Education & Engagement Consultant - Midwest

Canada Life; Regina; On-site; CAD 56,000 - 95,000; Full time

Job summary

A financial services provider in Regina is seeking a professional to facilitate group retirement education sessions and develop strategies for client engagement. You will work closely with plan sponsors to boost participation in workplace retirement plans. The ideal candidate has experience in group retirement, excellent communication and organizational skills, and is proficient in Microsoft tools. The role offers a competitive salary range of $56,900 to $94,800 annually, with comprehensive rewards.

Qualifications

• Group retirement experience in the financial services industry is required.
• Ability to build strong relationships with clients and stakeholders.
• Strong negotiation skills essential for the role.

Responsibilities

• Facilitate group retirement education sessions.
• Create and execute communication and education strategies.
• Work with client relationship managers to ensure proper education.

Skills

Bilingual proficiency in French

Customer service focus

Excellent communication skills

Superior presentation skills

Organizational skills

Proficiency in Microsoft PowerPoint, Word and 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

• Full bilingual proficiency in French is an asset for this position.
• Must have group 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.
• Must have a vehicle, insurance, and valid driver’s license.

The base salary for this position is between $56,900 - $94,800 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.

Canada Life is committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [e-mail].

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