Life Events Analyst

Industrial Alliance Insurance and Financial Services Inc; Quebec; Hybrid; CAD 48,000 - 59,000; Full time

Job summary

Industrial Alliance Insurance and Financial Services Inc. is seeking a Life Events Analyst to analyze complex life events, apply provincial legislation, and process pension-related transactions for plan members.

Key responsibilities include reviewing death notifications, beneficiary determinations, pension divisions, and locked-in funds, with collaboration across internal teams. Advanced French and strong analytical skills are essential for accuracy and regulatory compliance.

Qualifications

• Strong analytical skills and attention to detail.
• Ability to interpret legal documents and apply provincial laws.
• Accurate calculations and financial processing.
• Collaborates effectively with clients and internal partners.
• Knowledge of GSR products and pension-related legislation.
• Advanced level of French.

Responsibilities

• Analyze death notifications and related docs.
• Review member files to determine beneficiaries and tax implications.
• Analyze separation agreements to process pension divisions.
• Perform calculations to settle pension divisions.
• Apply legislation to decumulation plans.
• Analyze requests to unlock funds in locked-in accounts.
• Review docs to determine payments in bankruptcy or garnishment.
• Process payments across systems meeting service standards.
• Issue tax slips as required.
• Peer review analyses and financial transactions.

Skills

Analytical skills

Attention to detail

Collaboration

French (advanced)

Job description

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.

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.