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.
Bilingual Nurse Case Manager supporting patients, providers, and medication access for Cencora’s Innomar Strategies pharmaceutical services. Coordinating case management, therapy funding, adherence, and treatment logistics.
Bilingual Document Specialist creating accurate Group Benefits contracts and handbooks for Sun Life Canada. Partnering across teams to translate plan designs into customer - ready documents.
Bilingual BDC Representative converting inbound and outbound automotive dealership leads for Optimy.ai. Securing qualified Sales and Service appointments through AI - assisted customer engagement.
Remote bilingual Dealer Experience Advisor supporting orders, shipping, inquiries, and portals. Serving dealers for Napoleon, a Canadian home - comfort products manufacturer.
Bilingual French Mental Health Care Coordinator coordinating EFAP counselling and support services for Homewood Health, Canada’s mental health and addiction treatment provider. Conducting intake screening, risk assessments, referrals, and safety planning.
Gestionnaire bilingue supervisant trésorerie, comptes en fidéicommis et comptes fournisseurs chez McCarthy Tétrault, cabinet d’avocats canadien. Direction d’équipe et optimisation des opérations financières nationales.
BMO business banking specialist supporting bilingual Canadian small - business customers with sales, service, advice, and tailored financial solutions. Remote role serving French - and English - speaking clients.
Field Health Case Manager coordinating pharmaceutical patient support programs for patients and clinics across Quebec. Supporting enrollment, reimbursement access, clinic training, and treatment access.
Bilingual proofreader reviewing and formatting client press releases for Notified, a PR and investor - relations technology provider. Supporting global distribution, regulatory filings, account maintenance, and customer service.
Bilingual Product Support Associate supporting Float’s finance - management platform through technical troubleshooting and customer education. Maintaining knowledge systems and improving customer service operations.