Education & Engagement Consultant

The Canada Life Assurance Company • Toronto, ON

2d • CA$59,800 - CA$99,700 • Hybrid

About The Position

Permanent Full Time - Reporting to the National 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 workplace 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.

Requirements

• 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

Nice To Haves

• Bilingual in French is an asset for this position

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.

Benefits

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security: Company-matching pension plan, share ownership program and additional investment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed