Analyst, Life Events (GSR)

iA Financial Group • Montreal, QC

2d • Hybrid

About The Position

Build the future with us Are you driven by helping clients navigate complex life events and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Analyst, Life Events (GSR), you will play a key role in analyzing complex member situations and applying legislation to ensure accurate and compliant benefit processing. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

• 1 to 3 years of experience in financial services, retirement products, or a related field.
• Strong analytical skills and attention to detail.
• Autonomy, proactivity, and eagerness to learn.
• Strong problem-solving abilities and capacity to navigate complex legislation.
• Communication skills and empathy when interacting with clients.
• 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.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed