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Member Education Representative

Req. #:  14601
Department: Customer Experience, Group Savings & Retirement
Location: North York, ON CA
Job Status: Permanent Full-time
Grade:  06
Category: Customer Service/Back Office

Looking for a new role in a dynamic and exciting environment?

The opportunity

We’re looking for a highly motivated and talented individual to join us as a Member Education Representative. You key responsibility will be to develop, plan and organise educational sessions for our Group Savings & Retirement clients.

Professionalism, first class client service and strong presentation skills are essential aspects of this role.  You will also be able to illustrate a strong interest and knowledge in both the financial and investment industries.

Does this sound like you? If so, then please read on…  

Your role

  • Manage the end to end process for Client seminars including organisation and delivery
  • Design customized seminars for Plan Members of new and existing clients
  • Remain proactive in following up with clients where further support is required
  • Collect and maintain information database for seminar activities
  • Participate, where required, in finalist presentations for our larger clients
  • Provide training and support to the wider team
  • Keep informed of changes within the financial industry that affect your role

Your experience

  • University degree in Finance or equivalent
  • 3 to 5 years experience in a similar role
  • Mutual Fund License or Canadian Securities Course
  • Life Insurance License (or equivalent related designation)
  • Understanding of the Group Retirement Business
  • Strong presentation and communication skills

** Please note that this role requires frequent travel. You will be required to attend meetings and industry events, which may fall outside the traditional workday**

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Confidentiality of personal information
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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