Analyst, Events

Position: Analyst, Life Events
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.
Qualifications     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.
Hard Skills     financial analysis
pension calculations
tax compliance
legislative requirements
financial transactions
exception report review
peer review
settlement processing
deaccumulation plans
life event case processing
Soft Skills     analytical skills
attention to detail
autonomy
proactivity
eagerness to learn
problem‑solving
communication skills
empathy
collaboration
capacity to navigate complex legislation

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