Investia Financial Services Inc. is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. We offer a range of products and services associated with the distribution of mutual funds and segregated funds.
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Description complète de l’entreprise
Investia Financial Services Inc. is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. We offer a range of products and services associated with the distribution of mutual funds and segregated funds.
Candidates need strong attention to detail, the ability to work quickly and accurately, and fast learning with solid analytical skills. Windows and Office software, including intermediate Excel, are required, and a DEC in administration or accounting is an asset. Knowledge of mutual funds and financial services products is also an asset.
2+ ansDEC ou DEP en services financiers, administration ou domaine connexe; Deux années d'expérience pertinente; Connaissances en fiscalité liées aux feuillets fiscaux
2+ ansCandidates need a college diploma in Financial Services, Business Administration or a related field, at least two years of relevant experience, and advanced French. Strong organization, attention to detail and comfort with computer applications are required.
Computer applications, Internal systems (training provided)
2+ ansCandidates need two to three years of call centre or operations experience in the mutual fund industry, advanced French and strong written and verbal communication. Strong analytical, organizational and problem-solving skills and a completed IFIC Operations Course are an asset.
5+ ansCandidates need 5 to 7 years of experience in financial services, regulatory compliance or legal affairs, and strong knowledge of financial regulation. A bachelor's degree in law or a relevant discipline is required, and a professional designation is an asset.
5+ ansCandidates need at least five years of relevant professional experience, strong analytical and communication skills, and advanced English and French. Knowledge of Lean principles is an asset, and relevant education or equivalent practical experience is expected.
Investia Financial Services Inc. asks for current enrollment in a business, finance, accounting or related program, advanced French and English, strong Microsoft Office skills and good organization. Candidates should have analytical ability and be comfortable with SharePoint and collaborative tools.
Microsoft Excel, Microsoft Teams, SharePoint, Microsoft Outlook, Microsoft Word, Robotic Process Automation (RPA)