Permanent Jobs in Fergus%2C on%2C ca

Permanent Full Time

Reporting to the Associate 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 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.

Accountabilities :

• 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.
• Manage sessions with emphasis on time and cost management (travel budget).
• Create and deliver member presentations and written communications within Canada Life marketing guidelines.
• 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 clients.
• Participate in finalist meetings to demonstrate how Canada Life supports members throughout their journey.
• Partner 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.

Required Competencies and Behaviors :

The base salary for this position is between $58,600.00 - $97,700.00 annually. This represents base salary only and does not include other variable compensation components. If you are selected to move forward in our recruitment process, your recruiter will 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, with closing dates varying 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, shaping 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 consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected].

Canada Life would like to thank all applicants; however, only those who qualify for an interview will be contacted.

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