Senior Education Consultant

Job Description

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As part of our Group Retirement Services (GRS) team, you’ll play a key role in empowering plan members to make confident financial decisions and build brighter futures by delivering expert financial education and retirement planning support. Reporting to the Manager, Financial Wellness and Member Education, the Senior Education Consultant will deliver high-quality education sessions and personalized consultations to group retirement plan members, helping them maximize their group retirement programs and make informed decisions about their financial future.

As a Senior Education Consultant, you’ll support Sun Life’s group retirement clients by delivering customized financial education strategies that help their employees understand and maximize their retirement plans. You’ll be the face of Sun Life for plan members — bringing expertise, clarity, and care to every interaction. This role combines financial expertise, client relationship management, and strong communication skills to enhance the member experience, promote financial wellness, and strengthen client satisfaction and retention across the organization’s GRS portfolio.

What will you do?

• Deliver engaging and interactive financial group education sessions (in-person and virtual) on topics such as saving and investing, planning for retirement, and overall financial wellness.

• Conduct one-on-one individual consultations (in person or virtual) to help plan members maximize their plan benefits and offer personalized guidance on savings, investments, and retirement income strategies through the use of planning tools

• Partner with Client Relationship Executives and Plan Sponsors to develop and execute tailored education strategies that meet the specific demographics, needs, and goals of client organizations.

• Contribute to increasing GRS assets under administration through member interactions with a focus on asset consolidation, increased contributions, and asset retention.

• Support new plan implementations by helping educate members during onboarding and driving early engagement.

• Contribute to the design and enhancement of the financial wellness program and to the development of educational tools, webinars, and digital campaigns to reach diverse audiences.

• Adhere to regulatory and ethical standards, ensuring all education and guidance complies with industry and organizational guidelines.

• Stay current on trends in retirement planning, behavioral finance, and financial literacy to keep education materials relevant and impactful.

• Support special campaigns and contribute to the overall success of the education team

What do you need to succeed?

• 5+ years of experience in retirement education, wealth management, or financial planning.

• Bachelor’s degree in Finance, Business, Economics, or a related field.

• Completion of IFIC (Investment Funds Institute of Canada), CSC (Canadian Securities Course) or Certified Financial Planner (CFP) designation (F.Pl. designation in QC).

• Demonstrated experience in delivering financial education or advising clients in a retirement context.

• Deep knowledge of Group Retirement Services (GRS) products, retirement plan design, taxation, provincial/federal legislation, investment principles, and financial planning concepts.

• Proven ability to build rapport and trust with diverse audiences—ranging from front-line employees to executives.

• Excellent presentation, communication and facilitation skills—able to translate complex financial topics into accessible, engaging content.

• Strong interpersonal, organizational, and relationship management skills.

• Proficient in Microsoft Office Suite and virtual meeting tools (Teams, Zoom).

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide

Unique Requirements:

• A valid and active Insurance of Persons license (1a)

• Significant travel may be required, including overnight travel within province.

• Access to a vehicle is required.

• This role requires work hour flexibility in order to meet clients' needs (including early mornings, nights and weekends) – 24/7 shifts may be required to support large client initiatives in remote areas or specific industries.

What's in it for you?

• Hybrid work environment

• A friendly, collaborative, and inclusive culture

• 20 vacation days per year

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension, stock and savings programs to help build and enhance your future financial security

• The opportunity to move along a variety of career paths with amazing networking potential

• Access to our Global Learning Centre, available 24/7 for your learning needs

• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada

• Great Place to Work® list for Best Workplaces for #HybridWork 2022

• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022

• Named “Best Places to Work” by Glassdoor, 2021 and 2023