Change Management Consultant providing change management support across Canadian Operations at Sun Life. Developing integrated change strategies and executing change plans for various initiatives.
About the role
- Senior Education Consultant delivering financial education to enhance retirement decision-making for group retirement plan members while collaborating with financial wellness teams.
Responsibilities
- 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
Requirements
- 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
- 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)
Benefits
- 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
- 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
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