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Senior Event Planner

2 months ago

Toronto, Ontario, Canada Financière Sun Life Full time
Job Description

Reporting to the Manager, Events Sun Life Financial Distribution (SFLD), the Senior Event Planner will be responsible for managing and executing a variety of high-quality meetings and events from end-to-end. This includes the event design, planning, execution and post-event analysis of advisor and employee experiences for in-person and virtual events.

Key Responsibilities
  • Lead the project management, planning and execution of events with medium to high complexity such as international events, national kick-offs, roadshows, educational conferences, and other multi-day meetings
  • Lead project team members and use diplomacy and tact to resolve difficult situations
  • Role can be responsible for any aspect of an event including project management, budget management, creative ideation, travel, gift selection, food and beverage management, seating plans, room assignments, travel manifests (air, ground and hotel)
  • Collaborate closely with Recognition and Creative & Communications teams on website development, registration, creative and communications tactics, qualifier lists, award winners, etc.
  • Source, contract and manage vendors including destination management companies, venues, translation companies, keynote speakers, graphic designers, and promotional items
  • Incorporate innovative ways to involve and interact with our audiences, cultivating memorable and enduring experiences
  • In conjunction with business partners, develop business agendas that motivate, inspire, connect and educates attendees; develop key messages and themes; leverage industry network to recommend external speakers who can help drive business results through engaging presentations
  • Destination research, recommend, and source domestic and international hotel properties and venues
  • Ensure exceptional performance of operations, strategy, creative execution and effectiveness of all events
  • Develop and manage the detailed project schedule and milestone checkpoints
  • Assist with the design, creation and implementation of marketing and communications strategies for all events
  • Adhere to company policies and industry best practices for the event planning processes, pre, during and post-events
  • Manage complex project budgets including approval, and forecasting processes for events; identify opportunities for savings
  • Risk management/mitigation at sponsored events and activities
  • Accountable for the preparation of monthly budget, CE accreditation and taxation reports
  • Commitment to continuous improvement with the aim of making processes as efficient as possible, while delivering quality results
  • Assist with the creation of processes and procedures documentation
Requirements
  • 10 or more years' experience leading/assisting with multi-faceted events both virtually and in person
  • 5 or more years' experience leading international events
  • Fluency in MS Office Suite of tools (Word, Power Point)
  • Advance technological abilities including Excel skills
  • A university degree or college diploma in a related field
  • Ability to build strong business relationships in order to challenge the status quo to develop and execute creative and innovative experiences
  • Ability to influence executive stakeholders and partners on business decisions
  • Ability to interpret internal and external business issues and recommend best practices based on industry knowledge and experience
  • Interpersonal, leadership, budget management, project management and analytical skills
  • Presentation, facilitation, interpersonal and coaching skills
  • Knowledge of industry-related contracts and terminology (e.g. hotels, venues, speakers, DMCs, etc.)
  • Experience with marketing and communications strategies for virtual and in-person events
  • Problem-solving abilities
  • Coping with change and ambiguity, not afraid to challenge the status quo or try new things
  • Demonstrated professionalism and diplomacy, respect for business protocol
  • Ability to assist in developing new processes, communication plans, documentation, and presentations
  • Self-motivated with ability to work in a team environment with internal and external partners
  • A knack to drive continuous improvement
  • Agency experience in a similar function
  • In-depth complex budget management experience
  • Understanding of distribution channels
  • Knowledge of tax legislation applicable to meetings
  • Experience in meeting planning in the financial services industry
  • Involvement in industry-related associations