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Member Education Representative

Req. #:  14227
Department: Customer Experience, Group Savings & Retirement, Member EducationEastern
Location: Halifax, NS CA
Job Status: Permanent Full-time
Grade:  07
Category: Customer Service/Back Office
Description:

Responsible for developing, planning and organizing educational seminars and delivering them to Standard Life Group Savings & Retirement Plan Members.

  • Schedules, coordinates, organizes and delivers Plan Member seminars.
  • Designs customized seminars for Plan Members of new and existing clients.
  • Following seminars, conducts one-on-one sessions with Plan Members if required.
  • Collects and maintains information database for seminar activities.
  • Participates in finalist presentations for larger clients when required.
  • Provides training and support to other team members when required.
  • Keeps informed of changes within the industry that affect the line of business.
  • Identifies, implements and maintains controls to mitigate financial and operational risks. Ensures compliance with regulatory requirements and internal policies.

REQUIREMENTS

  • University degree in Finance or equivalent.
  • 3 to 5 years’ experience in a similar role.
  • Mutual Fund License or Canadian Securities Course is an asset.
  • Life Insurance License (or equivalent related designation) is an asset.
  • Must be comfortable with a flexible week day work schedule due to on the road travelling.

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The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.





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