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Job Type: Full Time
Location: Vancouver, BC, CANADA;
Job Category: Training and Education ; Other Training and Education Jobs
Job Industry: Insurance
Job Career Level: Experienced
Year(s) of Experience: 3
Number Of Positions: 1
Date Posted: Mar 15, 2013
In this role you will be responsible to facilitate member education session(s) for new plan sales and ongoing member communication and education. This role is also responsible for setting the strategy for member communication and education. The incumbent sells the benefits of joining a group plan and are key at acquiring and maximizing member level transfers and increased contributions. When fully trained, this position will have advanced level knowledge of the group retirement business. The successful candidate will form part of the GRS member communication and education team and will work through this team to update and improve content of GRS standard sessions. In support of the National Service Strategy, you will be required to create special one off education presentations. A key measure of success in this role will be the retention of client assets, increasing membership/contributions and the transfer of assets from other financial institutions.


• Primary focus on educating and servicing all clients within the National Service Program
• Incumbent must manage sessions with emphasis on time and cost management (travel budget)
• Participates in Finalist Presentations
• Work with Plan Sponsors to emphasize and encourage high plan member enrolment
• Create and deliver member presentation and written communication within GRD marketing guidelines and observing market conduct issues
• Actively support the implementation process and develops member communication & education strategies
• Through the National Service Program provide added educational benefit to members through education meetings and member communication
• Works closely with Client Relationship Manager to ensure appropriate educational sessions and communications are provided to client set as per the National Service Program
• Works as part of a team to update and improve content of GRS standard sessions.
• Accountable for creating any special focus employee sessions (e.g. older workers retirement planning)
• Contributes to the growth of the average assets per member
• Secondary responsibility of role is to provide ongoing servicing to clients within the National Service Program

Qualifications and Competencies:

• Education and skills acquired through a specialized university degree e.g. Communications, Marketing, , business specialization, or equivalent
• Retirement Planning Associate Designation (CEBS)
• Certified Financial Planning Designation (CFP)
• Superior analytical and organizational skills; ability to handle multiple priorities while meeting tight deadlines.
• Customer service focus
• Excellent verbal and written communication skills
• Proficiency using Microsoft PowerPoint, Word and Excel.
• Superior presentation skills with a proven ability to present investment and retirement planning topics to group audiences
• Excellent organizational and time management skills
• Quick thinking and innovative
• Strong background in group retirement services industry
• Requires car as travel is necessary

Interested candidates are encouraged to apply with a cover letter and resume to by Friday April 12, 2013

We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We will contact you if you are selected for an interview.

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