Education & Engagement Consultant

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

Benefits offered by this job

Career development

Health & Wellness

Time off

Pension plan

Employee discounts

ERGs & mentorship

Job summary

Canada Life seeks a detail-oriented education & engagement professional to facilitate group retirement education sessions and craft education strategies that boost engagement and participation in workplace retirement plans.

You will partner with Plan Sponsors and Client Relationship Managers to deliver informative sessions, manage travel budgets, and ensure content aligns with marketing guidelines and market conduct standards.

Qualifications

• Experience in workplace retirement and financial services.
• Customer service focus with ability to build relationships with clients, broker/advisor community and sponsors.
• Excellent verbal and written communication with negotiation skills.
• Strong presentation skills for pension committees, plans sponsors and group audiences.
• Excellent organizational and time management skills and ability to manage multiple priorities.
• Proficiency using Microsoft PowerPoint, Word and Excel.
• French bilingual is an asset for this position.
• Must have a vehicle, insurance, and valid driver's license.

Responsibilities

• Educate and service clients.
• Create and execute annual communication and education strategies.
• Work with Plan Sponsors to promote participation and enrolment in plans.
• Manage sessions with emphasis on time and travel budget.
• Create and deliver member presentations and written communications within Canada Life guidelines.
• Support the implementation process and develop member education strategies.
• Collaborate with Client Relationship Managers to ensure educational sessions are provided.
• Participate in finalist meetings to illustrate how Canada Life supports members throughout their journey.
• Coordinate content and improvement of standard sessions with the National Education & Engagement team.

Skills

Client relations

Presentation skills

Communication

Time management

Organization

MS Office

Education

Financial services experience

Tools

PowerPoint

Word

Excel

Job description

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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’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

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

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation 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 andpersonal days,we support communityinvolvement with avolunteer day.
• Financial Security:Company-matching pension plan,share ownership programandadditionalinvestment options.
• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted 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.

Location: London, ON, CA Hamilton, ON, CA Toronto, ON, CA