iA Financial Group (Industrial Alliance)
Analyst, Life Events (GSR)
Job Description
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? This role is part of the GSR (Growth and Sustainability Research) team.
Description 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 offers a chance to showcase your skills within a caring and trustworthy company.
What You’ll Accomplish With Us
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 calculat...
Description 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 offers a chance to showcase your skills within a caring and trustworthy company.
What You’ll Accomplish With Us
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 calculat...
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