Join a dedicated team as a Life Events Specialist, where you’ll tackle complex cases centered on life events. Your expertise will help clients with confidence and security in their futures.

In this essential role, you will become the subject matter expert addressing challenging situations like separations, bankruptcies, and deaths. Your responsibilities include correcting accounts, resolving disputes, and analyzing legislative changes for compliance. You will also work collaboratively with team members and internal partners to deliver effective solutions for client needs.

Key Responsibilities:



• Act as subject matter expert on complex life events • Perform account corrections and reconcile tax accounts • Handle escalations related to delays or errors • Analyze events for appropriate corrective action • Conduct peer reviews of complex financial transactions

Requirements: • In-depth knowledge of retirement products and legislation • 3-5 years of relevant experience required • College diploma in a relevant field • Solid analytical skills and attention to detail • Intermediate English proficiency to manage communications

Bring your expertise in life events and compliance to help clients navigate their futures. #J-18808-Ljbffr

📌 Life Events Specialist in Complex Cases (Winnipeg)
🏢 iA Financial Group
📍 Winnipeg