Employee Engagement Consultant responsible for educating clients on collective retirement plans. Creating communication strategies and supporting client engagement initiatives while maximizing participation.
Responsibilities
Educate and support clients (your primary responsibility).
Develop and implement annual communication and training strategies.
Work with plan administrators to promote and encourage plan participation, contribution maximization, inbound transfers, and enrollment in optional plans.
Deliver information sessions while effectively managing your time and costs (travel budget).
Create and deliver participant presentations and draft written communications for participants, in accordance with Canada Life marketing guidelines and business and professional practices.
Actively support the implementation process and develop communication and information strategies for participants.
Work closely with Client Relations Directors to ensure appropriate training sessions and communications are provided to clients.
Participate in meetings with selected bidders to demonstrate how Canada Life supports participants throughout their journey.
Collaborate with the national Learning and Engagement team to create and enhance standard Group Retirement Services session content, coordinate in-person and virtual training sessions, and communicate best practices.
Requirements
Bilingualism (proficiency in French and English) required, as the role will regularly serve both francophone and anglophone clients.
Experience with group retirement plans, preferably within the financial services sector.
Customer-service oriented approach; ability to build strong relationships with clients, our broker/advisor community, and consultants or plan administrators.
Excellent verbal and written communication skills; strong negotiation abilities are required.
Superior presentation skills; proven ability to present investment and retirement-planning topics to pension committees, plan administrators, and groups.
Excellent organizational and time-management skills; ability to manage multiple priorities and fluctuating workloads while working independently.
Proficiency with Microsoft products (PowerPoint, Word, and Excel).
Ability to think quickly and generate new ideas.
Valid driver's license and access to an insured vehicle.
Benefits
Professional development: We offer opportunities for career advancement, access to leading learning programs, and tuition reimbursement up to $2,000 per year.
Health and wellness: We provide flexible medical and dental benefits, plus $5,000 of mental health coverage to support your well-being.
Time off: In addition to vacation and personal days, we provide a dedicated volunteer day to support community involvement.
Financial security: Employees have access to a retirement plan with employer matching contributions, an employee share purchase plan, and other investment options.
Rewards and recognition: We offer recognition programs, employee discounts, and celebrate major service anniversaries.
Sense of belonging: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social committees, and various events.
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