WFG- Administration

WFG Admin (Summer Student)

Build the future with us

Are you driven by delivering accurate, high-quality administrative support and eager to contribute to an organization that helps clients feel confident and secure about their financial future? As a WFG Admin (Summer Student) , you will play a key role in supporting daily administrative and operational activities related to client onboarding and mutual fund processing.

This position is a great opportunity to showcase your attention to detail, organizational skills, and interest in the financial services industry while gaining hands-on experience in a fast-paced and collaborative environment. Here, people and their development are at the heart of our priorities, fostering an environment that encourages teamwork, learning, and continuous improvement.

What you'll accomplish with us

As a WFG Admin (Summer Student) , you'll be at the core of our administrative operations. Your main responsibilities will include:

• Ensuring the proper and timely placement of electronic documents while meeting daily processing deadlines
• Processing non-financial requests accurately and efficiently
• Performing data entry by setting up clients and Know Your Client (KYC) information in the back-office system (Winfund)
• Preparing daily transaction documents
• Working closely with the Client Services team as well as the dealer's Head Office
• Communicating with various fund companies as required
• Completing other administrative duties as assigned

What could accelerate your success in this role

We're looking for someone who:

• Is known for their strong attention to detail and accuracy in data entry
• Stands out for their organizational skills and ability to manage multiple priorities
• Demonstrates a positive, energetic, and collaborative work ethic
• Is recognized for their ability to work effectively within a close-knit team
• Has experience or academic exposure to mutual fund operations or financial administration (an asset)
• Has knowledge of mutual fund administration concepts such as trade processing, settlement, trust accounting, and registered plans (RSP, TFSA, etc.)
• Has familiarity with Winfund, Synergize, and Fundserv (considered an asset)

Why you'll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed
• Hands-on experience within the financial services industry, ideal for students looking to build practical skills
• The opportunity to work in a collaborative and supportive team environment

Compensation:
The typical hiring range for this position is between $18.50 and $28.00 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

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

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, 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 125 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.

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, please Contact us here. Someone from our team will be happy to assist you with your needs.