Education & Engagement Consultant

Canada Life; Hamilton; On-site; CAD 57,000 - 100,000; Full time

Benefits offered by this job

Education reimbursement

Health benefits

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life is seeking a Permanent Full Time Education & Engagement professional in Hamilton, Ontario, to design and deliver group retirement education sessions and education strategies within marketing guidelines. You will collaborate with sponsors and relationship managers to maximize plan participation, transfers, and enrollments while managing travel budgets.

The role emphasizes delivering compelling member communications and maintaining strong client relationships.

Qualifications

• Experience educating and servicing financial clients.
• Ability to design annual education strategies.
• Strong communication and negotiation skills.

Responsibilities

• Educate and service clients with a focus on group sessions.
• Create and execute annual education and communication strategies.
• Collaborate with Plan Sponsors to drive participation and enrollment in plans.
• Manage sessions with attention to time and travel budget.
• Create and deliver member presentations and written communications per Canada Life guidelines.
• Support implementation and develop member education strategies.
• Coordinate with Client Relationship Managers to tailor sessions and communications.
• Participate in meetings to demonstrate Canada Life support across member journeys.
• Collaborate with Education team to improve content and sessions, including in-person and virtual formats.

Skills

Group retirement education

Client relationship building

Presentation skills

Negotiation skills

Time management

PowerPoint

Excel

French language (bilingual)

Tools

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Job description

Permanent Full Time

Reporting to the National Manager, Education & Engagement, you will be responsible for facilitating group retirement education session(s) and developing education and communication strategies to maximize engagement and participation in workplace retirement plans. A key measure of success in this role will be driving outcomes including the retention of client assets, increasing membership/contributions, and the transfer of assets from other financial institutions.

What You Will Do

• Primary focus on educating and servicing clients.
• Create and execute annual communication and education strategies.
• Work with Plan Sponsors to emphasize and encourage plan participation, maximization, transfers in and enrolment in voluntary plans.
• Incumbent must manage sessions with emphasis on time and cost management (travel budget).
• Create and deliver member presentations and written communications within Canada Life marketing guidelines and observing market conduct issues.
• Actively support the implementation process and develop member communication and education strategies.
• Work closely with Client Relationship Managers to ensure appropriate educational sessions and communications are provided to client.
• Participate in finalist meetings to bring to life how Canada Life supports members throughout their member journey.
• Collaborate with the National Education & Engagement team to create and improve content of Group Retirement Services standard sessions, coordinate both in-person and virtual education sessions, and share best practices.

What You Will Bring

• Workplace retirement experience with a background in the financial services industry.
• Customer service focus with an ability to build strong relationships with clients, our broker / advisor community and consultants or plan sponsors.
• Excellent communication skills, both verbal and written, with an emphasis on negotiation skills.
• Superior presentation skills with a proven ability to present investment and retirement planning topics to pension committees, plans sponsors and group audiences.
• Excellent organizational and time management skills with the ability to manage multiple priorities and adapt to fluctuating work volumes while working independently.
• Proficiency using Microsoft PowerPoint, Word and Excel.
• Quick thinking and innovative
• Bilingual in French is an asset for this position
• Must have a vehicle, insurance, and valid driver's license

The base salary for this position is between $56,900 - $99,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and delivers with impact? Then we want to hear from you!

What we offer

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.