National Education Consultant

Manulife; Southwestern Ontario; Hybrid; CAD 68,000 - 115,000; Full time

Job summary

A leading financial services provider is seeking a National Education Consultant to enhance member engagement for large clients. The role involves developing educational strategies, managing client relationships, and implementing communication initiatives. Successful candidates will have strong relationship management skills and be fluent in English and French. This position offers a hybrid work environment and a salary range of $68,775 to $114,625 CAD.

Benefits

Health and dental benefits

Retirement savings plans

Paid time off

Qualifications

• Excellent relationship management skills and focus on service excellence.
• Outstanding verbal and written communication skills.
• Proven ability to present high-impact presentations.
• Outstanding planning and project management skills.
• Active listening and adaptability to problem-solve.

Responsibilities

• Develop and implement an education strategy for clients.
• Build custom communications and drive the communication calendar.
• Analyze member behavior and recommend initiatives.
• Support client projects and assist in change management.
• Track and report success of communication initiatives.

Skills

Relationship management

Verbal and written communication

Planning and project management

Active listening

Knowledge of retirement products

Education

RPA designation or willingness to obtain

Job description

Overview

As a National Education Consultant, you will work with large or jumbo clients and take charge of leading sponsor relationships. Your role involves developing strategies for member education and planning and driving communication initiatives. This includes leading communications during transitions and sponsor onboarding, building educational and enrollment materials for new and existing members, addressing plan and fund changes, as well as crafting custom communications to improve plan participation and engagement.

Responsibilities

• Relationship management
• Primary contact for the client when it comes to the member experience, from onboarding and enrolment to plan participation and engagement.
• Part of ongoing service team that meets regularly with the client to review member behavior and make recommendations around communications and education.
• Support client projects and assist in change management and in resolving any issues.
• If required, this role will participate in large case request for proposals and short-list presentations to support sales and retain existing business.

Education consulting and communications development

• Develop an education strategy and calendar based on member behavior.
• Analyze the member behavior vs benchmark and recommend education initiatives and custom communications to support the client’s objectives and target outcomes.
• Develop custom communications to support education strategy and client projects.
• Build and deploy email communications for the client and leverage multichannel technology to increase reach and impact.

Project management and reporting

• Work with client and project team to develop detailed action plan and work-back schedule for communication tasks. Ensure tasks are completed, timelines met, resources are available, and assist with eliminating any roadblocks.
• Provide regular project updates on progress and timeline, critical tasks and any outstanding issues and their status.
• Track and report success of the communication and education initiatives and adjust strategy, as needed.

How will you create impact?

Reporting to the Director of Financial Education in Canada Retirement, this role serves as the expert on the member experience, supporting sales and retention by presenting at shortlists and client meetings. With a deep understanding of clients, the role involves recommending an education strategy based on data and analysis of member behavior. Planning and driving the communication calendar, deploying multichannel communications to boost plan participation, and measuring the success of various initiatives are key responsibilities. Adjustments and pivots are made as needed to maintain a strong focus on building member engagement.

What we are looking for

• Excellent relationship management skills. A motivated and enthusiastic individual with a focus on service excellence.
• Outstanding verbal and written communication skills. Attention to detail and the ability to translate product information into simple messages with clear call-to-action.
• Proven track record to present high impact presentations in formal settings (shortlist presentation, pension committee meetings for large clients / consulting community).
• Outstanding planning and project management skills with a shown ability to implement sophisticated projects with tight timeframes.
• Active listening and ability to be flexible, think on your feet and problem-solve.
• Good knowledge and understanding of the group retirement products and member retirement savings / investment tools, pension industry in Canada. RPA designation and/or willingness to obtain these designations.

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

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 Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$68,775.00 CAD - $114,625.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.