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About the role
- Education Consultant facilitating group retirement education sessions and developing engagement strategies at Canada Life. Aiming to maximize participation in workplace retirement plans through effective communication.
Responsibilities
- 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.
- Incumbent must 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 client.
- Participate in finalist meetings to bring to life how Canada Life supports members throughout their member journey.
- Collaborate 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.
Requirements
- Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need.
- 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, plans 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.
Benefits
- Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Company-matching pension plan, share ownership program and additional investment options.
- Employee recognition programs, service milestone celebrations, employee discounts and more!
- We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
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