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The opportunity
In this role you will be part of the Client Relations team in Canada Retirement and the primary contact for our large / jumbo clients when it comes to member education and engagement in their retirement program.
As a National Education Consultant you will be assigned to large / jumbo clients and will be responsible for managing the sponsor relationship developing the strategy around member education and planning and executing on communication initiatives. This includes but is not limited to managing communications at transition and sponsor onboarding new hire enrolment material and education plan and fund changes and custom communications to increase plan participation and engagement.
Responsibilities
Relationship management
Primary contact for the client when it when it comes to the member experience from onboarding and enrolment to plan participation and engagement.
Part of ongoing service team that meets regularly with the client to review member behavior and make recommendations around communications and education.
Support client projects and assist in change management and in resolving any issues.
If required this role will participate in large case request for proposals and shortlist presentations to support sales and retain existing business.
Education consulting and communications development
Develop an education strategy and calendar based on member behavior.
Analyze the member behavior vs benchmark and recommend education initiatives and custom communications to support the clients objectives and target outcomes.
Develop custom communications to support education strategy and client projects.
Build and deploy email communications for the client and leverage multichannel technology to increase reach and impact.
Project management and reporting
Work with client and project team to develop detailed action plan and workback schedule for communication tasks. Ensure tasks are completed timelines met resources are available and assist with eliminating any roadblocks.
Provide regular project updates on progress and timeline critical tasks and any outstanding issues and their status.
Track and report success of the communication and education initiatives and adjust strategy as needed.
How will you create impact
Reporting to the Director Financial Education in Canada Retirement you are the expert on the member experience and support sales and retention by presenting at shortlists and client meetings. You know your clients and recommend an education strategy based on data and analysis of the member behavior. You plan and execute on the communication calendar and deploy multichannel communications to increase plan participation. You measure the success of the various initiatives adjust and pivot as needed and continue to focus on building member engagement.
What motivates you
You obsess about customers listen engage and act for their benefit.
You think big with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions focusing on what matters.
You do what is right work with integrity and speak up.
You share your humanity helping us build a diverse and inclusive work environment for everyone.
What we are looking for
Excellent relationship management skills. A motivated and enthusiastic individual with a focus on service excellence.
Outstanding verbal and written communication skills. Attention to detail and the ability to translate product information into simple messages with clear calltoaction.
Proven ability to present high impact presentations in formal settings (shortlist presentation pension committee meetings for large clients / consulting community).
Superior planning and project management skills with a proven ability to execute large/complex projects with tight timeframes.
Active listening and ability to be flexible think on your feet and problemsolve.
Good knowledge and understanding of the group retirement products and member retirement savings / investment tools pension industry in Canada. RPA designation and/or willingness to obtain these designations.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where wellbeing and inclusion are more than just words.
As part of our global team well 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 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 pregnancyrelated 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 .
Primary Location
Working Arrangement
Salary range is expected to be between
$68775.00 CAD $114625.00 CADIf you are applying for this role outside of the primary location please contact for the salary range for your location. The actual salary will vary depending on local market conditions geography and relevant jobrelated 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 longterm 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 for more information about paid time off provisions.
Required Experience:
Contract
Full-Time