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iA Financial Group

Analyste PU

Montreal, QC, Canada
Quebec, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 19, 2026
Experience: · Possède 1 à 2 années d’expérience dans un poste similaire;
Posting language: English · French
Posted: Oct 5, 2026

Original job description

English section of this bilingual listing.

Location(s)

Other Possible Location(s)

Company

Posting End Date

Company Overview

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.

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

Read the full bilingual original

Job Description

Bâtissez l’avenir avec nous

Vous êtes animé(e) par le domaine de l’assurance et des services financiers et souhaitez contribuer à la raison d’être d’une entreprise qui vise à ce que ses clients soient en confiance et sécurisés par rapport à leur avenir? En tant qu’Analyste PU, vous jouerez un rôle clé dans l’analyse, le traitement et l’optimisation de dossiers complexes liés aux produits d’assurance vie universelle et aux solutions de financement.

Ce poste représente une belle occasion de mettre en valeur vos compétences et d’exploiter pleinement votre potentiel au sein d’une entreprise bienveillante et fiable. Ici, l’humain et son développement sont au cœur des préoccupations, favorisant ainsi un environnement propice à la collaboration et à l’innovation.

Ce que vous accomplirez avec nous

En tant qu’Analyste PU, vous serez au cœur de notre mission. Voici les principales responsabilités :

· Analyser les demandes de modifications de polices d’assurance vie universelle et en déterminer les impacts sur le risque de l’assureur ainsi que les impacts fiscaux pour le client;

· Traiter, codifier et analyser des transactions complexes dans les systèmes informatiques, incluant diverses tâches comptables telles que le balancement de comptes et de valeurs sur les polices;

· Répondre aux besoins des clients et des conseillers relativement aux polices d’assurance vie universelle individuelle, incluant la création d’illustrations de contrats et la production de cotations spéciales;

· Produire des analyses financières et administrer des solutions complexes telles que les prêts pour investissement (IRIS) et les Ententes de Prêt en Colatéral (EPC), incluant la gestion du recouvrement et la production de documents légaux;

· Collaborer avec les équipes internes et les partenaires afin de soutenir les dossiers complexes, analyser des données et rapports, proposer des améliorations de processus et contribuer à l’évolution des outils, systèmes et logiciels.

Ce qui pourrait accélérer votre succès dans ce poste

Nous cherchons une personne qui :

· Est reconnue pour sa capacité d’analyse et sa rigueur;

· Se démarque pour sa proactivité, son autonomie et son dynamisme;

· Démontre une grande capacité à gérer des dossiers complexes et à résoudre des situations problématiques;

· Est reconnue pour son esprit de collaboration et ses habiletés en communication;

· Possède 1 à 2 années d’expérience dans un poste similaire;

· Niveau avancé de la langue anglaise, autant à l’oral qu’à l’écrit, puisque la personne sera amenée à communiquer avec des partenaires, conseillers et clients, sur une base régulière.

Pourquoi vous aimerez travailler avec nous

· Un environnement de travail où l’apprentissage et le développement fusionnent avec une quête collective d’excellence;

· Un environnement sain, sécuritaire, équitable et inclusif où le potentiel peut s’exprimer et se développer librement;

· La possibilité de travailler dans un environnement de travail hybride, soutenu par la flexibilité et l'accès à des espaces de travail inspirants et innovants;

· Des avantages sociaux compétitifs : Assurances collectives flexibles, Régime de retraite concurrentiel, Régime d’achat d’actions, Régime de vacances et de journées bien-être et développement personnel, Télémédecine, Programme d’aide aux employés et à la famille, Programme de mobilier ergonomique, Boni de performance, Rabais sur les produits iA, et plus encore!

Postulez dès maintenant et prenez les devants de votre carrière, là où votre talent compte vraiment!

Vous hésitez à postuler ?

Chez iA, nous croyons au potentiel et valorisons la diversité des expériences. Si ce rôle vous inspire, osez postuler – votre place est peut-être avec nous et nous voulons vous connaitre!

Location(s)

Quebec / 1080, Grande Allee West

Other Possible Location(s)

Montreal / 1981 McGill College Avenue

Company

iA Financial Group

Posting End Date

2026-10-19

Company Overview

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

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.

Apply About employer

More about this job

Responsibilities

The Analyst will analyze and process complex universal life insurance policy modifications and financial solutions, including tax impact assessments and accounting transactions. They will also collaborate with internal teams and advisors to support complex cases and contribute to process improvements.

Requirements

The ideal candidate possesses 1 to 2 years of experience in a similar role and demonstrates strong analytical, communication, and problem-solving skills. An advanced level of English is required for regular communication with partners, advisors, and clients.

Skills

Analytical skills
Rigor
Proactivity
Autonomy
Problem solving
Collaboration
Communication
Financial analysis
Insurance policy management
Universal life insurance
Data analysis
Process improvement
Accounting tasks
English proficiency

Benefits

Flexible group insurance
Competitive pension plan
Stock purchase plan
Vacation and personal wellness days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products

Visa sponsorship

Not detected in the job text

Keywords

Universal Life Insurance
Financial Services
Policy Modification
Financial Analysis
Accounting
Risk Assessment
Tax Impact
Collateral Loan Agreements
Data Analysis
Process Optimization
Insurance
Wealth Management
Client Relations
Reporting
Software Systems

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