Life Events Analyst - C$47,544 - C$59,429 A Year (Winnipeg)

Life Events Analyst - C$47,544 - C$59,429 A Year (Winnipeg)

16 Oct
|
iA Financial Group
|
Winnipeg

16 Oct

iA Financial Group

Winnipeg

Build the Future with Us Are you passionate about pension plan administration and interested in contributing to a company whose purpose is to help its clients feel confident and secure about their future? As a Life Events Analyst, you will play a key role in analyzing complex cases, applying provincial legislation, and processing transactions related to key life events experienced by plan members. This position offers an excellent opportunity to showcase your skills and fully realize your potential within a caring and reliable organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.What You’ll Accomplish With UsAnalyze death notifications and related documentation to ensure accuracy and completenessReview member files and legal documents to determine eligible beneficiaries and applicable tax implications based on various plan types and provincial legislationAnalyze separation agreements and other legal documents and apply the relevant legislation to process pension division paymentsPerform calculations required to settle pension divisions in accordance with provincial legislationApply applicable legislation and perform calculations required for the implementation and administration of decumulation plansAnalyze requests to unlock funds held in locked-in accounts and determine member eligibilityReview legal documents and member files to determine payments to be made in cases of bankruptcy or garnishment and apply the appropriate legislationCommunicate with members and clients to obtain missing information or documentationCollaborate with various internal teams in complex situations, particularly when conflicting information exists within legal documentationProcess payments accurately across multiple systems while meeting established service standardsIssue tax slips in accordance with legislative requirementsAnalyze rejection and exception reports and take appropriate actionPerform peer reviews of analyses and financial transactions to ensure accuracyDetermine eligible beneficiaries or recipients in death, bankruptcy,



or garnishment casesAssess the compliance and completeness of documentation required to unlock locked-in fundsWhat Could Accelerate Your Success in This RoleIs recognized for strong analytical skills and attention to detailStands out for the ability to interpret legal documents and apply various provincial laws and regulationsDemonstrates a high degree of accuracy in performing calculations and processing financial transactionsIs known for collaboration skills and the ability to communicate effectively with clients and internal partnersHas knowledge of GSR products and pension-related legislationAdvance level of FrenchWhy You’ll Love Working With UsA work environment where learning and development are combined with a collective pursuit of excellence; Artificial intelligenceis in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth; A healthy, safe, equitable, and inclusive environment where potential can be freely expressed and developed; The opportunity to workin a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.The typical hiring range for this position is between $47,544 and $59,429; the base salary offeredmay vary depending on knowledge, skills, years of experience, and internal equity.Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Montreal / 1981 McGill College AvenueToronto / 26 Wellington Street East Company iA Financial Group Posting End Date 2026-10-19Company OverviewiA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation,



we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you. * iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement autoOur Commitment to Diversity and InclusionAt iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.Want to join the iA family, but there’s no job openings right now that match your profile? Let us know you’re interested!#J-18808-Ljbffr

📌 Life Events Analyst - C$47,544 - C$59,429 A Year (Winnipeg)
🏢 iA Financial Group
📍 Winnipeg

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