Insured Annuity Analyst

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Employer: iA Financial Group

Office: 1080, Grande Allée Ouest

Primary Work Location: Quebec, Quebec

Other Possible Work Location(s): Montreal, Quebec

Industry: Customer Service and Administrative Support

Job Number: JR10027269

Employment Type: Permanent

Apply By: 2026-08-12

Description

• Build the future with us

Are you driven by professional services, insured annuity administration, and the desire to contribute to the purpose of a company that aims to ensure its clients are confident and secure about their future?

As an Insured Annuity Analyst, you will play a key role in the implementation of new insured annuity sales and the performance of administrative tasks related to their setup and administration.

This position represents a great opportunity to showcase your skills and fully utilize your potential within a caring and reliable company. Here, the human being and its development are at the heart of concerns, fostering an environment conducive to collaboration and innovation.

What you will accomplish with us

As an Insured Annuity Analyst, you will collaborate on the implementation of new insured annuity sales and participate in the performance of administrative tasks. Here are the main responsibilities:

Implement new insured annuity contracts by analyzing and preparing data for loading into administrative systems;

Certify and validate data loaded into administrative systems with rigor;

Prepare welcome letters for new clients and perform mail merge activities in Word;

Process accounting transactions associated with the implementation of annuities, including receipts, journal entries, and sales-related transactions;

Perform actuarial calculations within the framework of insured annuity administration, including certain termination calculations with systems;

Participate in the improvement of computer tools and work processes;

Respond to client and business partner requests;

What could accelerate your success in this position

This position will allow you to leverage your teamwork skills, diligence, and business sense. We are looking for a person who: Has at least 2 years of relevant experience;

Holds a diploma in financial and insurance services, a bachelor's degree in administration, or any other relevant training;

Is recognized for their strong computer skills and excellent knowledge of the Microsoft Office suite, particularly Word and Excel;

Is recognized for their attention to detail and diligence;

Is capable of working on multiple files simultaneously and effectively managing priorities;

Possesses strong mathematical abilities;

Has knowledge of programming, an asset;

Has knowledge of insured annuities or defined benefit pension plans, an asset.

Advanced level of English language proficiency is required, as the person holding the position will be called upon to communicate in French and English, by email, phone, and videoconference, with internal and external unilingual English-speaking teams on a daily basis.

Why you will love working with us

A work environment where learning and development merge with a collective quest for excellence;

Artificial intelligence is in everyone's hands, allowing you to increase your personal efficiency and fostering the growth of the organization; A healthy, safe, equitable, and inclusive environment where potential can express and develop freely;

The possibility of working in a hybrid work environment, supported by flexibility and access to inspiring and innovative workspaces.

Competitive social benefits

Flexible group insurance

Competitive retirement plan

Employee stock purchase plan

Vacation and well-being and personal development days

Telemedicine

Employee and family assistance program

Ergonomic furniture program

Performance bonuses

Discounts on iA products and more!

Apply now and take the lead in your career, where your talent truly counts!

Hesitating to apply?

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

Take the lead in your career, where your talent truly counts

See why so many people choose iA!

Organization Profile iA Financial Group is the strength of a human-sized company that employs more than 10,000 people. Together, we have earned the trust of over 5 million clients and 50,000 representatives who have chosen us for their insurance, savings, and asset management.

With over $235 billion in assets, we are a key player in the financial services industry in Canada and the United States. The secret to our success? Investing, one person at a time. Because for over 130 years, we have believed that by supporting each of our employees and surrounding ourselves with the most reputable leaders in the industry, we can continue to innovate.

At iA, we invest, for you.

Our commitment to diversity and inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace 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.

Note that if you need assistance or support to make the recruitment process more accessible for you, please write to us. A member of our team will be happy to meet your needs.

Are you driven by professional services, insured annuity administration, and the desire to contribute to the purpose of a company that aims to ensure its clients are confident and secure about their future?

As an Insured Annuity Analyst, you will play a key role in the implementation of new insured annuity sales and the performance of administrative tasks related to their setup and administration.

This position represents a great opportunity to showcase your skills and fully utilize your potential within a caring and reliable company. Here, the human being and its development are at the heart of concerns, fostering an environment conducive to collaboration and innovation.

What you will accomplish with us

As an Insured Annuity Analyst, you will collaborate on the implementation of new insured annuity sales and participate in the performance of administrative tasks. Here are the main responsibilities:

Implement new insured annuity contracts by analyzing and preparing data for loading into administrative systems;

Certify and validate data loaded into administrative systems with rigor;

Prepare welcome letters for new clients and perform mail merge activities in Word;

Process accounting transactions associated with the implementation of annuities, including receipts, journal entries, and sales-related transactions;

Perform actuarial calculations within the framework of insured annuity administration, including certain termination calculations with systems;

Participate in the improvement of computer tools and work processes;

Respond to client and business partner requests;

What could accelerate your success in this position