Responsibilities 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 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
Solid analytical skills




Intermediate English proficiency required
Ability to understand and process English information, files, and communications daily with English-speaking internal and external partners
Core Competencies 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 Products
Strong Analytical Skills
Effective Communication Skills
Project Management Experience
Intermediate English Proficiency
Hard Skills Account Corrections
Tax Account Reconciliation
Fund Return Calculation
Tax Slip Production
Event Sequence Analysis
Legislative Change Analysis
Peer Review Of Financial Transactions
Unclaimed Property Remittance
Soft Skills Empathy
Attention To Detail
Certifications & Qualifications College Diploma In A Relevant Field
Industry Keywords Decumulation Products
Provincial Legislation
Client-Focused Solutions

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📌 Life Events Specialist (Quebec City)
🏢 Jobtailor
📍 Quebec City