Education Specialist

iA Financial Group; Quebec; On-site; CAD 60,000 - 85,000; Full time

Job summary

A leading financial services company in Canada seeks an Education Specialist to enhance the educational experience of Group Benefit and Retirement members. The role involves delivering training sessions, developing communication strategies, and collaborating with various teams to meet clients' needs. Candidates should possess strong communication and presentation skills, along with a background in group retirement products.

Qualifications

• Minimum 2 years of experience in Group Retirement and Savings products.
• Instructor-led experience and knowledge of communication materials are preferred.

Responsibilities

• Deliver virtual and onsite training sessions for group benefits.
• Develop education strategies and collaborate with internal stakeholders.
• Facilitate education sessions for plan members.

Skills

Communication

Presentation

Organizational Skills

Customer Service

Education

University degree (BA) or College Diploma

Tools

Microsoft PowerPoint

Job description

• Other Possible Location(s): Montreal, Quebec
• Job category: Sales and business development

Are you passionate about helping others achieve their personal goals and improve their financial, physical, mental and social well-being? If so, we want you to join our team as an Education Specialist!

Reporting to the Manager, Education Team the successful candidate will be a key member of our Group Benefit and Retirement Solutions Team (GBRS) and will contribute to our overall National Service Strategy. The incumbent will work very closely with the regional office teams, Client Relationship Managers, Marketing, Implementation, and other departments within iA Financial Group.

The Education Specialist will be responsible for providing the GBRS plan members with a range of activities that create an engaging education experience, which is focused on helping members deepen their learning while providing them with the support they need to achieve their personal goals, improve their health, and well-being. The Education Specialist will need to be able to answer plan members questions, address any issues, while they are facilitating member education sessions for our existing and new clients. Also, as part of their role, the Education Specialist will also be asked to represent iA Financial Group during shortlist opportunities.

What you'll do:

Deliver / facilitate onsite, virtual education / training sessions for both Group Benefits and Group Retirement members

Develop and help implement education and communication strategies to our clients

Collaborate with colleagues and internal stakeholders to design and implement learning solutions

Teach plan members how to take advantage of the tools and services available to them

Solid written and oral communication skills

Superior presentation and facilitation skills with the ability to engage audiences

Participate and be a contributing team member in the development of new education features, tools, and service

Participate in finalist presentations

Facilitate education sessions for both Group Benefits and Group Retirement plan members. Training will be made available, if needed

Qualifications:

An ideal candidate would have a strong background knowledge of Group Retirement and Savings products with a minimum of 2 years of working experience

Candidate would have knowledge of Capital accumulation plans, Defined Benefit plans, and different investment vehicles available to group plan members as well as Group Benefits (Group Insurance)

Ability to work under pressure

Highly organized self-starter with the ability to work in a team environment

Experience with designing, developing and/or has participated in creating communication material using multiple delivery methods

Instructor led experience and audio and video experience is a plus

Excellent customer service, communication, planning and presentation skills

Exceptional knowledge of Microsoft Office including PowerPoint

Life License Qualification Program (LLQP) will be required - may be done after hiring

University degree (BA) or College Diploma

Periodic travel required in Quebec and occasionally within Canada

Access to a personal vehicle

Advanced knowledge of the English language, as the person will be required to communicate orally and in writing with unilingual English internal and external partners across Canada on a daily basis via e-mail, virtual meetings and the production of English-only content.

Invest in your talent by joining our team

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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, write to us . Someone from our team will be happy to assist you.