Insured Annuities Analyst

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Employer: iA Financial Group

Office: 1080, Grande Allee West

Location: Québec, Quebec

Other Possible Location(s): Montreal, Quebec

Job category: Customer Service and Administrative Support

Job type: Permanent Job

Apply before: 2026-08-12

Build the Future with Us

Are you passionate about professional services, insured annuity administration, and contributing to an organization whose purpose is to help clients feel confident and secure about their future? As an Insured Annuities Analyst, you will play a key role in implementing new insured annuity sales and carrying out the administrative work associated with their setup and ongoing administration.

This position offers an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation.

What You’ll Accomplish With Us

As an Insured Annuities Analyst, you will collaborate on the implementation of new insured annuity sales and participate in a variety of administrative activities. Your key responsibilities will include:

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

Certifying data loaded into administrative systems and ensuring its accuracy through rigorous validation;

Preparing welcome letters for new clients and performing mail merge activities in Word;

Processing accounting transactions related to annuity implementation, including cash receipts, accounting entries, and sales-related transactions;

Performing actuarial calculations as part of insured annuity administration, including certain termination calculations using administrative systems;

Contributing to the improvement of IT tools and work processes;

Responding to inquiries from clients and business partners.

What Could Accelerate Your Success in This Role

This position will allow you to leverage your teamwork skills, attention to detail, and business acumen. We are looking for someone who:

Has at least 2 years of relevant experience;

Holds a diploma in Financial Services and Insurance, a bachelor’s degree in Business Administration, or any other relevant education;

Is recognized for their attention to detail and rigor;

Has strong computer skills and excellent knowledge of the Microsoft Office Suite, particularly Word and Excel;

Is able to manage multiple files simultaneously and effectively prioritize tasks;

Has strong mathematical abilities;

Has programming knowledge (an asset);

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

Why You’ll Love Working With Us

A work environment where learning and development are combined with a collective pursuit of excellence;

Artificial intelligence tools available to everyone, helping you increase personal efficiency while supporting organizational growth;

A healthy, safe, equitable, and inclusive workplace where potential is encouraged to flourish and grow freely;

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

Competitive Benefits

Flexible group insurance plans;

Competitive pension plan;

Employee share purchase plan;

Vacation program, wellness days, and personal development days;

Telemedicine services;

Employee and Family Assistance Program;

Ergonomic furniture program;

Performance bonus;

Discounts on iA products;

And much more!

and get ahead in your career, where your talent truly matters!

Still Hesitating to Apply?

At iA, we believe in potential and value diverse experiences. If this role inspires you, we encourage you to apply—your place may be with us, and we would love to get to know you!

Get ahead of your career, where your talent belongs

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

Our commitment to Diversity and Inclusion

At 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, write to us. Someone from our team will be happy to assist you.

Are you passionate about professional services, insured annuity administration, and contributing to an organization whose purpose is to help clients feel confident and secure about their future? As an Insured Annuities Analyst, you will play a key role in implementing new insured annuity sales and carrying out the administrative work associated with their setup and ongoing administration.

This position offers an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation.

What You’ll Accomplish With Us

As an Insured Annuities Analyst, you will collaborate on the implementation of new insured annuity sales and participate in a variety of administrative activities. Your key responsibilities will include:

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

Certifying data loaded into administrative systems and ensuring its accuracy through rigorous validation;

Preparing welcome letters for new clients and performing mail merge activities in Word;

Processing accounting transactions related to annuity implementation, including cash receipts, accounting entries, and sales-related transactions;

Performing actuarial calculations as part of insured annuity administration, including certain termination calculations using administrative systems;

Contributing to the improvement of IT tools and work processes;

Responding to inquiries from clients and business partners.

What Could Accelerate Your Success in This Role

This position will allow you to leverage your teamwork skills, attention to detail, and business acumen. We are looking for someone who:

Has at least 2 years of relevant experience;

Holds a diploma in Financial Services and Insurance, a bachelor’s degree in Business Administration, or any other relevant education;

Is recognized for their attention to detail and rigor;

Has strong computer skills and excellent knowledge of the Microsoft Office Suite, particularly Word and Excel;

Is able to manage multiple files simultaneously and effectively prioritize tasks;

Has strong mathematical abilities;

Has programming knowledge (an asset);

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

Why You’ll Love Working With Us

A work environment where learning and development are combined with a collective pursuit of excellence;

Artificial intelligence tools available to everyone, helping you increase personal efficiency while supporting organizational growth;

A healthy, safe, equitable, and inclusive workplace where potential is encouraged to flourish and grow freely;

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

Competitive Benefits

Flexible group insurance plans;

Competitive pension plan;

Employee share purchase plan;

Vacation program, wellness days, and personal development days;

Telemedicine services;

Employee and Family Assistance Program;

Ergonomic furniture program;

Performance bonus;

Discounts on iA products;

And much more!

and get ahead in your career, where your talent truly matters!

Still Hesitating to Apply?

At iA, we believe in potential and value diverse experiences. If this role inspires you, we encourage you to apply—your place may be with us, and we would love to get to know you!

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