Life Events Specialist

iA Financial Group (Industrial Alliance)

Life Events Specialist handling complex death, separation, bankruptcy, and retirement savings cases for iA Financial Group. Analyzing legislation, correcting accounts, processing tax slips, and overseeing team workflows.

Posted 9/7/2026full-timeQuebec City • 🇨🇦 CanadaMid-LevelSenior💰 CA$66,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex financial cases, including deaths and bankruptcies, while ensuring compliance with applicable legislation. Proficient in analyzing financial transactions, providing client-focused solutions, and collaborating effectively with internal partners.

Highest-signal resume keywords

In-Depth Knowledge Of Group Savings And Retirement ProductsStrong Analytical SkillsEffective Communication SkillsProject Management ExperienceIntermediate English Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account CorrectionsTax Account ReconciliationFund Return CalculationTax Slip ProductionEvent Sequence AnalysisLegislative Change AnalysisPeer Review Of Financial TransactionsUnclaimed Property Remittance

Soft Skills

EmpathyAttention To Detail

Certifications & Qualifications

College Diploma In A Relevant Field

Industry Keywords

Decumulation ProductsProvincial LegislationClient-Focused Solutions

About the role

Key responsibilities & impact

Act as the subject matter expert for complex cases involving deaths, separations, bankruptcies, and decumulation products
Perform account corrections, analyze required actions, reconcile tax accounts, and amend tax slips
Handle escalations related to delays, errors, or disputes and consult Legal when necessary
Analyze event sequences to determine corrective actions
Analyze legislative changes and update procedures, training, and documentation
Manually calculate fund returns and produce tax slips for death-related TFSA and non-registered account cases
Conduct peer reviews of complex financial transactions
Remit unclaimed property in accordance with provincial legislation
Manage project-based team tasks related to unclaimed property and age 71 requirements
Support team members, provide feedback, and resolve recurring issues
Collaborate with internal partners to resolve issues and propose client-focused solutions
Oversee workflow, deadlines, delegation, and escalation to management

Requirements

What you’ll need

In-depth knowledge of group savings and retirement products and applicable legislation
Three to five years of relevant experience
College diploma in a relevant field
Empathy, attention to detail, and effective communication skills
Strong analytical skills
Intermediate English proficiency required
Ability to understand and process English information, files, and communications daily with English-speaking internal and external partners

Benefits

Comp & perks

Learning and development opportunities
Hybrid work environment
Flexible work arrangements
Access to inspiring and innovative workspaces
Healthy, safe, equitable, and inclusive work environment