UP Analyst

UP Analyst

Build the future with us

Are you passionate about the insurance and financial services industry and eager to contribute to an organization whose purpose is to help clients feel confident and secure about their future? As a UP Analyst, you will play a key role in the analysis, processing, and optimization of complex files related to Universal Life insurance products and financing solutions.This position offers an excellent opportunity to showcase your expertise and fully realize your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering a collaborative and innovative work environment.

What you will accomplish with us

As a UP Analyst, you will be central to our mission. Your main responsibilities will include:

• Analyzing requests for changes to Universal Life insurance policies and assessing their impact on the insurer’s risk as well as the tax implications for clients;
• Processing, coding, and analyzing complex transactions in information systems, including various accounting tasks such as account and policy value reconciliation;
• Responding to the needs of clients and advisors regarding individual Universal Life insurance policies, including preparing policy illustrations and producing customized quotes;
• Producing financial analyses and administering complex solutions such as investment loans (IRIS) and Collateral Loan Agreements (CLA), including recovery management and the preparation of legal documentation;
• Collaborating with internal teams and partners to support complex cases, analyze data and reports, recommend process improvements, and contribute to the evolution of tools, systems, and software.

What will help you succeed in this role

We are looking for someone who:

• Is recognized for strong analytical skills and attention to detail;
• Stands out for their proactivity, autonomy, and dynamism;
• Demonstrates a strong ability to manage complex cases and resolve challenging situations;
• Is known for a collaborative mindset and strong communication skills;
• Has 1 to 2 years of experience in a similar role;
• Has an advanced level of French and English, both spoken and written, due to daily interactions with English- and French-speaking clients and partners across Canada

Why you will enjoy working with us

• A work environment where learning and development go hand in hand with a collective pursuit of excellence;
• A healthy, safe, equitable, and inclusive workplace 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;
• Competitive benefits, including flexible group insurance, a competitive pension plan, an employee share purchase plan, vacation and wellness days, personal development support, telemedicine, an employee and family assistance program, an ergonomic furniture program, performance bonuses, discounts on iA products, and more.

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

Hesitant 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!

iA Financial Group

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, 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 125 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.

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, please Contact us here. Someone from our team will be happy to assist you with your needs.