Investment Education Specialist

Closing Date: May 4, 2025

This role is a unique opportunity to help build and deliver high-impact investment education programs that support internal teams and key partners. You’ll collaborate across BCI to enhance understanding of our corporate strategies, investment-related topics, and client expectations.

If you’re passionate about translating complex investment concepts into clear, engaging learning experiences, we’d love to hear from you. Apply now, applications will be reviewed as they come in.

THE DEPARTMENT

The Corporate & Investor Relations (CIR) department plays a crucial role in maintaining and enhancing BCI's relationships with its clients and stakeholders through world-class engagement and has three core functions: Client Partnerships, Strategic Communications and Corporate & Brand Communications. CIR is responsible for understanding the clients' needs and representing their interests within the organization, helping them develop investment strategies and policies, and communicating effectively with both internal and external audiences.

The Strategic Communications branch deepens BCI’s relationships across its clients, internal teams, and employees through the development and implementation of broad engagement, communication, and visual brand strategies that build awareness, understanding, and knowledge of BCI’s organization and investment strategies.

THE OPPORTUNITY

Reporting to the Senior Manager, Investment Education, the Investment Education Specialist supports the planning, coordination, and implementation of BCI’s client and internal investment education programs. The Specialist works with members of the broader CIR team and with individuals throughout BCI and our strategic partners (such as QuadReal) to support the delivery of high-quality education and knowledge-building events that build a deeper understanding of BCI’s corporate strategies, client expectations, and investment-related matters.

WHAT YOU BRING

• University degree or College diploma in communications, public relations, or event management and planning
• Excellent interpersonal skills with the ability to communicate and work collaboratively with internal and external stakeholders
• Strong project and time management skills with the ability to work in a deadline-driven environment
• Ability to assess project complications and swiftly deal with them to ensure client satisfaction
• 2-4 years' experience in corporate event planning that encompasses:
• project planning
• meeting and event design (program development, speaker management, coordination of Food & Beverage, AV, registration systems, etc.)
• event marketing (development of materials, contribution to PR activities)
• site management (selection, layout, logistics, transportation, onsite communications)
• stakeholder, staffing and/or volunteer management (related to event delivery)
• event feedback and participant surveys
• expense tracking
• Strong computing skills: Microsoft 365; Adobe Acrobat; related applications
• Experience working with intranets, extranets, digital apps, and platforms
• Preference will be given to candidates with project management certifications such as the PMP or CAPM and completion of the CFA Institute Investment Foundations Program or Canadian Securities Course

KEY RESPONSIBILITIES

Assists with the Planning and Delivery of Client and Employee Investment Education and Events:

• Supports the planning, coordination, and execution of client and internal education programs such as Investor Day, educational workshops, client webcasts, the BCI Academy, the client Investment Curriculum, Client Meeting Videos and tours of BCI’s portfolio companies
• Sources, manages, and coordinates with external event services as required, including virtual event producers, AV technicians, venues, caterers, transportation, on-site communications, etc.
• Develops a critical path/project plan for all events that include, but is not limited to, event design, program and content development, speaker management, facility booking, food and beverage arrangements, audio-visual provisioning, and registration systems
• Assists in the preparation of event budgets and associated financial reporting
• Supports speaker scheduling, preparation, and event day coordination
• Oversees and manages RSVPs and attendance tracking
• Leads the execution of client webcasts

Assists with the Planning and Creation of Related Communication Materials:

• Maintains a rolling 12-month education and events calendar
• Supports the creation and distribution of event-related communication assets, including marketing materials, written documents, presentations, videos, webcasts, etc.
• Assists with the marketing and promotion of each event
• Leads the development of post-event surveys and produce summary reports of key insights
• Plans, writes, and uploads content for BCI’s client portal and intranet

Collaborates with Team Members and Stakeholders:

• Works collaboratively with other CIR team members on deliverables
• Works closely with members of the BCI team to strengthen client confidence in BCI and measurably improve client and internal satisfaction levels
• Represents the Investment Education team in liaising with both internal and external event stakeholders

WHERE YOU WILL WORK

• Work from our downtown Victoria office; relocation support is available if needed.

SALARY RANGE

BCI offers a competitive total rewards package which includes a performance-based incentive plan, comprehensive health & dental benefits, a defined benefit pension plan and paid time off.

The annualized base salary range for this role is CAD $77,000 to $90,000.

The base salary offered to the successful candidate will consider a wide array of factors including but not limited to the individual’s skill set, level of experience applicable to the role they are being offered and consideration to internal equity.

We pay our people competitively in the markets in which we compete for talent and with consideration to internal equity and job structure. We aim for actual pay to be around the median of the market for target or expected levels of performance, and around the upper quartile of the market for excellent performance.

Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to, experience and expertise.

WHY APPLY TO JOIN BCI

With our values as our anchor, it’s our people that help shape employee-focused initiatives and who create the environment we work in each day – all of which further strengthens our culture. BCI has been recognized as one of Canada’s Top 100 Employers – for the sixth consecutive year - and has built programs and benefits to support all our employees, including:

• Extended health and dental coverage, start on your first day of work. We have you covered!
• Our telehealth provider Dialogue connects you and your family to virtual healthcare appointments.
• Eligibility to the defined benefit BC Public Service Pension Plan providing you with a secure retirement income.
• Time off includes: 20 days vacation, 6 paid sick days, 6 paid personal days, and 2 paid days for volunteering – to support physical, mental, and community health.
• Four days in office, with the option to work from home once a week, promoting both a collaborative work culture and a healthy work-life balance.
• Annual wellness allowance to support an active lifestyle as well as physical well-being when working at home.
• On-going learning through our in-house mentoring program, professional dues support, tuition reimbursement, and online and in-house learning.
• Relocation support is available if a move to one of BCI’s locations is required.
• Invested in your learning: BCI investment professionals lead a monthly Investment Club to share industry knowledge with employees who work in other departments.

TO APPLY

Applications will be reviewed on a rolling basis, and shortlisted candidates will be contacted for initial discussions. Interviews may commence earlier than the closing date. Don't miss this opportunity – apply now!

Referrals: If you intend to list a current BCI employee as a referee, please contact them first to confirm their consent. A valid BCI email address is required, and all referrals will be verified internally.

We welcome applications from all qualified candidates who are interested in applying for this role. You will need to be legally authorized to work in the country where this job is located. If you currently do not have authorization, or if your work permit has restrictions, or is due to expire in 12 months or less, please ensure to flag this to our recruitment team if your application is shortlisted.

At BCI, we value diversity and believe in fostering an inclusive culture where all employees can be successful.

We are performance and client focused and value integrity; if you share these values, we want to know you.

We recognize that some skills can be learned on the job and encourage all to apply.

If you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations), contact us at hr@bci.ca .

We would like to hear from you!