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Education & Engagement Consultant

Education & Engagement Consultant

TechAlliance of Southwestern Ontario, London Economic Development CorporationToronto, ON, Canada
4 days ago
Salary
CA$58,600.00–CA$97,700.00 yearly
Job type
  • Full-time
Job description

Reporting to the Associate Manager, Education & Engagement, you will be responsible for facilitating group retirement education session(s) and developing education and communication strategies to maximize engagement and participation in retirement plans. A key measure of success in this role will be driving outcomes including the retention of client assets, increasing membership / contributions, and the transfer of assets from other financial institutions.

Accountabilities :

  • Primary focus on educating and servicing clients.
  • Create and execute annual communication and education strategies.
  • Work with Plan Sponsors to emphasize and encourage plan participation, maximization, transfers in and enrolment in voluntary plans.
  • Manage sessions with emphasis on time and cost management (travel budget).
  • Create and deliver member presentations and written communications within Canada Life marketing guidelines and observing market conduct issues.
  • Actively support the implementation process and develop member communication and education strategies.
  • Work closely with Client Relationship Managers to ensure appropriate educational sessions and communications are provided to clients.
  • Participate in finalist meetings to bring to life how Canada Life supports members throughout their member journey.
  • Partner with the National Education & Engagement team to create and improve content of Group Retirement Services standard sessions, coordinate both in-person and virtual education sessions, and share best practices.

Required Competencies and Behaviors :

  • Full bilingual proficiency in French is an asset for this position.
  • Must have group retirement experience with a background in the financial services industry.
  • Customer service focus with an ability to build strong relationships with clients, our broker / advisor community and consultants or plan sponsors.
  • Excellent communication skills, both verbal and written, with an emphasis on negotiation skills.
  • Superior presentation skills with a proven ability to present investment and retirement planning topics to pension committees, plan sponsors and group audiences.
  • Excellent organizational and time management skills with the ability to manage multiple priorities and adapt to fluctuating work volumes while working independently.
  • Proficiency using Microsoft PowerPoint, Word and Excel.
  • Quick thinking and innovative.
  • Must have a vehicle, insurance, and valid driver's license.

    • The base salary for this position is between $58,600.00 - $97,700.00 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission, etc.). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

    Be your best at Canada Life - Apply today!

    Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

    We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

    Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

    LI-Hybrid

    Requisition ID : 2915

    Category : Sales and Business Development

    Location : Toronto, ON, CA

    Date : Feb 13, 2025

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