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iA Financial Group (Industrial Alliance)
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Added 1 day ago
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iA Financial Group (Industrial Alliance)
Quebec, QC
- Full-time
Added 1 day ago
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Business Improvement Advisor
iA Financial Group (Industrial Alliance)
Quebec, QC
- $66,862 to $115,371 CAD / year
- Full-time
Added 2 days ago
IF
Conseiller(ère) en sécurité financière
iA Financial Group (Industrial Alliance)
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time
Added 2 days ago
IF
Conseiller(ère) en sécurité financière
iA Financial Group (Industrial Alliance)
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time
Added 2 days ago
IF
Conseiller en sécurité financière
iA Financial Group (Industrial Alliance)
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time
Added 3 days ago
IF
Conseiller(ère) en architecture de solutions de sécurité
iA Financial Group (Industrial Alliance)
Quebec, QC
- Full-time

iA Financial Group (Industrial Alliance)

Account Transfer Administrator

Toronto, ON, Canada

Temporary

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Job details

Job type: Temporary
Apply by: Dec 3, 2026
Experience: Has 1 to 2 years of account transfer experience;
Posting language: English
Posted: Nov 3, 2026

Original job description

Description

Build the Future with Us

Are you driven by operations and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Account Transfers Administrator, you will play a key role in processing account transfers.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You'll Accomplish With Us

As an Account Transfers Administrator, you'll be at the core of our mission. Here are the main responsibilities:

Receive and process incoming and outgoing transfer documentation;
Perform quality control, initiate, follow up on and complete ATON and non-ATON transfers;
Maintain departmental service level agreements and adhere to applicable regulatory requirements;
Communicate clearly, both verbally and in writing, with clients, partners and operational teams;
Follow up on outstanding transfers, process rejected transfers and ensure timely resolution of pending files;
Review daily and weekly incoming and outgoing transfer reports;
Perform quality control of transfer documentation, cheque deposits, control account reconciliations and mutual fund bookings;
Open and distribute department mail, answer the department phone line and administer the department mailbox.

What Could Accelerate Your Success In This Role

We're looking for someone who:

Is known for strong written and verbal communication skills;
Stands out for a courteous and dynamic client service approach;
Demonstrates strong organization and attention to detail;
Is recognized for the ability to manage multiple priorities in a fast-paced environment;
Has 1 to 2 years of account transfer experience;
Has basic knowledge of ISM, ATON and CDS, considered an asset;
Has Fundcom knowledge, considered an asset;
Advanced level of English proficiency is required, as the incumbent will be required to communicate daily, both verbally and in writing, with English-speaking unilingual clients and partners.

Why You'll Love Working With Us

A work environment where learning and development merge with a collective pursuit of excellence;
AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

Competitive Benefits

Flexible group insurance plans
Competitive retirement savings plan
Employee share purchase plan
Vacation program, wellness days, and personal development days
Telemedicine services
Employee and Family Assistance Program (EFAP)
Ergonomic furniture program
Performance bonus
Discounts on iA products
And much more!

Apply Now and Get Ahead of Your Career, Where Your Talent Really Belongs!

Still Unsure About Applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!

The typical hiring range for this position is between $47,544 and $68,329 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role.

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More about this job

Responsibilities

Process and monitor incoming and outgoing account transfers, including ATON and non-ATON transfers, while meeting service-level and regulatory requirements. Review transfer reports and documentation, resolve pending or rejected files, perform related quality-control and reconciliation tasks, and support departmental mail and phone operations.

Requirements

Candidates should have 1 to 2 years of account transfer experience, strong written and verbal communication, a courteous client-service approach, and excellent organization and attention to detail. Basic knowledge of ISM, ATON, and CDS and knowledge of Fundcom are assets; advanced English proficiency is required for daily communication with English-speaking clients and partners.

Skills

Account Transfers
Transfer Documentation Processing
ATON Transfers
Non-ATON Transfers
Quality Control
Regulatory Compliance
Client Communication
Client Service
Organization
Attention To Detail
Multitasking
Transfer Follow-Up
Cheque Deposits
Account Reconciliation
Mutual Fund Bookings
Fundcom

Benefits

Group Insurance
Retirement Savings Plan
Employee Share Purchase Plan
Vacation Program
Wellness Days
Personal Development Days
Telemedicine Services
Employee and Family Assistance Program
Ergonomic Furniture Program
Performance Bonus
Product Discounts

Visa sponsorship

Not detected in the job text

Keywords

Account Transfers
ATON
Non-ATON Transfers
ISM
CDS
Fundcom
Transfer Documentation
Quality Control
Service-Level Agreements
Regulatory Requirements
Client Service
Transfer Follow-Up
Rejected Transfers
Transfer Reports
Cheque Deposits
Mutual Fund Bookings
Department Mailbox
Financial Services
English Proficiency

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