Business Execution Consultant supporting infrastructure functions within Wells Fargo's Wealth & Investment Management division. Involves execution support and collaboration with branch leadership and governance partners.
About the role
- 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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