Education Specialist

Posted 2 Days Ago
Be an Early Applicant
3 Locations
58K-97K Annually
Mid level
Fintech • Insurance • Financial Services
The Role
The Education Specialist develops and delivers educational campaigns to enhance member engagement in retirement programs, collaborating with internal teams and managing client relationships.
Summary Generated by Built In

Join us as an Education Specialist with Canada Retirement's National Education Team, where our mission is to engage plan members and encourage their active participation in group retirement programs. In partnership with plan sponsors, we develop a variety of educational and communication materials that drive member engagement and informed decision-making.

Reporting to the Manager of Member Education, you will be responsible for developing and delivering impactful education campaigns that enhance member engagement and grow assets within group retirement plans.

In this role, you'll consult and collaborate with multiple internal teams to create high-impact educational offerings for plan members. With a strong customer service orientation, you'll support our Sales and Client Relations teams throughout the presale process, implementation, and ongoing delivery of tailored education materials.

Position Responsibilities:

Relationship Management:

  • Serve as the primary contact for Client Relations and Sales teams when it comes to assessing and recommending education initiatives for clients in the $10 to $40 million.

  • Work with our Sales and Service teams to understand the clients’ needs and propose the right education campaign.

  • Collaborate with internal partners, including Marketing, Design and Creative teams to create high-impact educational material for plan members.

  • Assist the National Education Consultants execute on large implementations and strategic initiatives.

Consulting:

  • Support and contribute to the presale process, assessing the best education solutions for clients.

  • Guide the field in selecting templates and tools that meet client needs, promote plan growth, and encourage member engagement.

  • Recommend enhancements to our education strategy based on the effectiveness of various approaches and materials.

Project Management:

  • Manage and negotiate timelines. Coordinate numerous education and communication tasks to meet client expectations for scope, time, and quality.

  • Create clear, accurate content for plan member communications, ensuring key messages are effectively conveyed across various formats.

  • Develop and deploy email campaigns to maximize impact and enhance the customer experience.

  • Schedule education sessions, manage calendars, and ensure timely delivery of promotional materials.

  • Oversee education and communication budgets for clients with assets between $10 and $40 million.

Required Qualifications:

  • A university or college education in a related field and/or 3+ years of experience in marketing, communication, or the financial services/insurance industry, preferably in group benefits or retirement areas.

  • Experience in project management or business within pensions and/or retirement savings is an asset.

  • Strong attention to detail and commitment to accuracy.

  • Willingness to pursue the RPA designation.

  • A desire to grow into a National Education Consultant role.

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

When you join our team:

  • We’ll empower you to learn and grow the career you want.

  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we’ll support you in shaping the future you want to see

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Primary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$58,275.00 CAD - $97,125.00 CAD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

Top Skills

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The Company
HQ: Toronto, Ontario
32,427 Employees
On-site Workplace

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.
Visit www.Manulife.com to find out more.

For Manulife terms of use, please visit http://bit.ly/SM_Terms

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