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.

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.

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.