Relationship Development Associate

Educators Financial Group; Toronto; On-site; CAD 70,000 - 82,000; Full time

Benefits offered by this job

Health Benefits Plan (Extended Health,

Dental & Vision coverage

Pension plan with company contribution

Remote work arrangements with events

3 weeks of paid vacation

Employee Choice days

Learning and development support

Leadership coaching and team support

Community involvement programs

Job summary

Educators Financial Group is seeking a proactive Relationship Development Associate to expand its presence in the education community by connecting educators with financial solutions. The role involves extensive province-wide travel to engage, educate, and welcome new clients through networking events, conferences, district visits, webinars, and workshops.

The position reports to the Manager, Relationship Development.

Qualifications

• University degree or college diploma in business, corporate finance, commerce, or a related subject.
• Completion of Investment Funds in Canada/Canadian Securities Course Certification within 4 months of employment start.
• Minimum three years of financial services industry/advisory experience with a sales/business development focus.
• Strong English communication skills; French would be an asset.
• Strong presentation and negotiation abilities.
• Valid Ontario driver’s licence and access to a vehicle for business travel.

Responsibilities

• Regularly deliver province-wide webinars and in-person workshops on financial planning topics.
• Promote engagement in the education community at events, meetings, and conferences.
• Grow networks and refer opportunities to sales teams through visits and outreach.
• Source leads via in-market activities (lunch & learns, webinars, workshops).
• Plan and execute community events and establish a district outreach plan.
• Implement market initiatives to drive lead generation and adapt strategies.
• Collaborate with Marketing and Client Advisory Services to update workshop content.

Skills

English communication

Presentation skills

Negotiation skills

Time management

Relationship building

Education

University degree or College diploma in business/finance/commerce

Canadian Securities Course Certification

Job description

Who We Are

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the trusted life-long financial services partner of choice who helps members of the education community and their families enjoy life to the fullest.

What We Offer

We’re proud to be recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities.

Compensation and benefits packages include:

• Annual salary (hiring range): $70,000 - $82,000(subject to the candidate's relevant experience, qualifications and skills), plus annual Short-Term Incentive Plan (STIP) bonus.

• Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.

• Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.

• Remote work arrangements with an expectation to attend company-wide events, trainings, Town Halls organized at the Educators Head Office.

• 3 weeks of paid vacation and other leave entitlements.

• 2 paid Employee Choice days to give employees the flexibility to observe and celebrate days that are meaningful to their cultural, religious, or personal values.

• Learning and development support to aid professional growth.

• Experienced leaders to coach and empower employees and supportive colleagues to help when needed.

• Employee-led committees to boost engagement, initiative and idea sharing.

• A Community Care program to make a difference in the lives of people in need.

• Team building activities and optional social events.

About the Role

We’re seeking a proactive Relationship Development Associate who will play a key role in expanding Educators Financial Group's presence within the education community by building meaningful relationships and connecting educators with valuable financial solutions.

In this dynamic, client-facing role, the incumbent will be travelling a lot across the province to engage, educate, and welcome new clients through networking events, conferences, district visits, webinars, and workshops. Success in this position comes from a genuine passion for relationship-building, an ability to influence and connect with people and a commitment to helping educators achieve their financial goals.

The position reports to the Manager, Relationship Development.

This is a newly created role within the organization.

Key Responsibilities

• Regularly deliver province-wide webinars and in-person workshops on a variety of financial planning topics, collaborating closely with the Client Advisory Services Team to foster client education and engagement across the province.

• Participate in education, civic events, and activities to promote engagement in the education community, including attending teachers’ provincial council meetings and annual conferences.

• Visit key influencers and maintain an active and visible role through the development of internal and external networks to capitalize on business opportunities and referrals to the sales teams.

• Source leads through the hosting of in-market business level activities (lunch and learns, webinars, workshops etc.).

• Plan, execute, and follow-up on community, and organizational events that will drive leads. Establish and maintain a district outreach plan.

• Implement initiatives to respond to a changing marketplace, and corrective action strategies to achieve lead generation.

• Collaborate with SMEs (Marketing and Client Advisory Services Teams) to update and maintain workshop and webinar presentations, ensuring engaging and accurate content that supports business growth initiatives.

Qualifications

• University degree or College diploma in business, corporate finance, commerce, or a related subject

• Completion of Investment Funds in Canada/Canadian Securities Course Certification upon hire or within 4 months of employment start

• Minimum three years of financial services industry/advisory experience as well as a successful track record in a business development or sales-oriented role

• Strong English (both oral and written) communication skills. Proficiency in French would be an asset

• Strong presentation and negotiation skills

• Personable communication style with the ability to convey information clearly, professionally, and confidently

• Strong organizational and time management skills

• Knowledge and understanding of defined benefit pension plans, benefits, union structure, educator-specific pay grids, bargaining units, etc.

• Valid Ontario driver’s licence. Access to a personal vehicle for business travel along with appropriate auto insurance coverage for business use

Selection Process

We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from all qualified candidates who are inspired to deliver top-notch customer service and contribute to our company's success.

We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free. If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at [e-mail] to ensure appropriate arrangements are made.

We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self-identify during the application process.

Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Pre-screened applicants will then be contacted to coordinate the following:

Interview with our Talent Acquisition Specialist (up to 1 hour)

Interview(s) with our Hiring Team (1 hour)

AI in Recruitment

Educators Financial Group leverages artificial intelligence (AI) technology to enhance our recruitment process. This may include drafting of preliminary job descriptions, application screening, generation of initial interview kit questions, taking interview notes and other administrative tasks. We are committed to the responsible use of AI in our hiring practices, prioritizing both an improved candidate experience and operational efficiency. Our hiring practices remain focused on reducing biases, with all key hiring decisions made solely by our team. We are also committed to continuously reviewing and enhancing our recruitment processes to ensure alignment with industry standards and evolving regulatory requirements.