Analyst, Life Events (GSR)

Build the future with us
Are you driven by helping clients navigate complex life events and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Analyst, Life Events (GSR), you will play a key role in analyzing complex member situations and applying legislation to ensure accurate and compliant benefit processing.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. 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 us

As an Analyst, Life Events (GSR), you’ll be at the core of our mission. Here are the main responsibilities:

• Analyze member accounts and legal documentation to determine beneficiary entitlements, pension divisions, and applicable tax and legislative requirements across Canada.
• Review and process complex life event cases (death, divorce, bankruptcy, unlocking requests, deaccumulation plans) in accordance with applicable legislation.
• Perform calculations related to pension divisions, settlements, and ongoing payments while ensuring accuracy and compliance.
• Collaborate with internal teams (customer service, compliance, legal) and communicate with members/clients to obtain required information and resolve complex cases.
• Process financial transactions, review exception reports, issue tax slips, and perform peer reviews to ensure accuracy and adherence to service standards.

What could accelerate your success in this role

We’re looking for someone who:

• Has 1 to 3 years of experience in financial services, retirement products, or a related field.
• Is known for their strong analytical skills and attention to detail.
• Stands out for their autonomy, proactivity, and eagerness to learn.
• Demonstrates strong problem-solving abilities and capacity to navigate complex legislation.
• Is recognized for their communication skills and empathy when interacting with clients.
• Must have an intermediate level of English proficiency, as the individual will be required to analyze complex files, read and draft memos and documentation in English, and communicate with and respond to emails from English-speaking clients daily.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!