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iA Financial Group (Industrial Alliance)
iA Financial Group (Industrial Alliance)
5,001 – 10,000 Employees
FinanceInsurance
iA Financial Group (Industrial Alliance) is a major Canadian insurance and wealth management organization serving clients in Canada and the United States. Founded in 1892 and publicly traded on the Toronto Stock Exchange, the company provides insurance and broader financial services built around client-focused planning and long-term financial needs. Its work spans the finance and insurance sectors, supported by a large team operating across North American markets.
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Life Events Analyst

Analyze pension-related life events, legal documentation, legislation, and financial transactions. Support insurance, savings, and wealth-management services at iA Financial Group.

CACanada
$47,544 – $59,429 / year
HybridFull-timeMiddleSeniorEnglish RequiredFrench RequiredEvents

Description

  • Assess death notifications and associated documentation
  • Examine member files and legal records to establish beneficiaries and tax considerations
  • Review separation agreements and process pension-division payments
  • Calculate pension divisions in accordance with provincial legislation
  • Apply legislative requirements when calculating decumulation plans
  • Evaluate requests to unlock locked-in accounts and establish eligibility
  • Review bankruptcy and garnishment documentation and payments
  • Contact members and clients to obtain outstanding information
  • Work with internal teams to resolve complex cases
  • Process payments through multiple systems while meeting service standards
  • Prepare and issue tax slips in line with legislative requirements
  • Investigate rejection and exception reports and take the required action
  • Conduct peer reviews of analyses and financial transactions
  • Identify beneficiaries or recipients in death, bankruptcy, and garnishment cases
  • Verify that documentation for unlocking locked-in funds is complete and compliant

Requirements

  • Demonstrated analytical ability with meticulous attention to detail
  • Ability to interpret legal documents and apply provincial legislation and regulations
  • Exceptional accuracy in calculations and financial transaction processing
  • Strong collaboration and communication skills for working with clients and internal partners
  • Knowledge of GSR products and pension legislation
  • Advanced French-language proficiency

Benefits

  • Opportunities for learning and professional development
  • Hybrid working environment
  • Flexible work arrangements
  • Access to inspiring, innovative workspaces
  • Healthy, safe, equitable, and inclusive workplace
  • Artificial intelligence tools that support individual effectiveness and organizational growth

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