Life Events Specialist

Iaawg; Quebec; Hybrid; CAD 66,000 - 70,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

iA Financial Group in Canada is seeking a Life Events Specialist to act as the team’s subject matter expert on complex cases, including deaths, separations, bankruptcies, and decumulation products. You will analyze actions, reconcile tax accounts, and coordinate with Legal on escalations.

The role emphasizes client-focused service, legislative updates, and thorough reviews of financial transactions within a hybrid work environment.

Qualifications

• Empathy and client-centered communication
• Strong attention to detail with complex data
• Solid analytical abilities for financial case reviews

Responsibilities

• Serve as subject matter expert on complex life events cases (deaths, separations, bankruptcies, decumulation products)
• Analyze and correct accounts, reconcile tax accounts and amend tax slips
• Handle escalations professionally and consult Legal when needed
• Review sequences of events to determine corrective actions
• Analyze legislative changes and implement procedural updates through training and documentation
• Manually calculate fund returns to produce accurate tax slips for death-related cases
• Conduct peer reviews of complex transactions
• Ensure unclaimed property remittance according to provincial law
• Guide team on project work related to unclaimed property and age 71 requirements
• Support colleagues by addressing errors and sharing solutions
• Collaborate with internal partners to resolve issues prioritizing client needs
• Oversee workflow to meet deadlines and delegate tasks while escalating when necessary

Skills

Empathy

Attention to detail

Communication

Analytical skills

Education

College diploma in a relevant field

Job description

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.

What You Will Accomplish with Us

• 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

• 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.

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.

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.

At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model.