Senior Education Strategist

iA Groupe financier; Calgary; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

Performance bonus

EFAP

Employee share purchase plan

Vacation program

Wellness days

Personal development days

Discounts on iA products

Job summary

iA Financial Group in Canada is seeking a Senior Education Strategist to shape and advance the education strategy across Group Benefits and Retirement Solutions. You will develop scalable, outcome-focused education initiatives that strengthen member experience and support client retention and growth.

Reporting to the National Manager of Education, you will partner with Sales, Marketing, Implementation and other teams to design solutions, lead strategic projects from concept to measurement, and

Qualifications

• University degree or equivalent with relevant professional experience.
• Minimum 5 years in financial services, group insurance, or retirement education.
• LLQP qualification or ability to obtain within first year.
• Strong presentation, facilitation, and communication skills; bilingual French/English a plus.

Responsibilities

• Develop proactive education and member engagement strategies.
• Partner with Sales, Client Relationship Managers, and others.
• Lead education projects from design to measurement.
• Support business development, finalist, retention opportunities.
• Train Educators and share best practices.

Skills

Strategic thinking

Education strategy

Presentation skills

Communication

Cross-functional collaboration

Analytical skills

Project management

PowerPoint

Excel

Education

University degree

LLQP qualification

Tools

PowerPoint

Excel

CRM systems

Job description

• Job category: Sales and business development

Are you passionate about the member experience and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Senior Education Strategist, you will help shape and advance the education strategy across Group Benefits and Retirement Solutions. You will develop proactive, scalable and outcome-focused education strategies that strengthen the member experience while supporting client retention, business development and broader business priorities.

Reporting to the National Manager of Education, you will act as a strategic Education partner to Service, Sales, Marketing, Implementation and other internal stakeholders. Bringing a consultative and strategic lens to complex client needs, business opportunities and member engagement challenges, you will help determine where Education can add the greatest value and design solutions that are effective, sustainable and aligned with business needs.

You will also play a key role in advancing strategic Education projects and initiatives from concept through implementation, measurement and continuous improvement. Working closely with the Education Member Engagement Lead, you will help evolve the overall Education offering while strengthening the Education team’s strategic and consultative capabilities through expertise sharing, training, tools and best practices.

What you’ll accomplish with us

As a Senior Education Strategist, you’ll be at the core of our mission. Here are the main responsibilities:

• Develop proactive education and member engagement strategies that support strategic client needs and Group Benefits and Retirement Solutions priorities.


• Act as a strategic Education partner to Sales, Client Relationship Managers and other internal stakeholders on complex opportunities and initiatives.


• Lead and contribute to strategic Education projects and initiatives from solution design through implementation, measurement and continuous improvement.


• Support select business development, finalist, retention and client opportunities where senior Education expertise provides meaningful value.


• Partner closely with the Education Member Engagement Lead to develop and evolve education approaches, member engagement strategies and scalable solutions.


• Leverage data, client feedback and industry trends to identify emerging needs, measure impact and recommend improvements to Education strategies and programs.


• Improve Education processes, frameworks and ways of working to increase consistency, efficiency and scalability.


• Train, mentor and support Educators by sharing expertise, tools and best practices to strengthen team capabilities and support consistent delivery. This role requires occasional travel within the province, with some travel across Canada.

What could accelerate your success in this role

We’re looking for someone who:

• Holds a university degree or an equivalent combination of education and relevant professional experience.


• Minimum 5 years of relevant experience in financial services, group insurance, group retirement, financial wellness, financial planning, education or a related field. Knowledge of either Group Insurance (GI) or Group Savings and Retirement (GSR) is welcome; having experience in both is an asset.


• Has demonstrated experience developing strategies and leading complex projects or cross-functional initiatives from concept through execution.


• Demonstrates excellent presentation, facilitation and communication skills, with the ability to simplify complex concepts for different audiences.


• Brings strong business acumen and analytical skills, with the ability to connect member needs, client objectives and broader business priorities and translate data and insights into recommendations and actions.


• Demonstrates the ability to collaborate and influence across multiple teams without direct authority and is highly organized, self-directed and comfortable navigating ambiguity and managing multiple priorities.


• Has exceptional knowledge of Microsoft Office, including PowerPoint.


• Life License Qualification Program (LLQP) qualification is required; candidates who do not currently hold the qualification must complete it within the first year of employment.


• Bilingualism in French and English would be considered an asset.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;


• AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;


• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;


• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.


• Competitive retirement savings plan


• Employee share purchase plan


• Vacation program, wellness days, and personal development days


• Employee and Family Assistance Program (EFAP)


• Ergonomic furniture program


• Performance bonus


• Discounts on iA products


• And much more!

Get ahead of your career, where your talent belongs

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.

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.