Retirement & Benefits Education Specialist (Ontario)

Selectpath Benefits & Financial Inc.; London; On-site; CAD 60,000 - 65,000; Full time

Job summary

Navacord's Ontario Group Retirement Services unit seeks an Education & Engagement Specialist to deliver tailored financial education across plan members, employers, and plan administrators. You will conduct one-on-one consultations, group sessions, and webinars while creating clear, engaging materials that improve understanding of retirement and benefits programs.

You will collaborate with Advisors, Account Managers, and plan sponsors to enhance member engagement, ensure up-to-date materials,

Qualifications

• Minimum 5 years of experience in group retirement services, wealth management, financial education, financial planning, pensions or employee benefits
• Mutual Fund and/or Life License is required
• Canadian Securities Course (CSC) or IFIC or related studies or experience
• University business degree preferred
• Willingness and ability to travel throughout Ontario to attend client meetings, education sessions, seminars, and other business events as required

Responsibilities

• Deliver one-on-one educational consultations and facilitate group education sessions, seminars, webinars, workshops, enrolment meetings, and presentations for plan members, Plan Administrators, employers, and plan sponsors
• Develop and deliver customized education programs aligned with the needs of plan sponsors, Plan Administrators, and employee populations
• Create educational materials and communications that simplify complex retirement, financial wellness, and benefit concepts into practical learning experiences
• Support member engagement, communication, and wellness initiatives designed to increase participation and utilization of workplace retirement and benefit programs
• Partner with Advisors, Account Managers, plan sponsors, carriers, vendors, and external partners to coordinate educational activities and campaigns
• Explain workplace retirement and savings programs, including Group RRSPs, DPSPs, DCPPs, TFSAs, and other employer-sponsored savings arrangements
• Educate plan members on investment fundamentals, retirement readiness, contribution strategies, and financial wellness topics
• Explain workplace benefit programs, including health, dental, disability, life insurance, EAPs, wellness programs
• Educate and support Plan Administrators regarding plan administration processes, carrier tools, enrolment procedures, reporting requirements
• Support Benefits Committee meetings and provide guidance on communicating the value of total rewards, retirement, and wellness programs

Skills

Public speaking

Presentation skills

Communication

Interpersonal skills

Travel willingness

Education

University degree preferred

CSC or IFIC studies

Mutual Fund/Life License

Tools

Microsoft Office

Job description

Navacord's Ontario Group Retirement Services unit seeks an Education & Engagement Specialist to deliver tailored financial education across plan members, employers, and plan administrators. You will conduct one-on-one consultations, group sessions, and webinars while creating clear, engaging materials that improve understanding of retirement and benefits programs.

You will collaborate with Advisors, Account Managers, and plan sponsors to enhance member engagement, ensure up-to-date materials,