iA Financial Group (Industrial Alliance)
iA Financial Group (Industrial Alliance)
5.001 – 10.000 Angajați
AsigurăriFinanțe
iA Financial Group (Industrial Alliance) este o organizație canadiană importantă din domeniul asigurărilor și gestionării patrimoniului, care deservește clienți din Canada și Statele Unite. Fondată în 1892 și listată la Bursa de Valori din Toronto, compania oferă servicii de asigurare și servicii financiare extinse, bazate pe planificare axată pe client și pe nevoile financiare pe termen lung ale acestuia. Activitatea sa se desfășoară în sectoarele financiar și al asigurărilor, fiind susținută de o echipă numeroasă care operează pe piețele din America de Nord.

Contract Management Specialist – Quebec City (Onsite)

Manage group retirement and savings plan contracts for iA Financial Group in Quebec City. The role covers plan setup, regulatory filings, contract changes, documentation, audits, and client issue resolution.

Descriere

  • Set up RRSPs, DPSPs, defined contribution plans, TFSAs, and other group plans.
  • Review and validate documentation for new plan setup in the recordkeeping system.
  • Complete validation checks and maintain required service standards.
  • Review plan wording and related documentation from other providers.
  • Process contract, fund offering, pricing, commission, termination, and wind-up changes.
  • Prepare and issue policies, commission agreements, plan summaries, and booklets.
  • Coordinate plan registrations with the Canada Revenue Agency (CRA) and the Autorité des services financiers (ASF).
  • Issue contractual documents and monitor outstanding signatures.
  • Apply provincial legislative requirements to applicable plans.
  • Work with internal teams across Canada to coordinate plan administration.
  • Investigate and resolve issues affecting clients and plan participants.
  • Support assigned initiatives and special projects, including quarterly external audits.
  • Train and support colleagues and new employees.
  • Maintain job aids and ongoing training materials.
  • Contribute to continuous improvement activities, including DMS, workshops, and Kaizen initiatives.

Cerințe

  • Knowledge of group retirement plans, preferably supported by three to five years of experience.
  • A degree in business, commerce, or a related discipline.
  • Ability to manage competing priorities and meet deadlines.
  • Strong analytical ability and close attention to detail.
  • Clear and effective written and verbal communication skills.
  • A practical approach to problem-solving and continuous improvement.
  • Proficiency with Microsoft Office.

Beneficii

  • Full-time temporary employment.
  • An inclusive workplace committed to supporting diversity.
  • Accessibility assistance is available throughout the recruitment process.

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