Stratège principal(e), Éducation, Solutions d’assurance collective et de retraite

Industrial Alliance Insurance and Financial Services Inc; Calgary; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and D

Telemedicine services

EFAP

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group in Calgary, AB is seeking a Senior Education Strategist to shape the education strategy across Group Benefits and Retirement Solutions. You will design scalable, outcome-focused education programs and partner with Sales, Client Relationship Managers, and Marketing to enhance member engagement and client retention.

The role requires 5+ years in financial services/education, LLQP, and strong presentation skills. Hybrid work model with travel across Canada is supported.

Qualifications

• Holds a university degree or equivalent combination of education and experience.
• Minimum 5 years of relevant experience in financial services, group insurance or retirement education.
• LLQP qualification is required; must complete within the first year.
• Bilingualism in French and English is an asset.

Responsibilities

• Develop proactive education and member engagement strategies that support client needs and priorities.
• Act as a strategic Education partner to Sales, Client Relationship Managers and other stakeholders on complex opportunities.
• Lead education projects from design through measurement and continuous improvement.
• Collaborate with Education Lead to evolve education approaches and scalable solutions.
• Leverage data and client feedback to identify needs and improve education programs.
• Train and mentor Educators to strengthen team capabilities and delivery.

Education

University degree

LLQP qualification

Tools

PowerPoint

Job description

Senior Education Strategist# Get ahead, where your talent belongs## Senior Education StrategistApply: Calgary, Alberta: Full time: Posted Today: End Date: November 13, 2026 (14 days left to apply): JR10028190## **Job Description****Build the future with us** 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 Benefits** * Flexible group insurance plans* Competitive retirement savings plan* Employee share purchase plan* Vacation program, wellness days, and personal development days* Telemedicine services* Employee and Family Assistance Program (EFAP)* Ergonomic furniture program* Performance bonus* Discounts on iA products* And much more! **Apply now and get ahead of your career, where your talent really belongs!** **Still unsure about applying?** At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply: your place might be with us, and we want to get to know you!## **Location(s)**Calgary / 401 9 Ave SW## **Other Possible Location(s)**## ## **Company**iA Financial Group## **Posting End Date**2026-11-13