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Analyst, Life Events
iA Financial Group (Industrial Alliance)Analyst managing complex member situations and benefit processing for iA Financial Group. Collaborating with internal teams to ensure compliance with legislation and providing client support.
About the role
Key responsibilities & impact- Analyze member accounts and legal documentation to determine beneficiary entitlements, pension divisions, and applicable tax and legislative requirements across Canada.
- Review and process complex life event cases (death, divorce, bankruptcy, unlocking requests, deaccumulation plans) in accordance with applicable legislation.
- Perform calculations related to pension divisions, settlements, and ongoing payments while ensuring accuracy and compliance.
- Collaborate with internal teams (customer service, compliance, legal) and communicate with members/clients to obtain required information and resolve complex cases.
- Process financial transactions, review exception reports, issue tax slips, and perform peer reviews to ensure accuracy and adherence to service standards.
Requirements
What you’ll need- Has 1 to 3 years of experience in financial services, retirement products, or a related field.
- Is known for their strong analytical skills and attention to detail.
- Stands out for their autonomy, proactivity, and eagerness to learn.
- Demonstrates strong problem-solving abilities and capacity to navigate complex legislation.
- Is recognized for their communication skills and empathy when interacting with clients.
- Must have an intermediate level of English proficiency, as the individual will be required to analyze complex files, read and draft memos and documentation in English, and communicate with and respond to emails from English-speaking clients daily.
Benefits
Comp & perks- A work environment where learning and development merge with a collective pursuit of excellence.
- A healthy, safe, fair, 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysispension calculationstax compliancelegislative requirementsfinancial transactionsexception report reviewpeer reviewsettlement processingdeaccumulation planslife event case processing
Soft Skills
analytical skillsattention to detailautonomyproactivityeagerness to learnproblem-solvingcommunication skillsempathycollaborationcapacity to navigate complex legislation