Life Events Analyst

iA Financial Group; Toronto; Hybride; CAD 48 000 - 59 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Résumé du poste

iA Financial Group is seeking a Life Events Analyst to analyse complex life event cases, apply provincial legislation, and process pension-related transactions. You will handle death notifications, beneficiary determinations, tax implications, and pension division calculations, while collaborating with internal teams and maintaining accuracy across multiple systems.

The role emphasizes strong analytical ability, precise calculations, and excellent client communication.

Qualifications

• Strong analytical skills and attention to detail.
• Ability to interpret and apply provincial laws and regulations to complex documents.
• High accuracy in calculations and financial transactions.
• Excellent communication with members and internal partners.
• Knowledge of pension-related legislation and GSR products.

Responsabilités

• Analyze death notifications and related documentation for accuracy.
• Review member files and documents to determine beneficiaries and tax implications.
• Analyze separation agreements and apply legislation to pension divisions.
• Perform calculations to settle pension divisions per provincial rules.
• Apply legislation for decumulation plan administration and fund unlocks.
• Communicate with members to obtain missing information.
• Collaborate with internal teams in complex cases with conflicting information.
• Process payments across systems meeting service standards.
• Issue tax slips in line with legislative requirements.
• Review rejection and exception reports for appropriate action.

Connaissances

Analytical skills

Attention to detail

French (advanced)

Legal document interpretation

Collaboration

Description du poste

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.

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.

Location(s)

Quebec / 1080, Grande Allee West

Other Possible Location(s)

Montreal / 1981 McGill College AvenueToronto / 26 Wellington Street East

Company

iA Financial Group

Company Overview

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.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

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.