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Senior Member Education Representative

Req. #:  14380
Department: Customer Experience - Group SavingsandRetirement,MemberEducationCentral
Location: North York, ON CA
Job Status: Permanent Full-time
Grade:  07
Category: Other
Description:

As a Senior Member Education Representative you will contribute to the ongoing success of the Group Savings and Retirement team.  You will  be responsible for delivering educational seminars to our plan members after developing, planning and organizing materials with our customers.

  • Designs customized seminars for Plan Members of new and existing clients.
  • Following seminars, conducts one-on-one sessions with Plan Members if required.
  • May be asked to be the dedicated person for Plan Member seminars for Gold and Platinum clients.
  • 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, with a minimum of five (5) years of relevant experience.
  • Mutual Fund License an asset.
  • Canadian Securities Course.
  • Life Insurance License (or equivalent related designation).
  • CFP or PFP designation.
  • Must be comfortable with a flexible 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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