Engaging clients in the lobby for Bank of America transactions through self - service resources. Accurately processing cash transactions and connecting clients to financial solutions.
About the role
- Education Consultant facilitating group retirement education sessions and developing engagement strategies at Canada Life. Aiming to maximize participation in workplace retirement plans through effective communication.
Responsibilities
- 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.
Requirements
- Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need.
- 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.
Benefits
- Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Company-matching pension plan, share ownership program and additional investment options.
- Employee recognition programs, service milestone celebrations, employee discounts and more!
- We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Stylist assisting customers with selecting Kate Spade products to express their personal style. Utilizing product knowledge to offer styling advice and encourage purchasing.
Mobile Mortgage Advisor Assistant supporting client mortgage applications in a flexible role at CIBC. Engaging clients and assisting the Mortgage Advisor in business support and development activities.
Fraud Agent in a remote role at CIBC working overnight to investigate client transactions. Ensuring effective fraud prevention and collaboration across departments to maintain customer loyalty.
Advanced Practice Provider Bilingual responsible for providing telehealth services for home care patients. Collaborating with health professionals to develop and implement care plans while ensuring patient education.
Bilingual Service Excellence Representative processing client accounts and ensuring compliance with industry regulations at Fidelity. Involves strong communication in both French and English.
Bilingual Agent position at Concentrix assisting customers with excellent communication skills. Emphasis on proactive service and growth opportunities in a collaborative setting.
Join Concentrix as a Bilingual Agent promoting professional growth and customer engagement. Seeking candidates passionate about languages with excellent communication skills.
Behavior Technician providing ABA services using evidence - based interventions for children with Autism. Collaborating with families and clinical team to enhance treatment effectiveness in Omaha, NE.
Coordonnateur régional principal soutenant l'équipe de direction régionale. Responsable des opérations régionales, de la conformité et de l'organisation d'événements.