Life Events Specialist

Build the Future with Us
Are you driven by solving complex situations related to life events and looking to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

As a Life Events Specialist, you will play a key role as the team's subject matter expert in the processing of complex cases involving, among other things, deaths, separations, bankruptcies, and decumulation products.

This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You Will Accomplish with Us
As a Life Events Specialist, you will be at the heart of our mission. Here are the main responsibilities:

• Act as the team's subject matter expert in complex situations arising from daily activities described in the administrator role, leveraging in-depth knowledge of provincial laws and their application to deaths, separations, bankruptcies, and decumulation products;
• Perform account corrections, analyze required actions, reconcile tax accounts, and amend tax slips;
• Handle escalations resulting from delays, errors, or disputes related to completed analyses professionally and within required timelines, and consult the Legal team when necessary;
• Analyze the sequence of events in order to determine the appropriate corrective actions;
• Analyze legislative changes, modify procedures to ensure compliance with new requirements, and implement process changes within the team, particularly through training and documentation updates;
• Manually calculate fund returns in order to produce the appropriate tax slips in death-related cases involving Tax-Free Savings Accounts and non-registered accounts;
• Conduct peer reviews of complex financial transactions;
• Ensure the remittance of unclaimed property by analyzing accounts in the system to determine, in accordance with applicable provincial legislation, whether funds must be remitted to the government;
• Manage team tasks conducted as projects, particularly those related to unclaimed property and age 71 requirements, while adhering to strict deadlines and processes that vary according to plan types and applicable legislation;
• Support team members in processing their transactions, provide feedback regarding errors, and collaborate with them to identify solutions to recurring issues;
• Collaborate with internal partners to resolve issues and propose solutions focused on client needs for ongoing situations;
• Oversee workflow to ensure the team meets deadlines, remove obstacles, and delegate work to team members as needed, while escalating situations to management when required.

What Could Accelerate Your Success in This Role
We are looking for someone who:

• Has in-depth knowledge of group savings and retirement products, as well as applicable legislation;
• Has three to five years of relevant experience;
• Holds a college diploma in a relevant field;
• Is recognized for their empathy, attention to detail, and ability to communicate effectively;
• Demonstrates strong analytical skills;
• Intermediate level of English language proficiency required, as the incumbent will be required to understand and process information, files, and communications in English promptly with English-speaking internal and external partners on a daily basis.

Why You'll Love Working with Us

• A work environment where learning and development blend with a collective pursuit of excellence;
• Artificial intelligence is in everyone's hands, enabling you to increase your personal effectiveness and supporting the organization's growth;
• A healthy, safe, equitable, and inclusive environment where potential can be expressed and developed freely;
• The opportunity to work in a hybrid work 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!

Not Sure Whether 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!
The typical hiring range for this position is between $66,000 and $70,000; the base salary 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.