National Education Consultant

As a National Education Consultant you will work with large or jumbo clients and take charge of leading sponsor relationships. Your role involves developing strategies for member education and planning and driving communication initiatives. This includes leading communications during transitions and sponsor onboarding building educational and enrollment materials for new and existing members addressing plan and fund changes as well as crafting custom communications to improve 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 short-list 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 work-back 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 of Financial Education in Canada Retirement this role serves as the expert on the member experience supporting sales and retention by presenting at shortlists and client meetings. With a deep understanding of clients the role involves recommending an education strategy based on data and analysis of member behavior. Planning and driving the communication calendar deploying multichannel communications to boost plan participation and measuring the success of various initiatives are key responsibilities. Adjustments and pivots are made as needed to maintain a strong focus on building member engagement.

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 call-to-action.

• Proven track record to present high impact presentations in formal settings (shortlist presentation pension committee meetings for large clients / consulting community).

• Outstanding planning and project management skills with a shown ability to implement sophisticated projects with tight timeframes.

• Active listening and ability to be flexible think on your feet and problem-solve.

• 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.

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

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 well-being 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 pregnancy-related 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 .

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