Become a Life Events Specialist and lead complex case management. Your role will significantly influence client confidence and ensure their futures are secure and clear.

As a key member of the team, you will manage cases involving significant life events, employing your knowledge of provincial laws and group savings plans. You’ll ensure timely account corrections and support team effectiveness through collaboration. You're expected to analyze potential issues, propose solutions, and implement compliance measures as required in the evolving legal landscape.

Key Responsibilities:



• Handle complex situations involving deaths and bankruptcies • Support team members and provide constructive feedback • Ensure compliance with new legislative changes • Calculate fund returns for death-related tax slips • Manage and oversee project tasks with strict deadlines

Requirements: • Robust knowledge of savings and retirement products • 3-5 years of relevant work experience • College diploma in a related field • Empathy and effective communication skills • Intermediate level proficiency in English for daily tasks

Utilize your analytical skills and attention to detail in supporting clients during pivotal life moments. #J-18808-Ljbffr

📌 Specialist for Life Events Management (Winnipeg)
🏢 iA Financial Group
📍 Winnipeg