Retirement Education Consultant
Permanent Hybrid | Scarborough, ON
Compensation Range
$80K - $100KCompensation will be determined based on the successful candidate's experience, skills, and qualifications, and may also be influenced by internal equity and market conditions.
Description
Responsibilities:
Financial Wellness & Education
- Lead and manage organization’s Financial Wellness initiative, ensuring alignment with client needs and industry best practices.
- Develop a comprehensive annual Financial Wellness calendar with monthly education topics for plan sponsors.
- Design and maintain engaging educational content covering retirement, savings, investment basics, and financial wellness.
Member Communications & Presentations
- Create clear, effective member communication materials across presentations, written content, webinars, and digital formats.
- Deliver group education sessions (in-person and virtual) for plan members on topics such as plan enrolment, contribution strategies, investment fundamentals and retirement readiness.
- Tailor materials to suit diverse plan sponsors and member audiences
One-on-One Member Support
- Provide one-on-one support to plan members on enrolment, contributions, investment options, tools, and general plan features.
- Support members in navigating their retirement and savings programs within regulatory and advisory boundaries.
- Respond to ongoing member inquiries promptly and professionally.
Collaboration & Consulting Support
- Partner with consultants, account managers, and external stakeholders to ensure a seamless member experience.
- Contribute to client engagement strategies and value-added education initiatives.
- Stay up to date on Canadian retirement, benefits, and financial wellness trends, legislation, and best practices.
Qualifications
- Post-secondary education in finance, business, or a related field.
- 5+ years of experience in retirement, benefits, financial education, or financial services.
- Strong understanding of Canadian workplace retirement and savings programs (Group RRSPs, DPSPs, DC pensions, etc.).
- Experience building and delivering presentations and facilitating group education sessions.
Must have, or be willing to obtain:
- CEBS Retirement Plans Associate (RPA)
- Life Licence Qualification Program (LLQP)
- Canadian Securities Course (CSC) is considered an asset.
- Must have a valid driver’s licence and access to a car
Skills & Competencies
- Exceptional written and verbal communication, with the ability to simplify complex concepts.
- Strong facilitation and presentation skills (both in-person and virtual).
- Professional, empathetic, and client-service oriented.
- Excellent organizational skills with the ability to manage multiple initiatives and deadlines.
- Proficiency with Microsoft Office; experience with member platforms is an asset
Apply Today
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