Life Events Analyst

Build the Future with Us

Are you passionate about pension plan administration and interested in contributing to a company whose purpose is to help its clients feel confident and secure about their future?

As a Life Events Analyst, you will play a key role in analyzing complex cases, applying provincial legislation, and processing transactions related to important life events experienced by plan members.

This position offers an excellent opportunity to showcase your skills and fully realize your potential within a caring and reliable organization. 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 a Life Events Analyst, you will be at the heart of our mission. Key responsibilities include:

• Analyze death notifications and related documentation to ensure accuracy and completeness;
• Review member files and legal documents to determine eligible beneficiaries and applicable tax implications based on various plan types and provincial legislation;
• Analyze separation agreements and other legal documents and apply the relevant legislation to process pension division payments;
• Perform calculations required to settle pension divisions in accordance with provincial legislation;
• Apply applicable legislation and perform calculations required for the implementation and administration of decumulation plans;
• Analyze requests to unlock funds held in locked-in accounts and determine member eligibility;
• Review legal documents and member files to determine payments to be made in cases of bankruptcy or garnishment and apply the appropriate legislation;
• Communicate with members and clients to obtain missing information or documentation;
• Collaborate with various internal teams in complex situations, particularly when conflicting information exists within legal documentation;
• Process payments accurately across multiple systems while meeting established service standards;
• Issue tax slips in accordance with legislative requirements;
• Analyze rejection and exception reports and take appropriate action;
• Perform peer reviews of analyses and financial transactions to ensure accuracy;
• Determine eligible beneficiaries or recipients in death, bankruptcy, or garnishment cases;
• Assess the compliance and completeness of documentation required to unlock locked-in funds.

What Could Accelerate Your Success in This Role

We are looking for someone who:

• Is recognized for strong analytical skills and attention to detail;
• Stands out for the ability to interpret legal documents and apply various provincial laws and regulations;
• Demonstrates a high degree of accuracy in performing calculations and processing financial transactions;
• Is known for collaboration skills and the ability to communicate effectively with clients and internal partners;
• Has knowledge of GSR products and pension-related legislation.
• Advance level of French

Why You’ll Love Working With Us

• A work environment where learning and development are combined with a collective pursuit of excellence;
• Artificial intelligence is in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth;
• A healthy, safe, equitable, 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.

Apply Now and Take the Lead in Your Career, Where Your Talent Truly Matters!

Still Hesitating to Apply?

At iA, we believe in potential and value diverse experiences. If this role inspires you, we encourage you to apply. Your place may be with us, and we would love to get to know you!

The typical hiring range for this position is between $47,544 and $59,429; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity.

iA Financial Group

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.