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Education & Engagement Consultant - Midwest
3 hours ago
Permanent Full Time
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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.
What you will do:
- 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.
What you will bring:
- Full bilingual proficiency in French is an asset for this position.
- 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
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The base salary for this position is between $56,900 - $94,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Be your best at Canada Life- Apply today
Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.
You can be your best here. You're part of a diverse and inclusive workplace where your career and well-being are championed. You'll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.
Together, as part of a great team, you'll deliver on our shared purpose to improve the well-being of Canadians. It's our driving force. Become part of a strong and successful company that's trusted by millions of Canadians to do the right thing.
Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we're one of Canada's leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.
We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
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