Step into the critical role of Life Events Specialist, solving intricate situations that involve life-changing events. You’ll play an integral part in fostering client security for a better future.

In this specialized position, you will leverage your expertise in managing complex cases, such as bankruptcies and deaths, while ensuring compliance with legal standards. Your efforts will assist the team in navigating challenging scenarios and delivering solutions that meet client needs efficiently. Collaboration with internal partners will be crucial in resolving ongoing situations.

Key Responsibilities:
• Analyze events to implement correct actions
• Conduct detailed reviews of financial transactions
• Handle disputes professionally and with exact timelines




• Collaborate closely with team members for effective solutions
• Ensure unclaimed property is remitted per legislation

Requirements:
• Healthier understanding of group savings products
• 3-5 years of relevant industry experience
• Relevant college diploma is required
• Analytical skills along with effective communication
• Intermediate English proficiency for necessary tasks

Bring your expertise to ensure clients receive knowledgeable support during life's complexities.
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📌 Expert Life Events Specialist Role (Quebec City)
🏢 iA Financial Group
📍 Quebec City