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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
- Temporary
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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)
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Added 4 days ago
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Conseiller(ère) en sécurité financière
iA Financial Group (Industrial Alliance)
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time
Added 4 days ago
IF
Conseiller en sécurité financière
iA Financial Group (Industrial Alliance)
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time

iA Financial Group (Industrial Alliance)

Operations Clerk – Account Opening

Montreal, QC, Canada

Temporary

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Job details

Job type: Temporary
Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

Description

Build the Future With Us

Are you passionate about financial services and looking to contribute to the purpose of a company that strives to ensure its clients feel confident and secure about their future?

As an Operations Clerk – Account Opening, you will play a key role in processing and validating account opening requests while ensuring compliance with regulatory requirements and internal procedures.

This position is a great opportunity to showcase your skills and reach your full potential within a caring and trusted company. Here, people and their development are at the heart of our priorities, fostering an environment where collaboration and innovation can thrive.

What You’ll Accomplish With Us

As an Operations Clerk – Account Opening, you will be at the heart of our mission. Your main responsibilities will include:

Reviewing and processing account opening requests;
Validating required information and documentation;
Identifying incomplete files and conducting the necessary follow-ups;
Ensuring compliance with KYC, AML, FATCA and CRS requirements;
Supporting advisors and collaborating with internal teams;
Providing telephone support to our advisors;
Ensuring the accuracy, quality and confidentiality of files.

What Could Accelerate Your Success In This Role

We are looking for someone with:

Relevant education or experience in administration or financial services;
An interest in the financial services industry;
Strong attention to detail, thoroughness and excellent organizational skills;
The ability to manage multiple files and priorities;
Strong communication and teamwork skills.

Advanced knowledge of English is required, as the person in this role will work with colleagues across Canada, clients and English-speaking partners on a daily basis.

Why You’ll Love Working With Us

A work environment where learning and development come together with a shared pursuit of excellence;
Artificial intelligence is in everyone’s hands, helping you increase your personal efficiency while contributing to the organization’s growth;
A healthy, safe, equitable and inclusive environment where everyone can reach their full potential and grow;
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!

Temporary 6-month position, with the possibility of extension

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More about this job

Responsibilities

Review and process account opening requests, validate information and documentation, and follow up on incomplete files. Ensure compliance with KYC, AML, FATCA, and CRS requirements while supporting advisors and internal teams and maintaining accurate, confidential records.

Requirements

Relevant education or experience in administration or financial services is sought, along with an interest in the financial services industry. Candidates should have strong attention to detail, organizational, communication, and teamwork skills, be able to manage multiple priorities, and have advanced English proficiency.

Skills

Attention To Detail
Thoroughness
Organization
File Management
Prioritization
Communication
Teamwork
Document Validation
Regulatory Compliance
KYC
AML
FATCA
CRS
Telephone Support
Confidentiality

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Account Opening
Account Opening Requests
Administration
KYC
AML
FATCA
CRS
Regulatory Compliance
Documentation
Document Validation
File Processing
File Follow-Up
Advisor Support
Telephone Support
Confidentiality
Accuracy
Quality Assurance
Prioritization
Teamwork
Advanced English
Artificial Intelligence

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