Retirement Education Consultant (Hybrid)

Job Summary

The Retirement Education Consultant plays a key role in supporting plan sponsors and plan members by delivering clear engaging retirement and financial wellness education. This role leads PACEs Retirement and Financial Wellness initiative; designing content delivering group education sessions supporting members one-on-one and helping organizations improve member understanding of their workplace retirement and savings programs. Youll act as a trusted guide helping members build financial confidence and make informed decisions about their future.

What Youll Do

Financial Wellness & Education

• Lead and manage organizations Financial Wellness initiative ensuring alignment with client needs and industry best practices.
• Develop a comprehensive annual Financial Wellness calendar with monthly education topics for plan sponsors.
• Design and maintain engaging educational content covering retirement savings investment basics and financial wellness.

Member Communications & Presentations

• Create clear effective member communication materials across presentations written content webinars and digital formats.
• Deliver group education sessions (in-person and virtual) for plan members on topics such as plan enrolment contribution strategies investment fundamentals and retirement readiness.
• Tailor materials to suit diverse plan sponsors and member audiences.

One-on-One Member Support

• Provide one-on-one support to plan members on enrolment contributions investment options tools and general plan features.
• Support members in navigating their retirement and savings programs within regulatory and advisory boundaries.
• Respond to ongoing member inquiries promptly and professionally.

Collaboration & Consulting Support

• Partner with consultants account managers and external stakeholders to ensure a seamless member experience.
• Contribute to client engagement strategies and valueadded education initiatives.
• Stay up to date on Canadian retirement benefits and financial wellness trends legislation and best practices.

What Were Looking For

• Postsecondary education in finance business or a related field.
• 5 years of experience in retirement benefits financial education or financial services.
• Strong understanding of Canadian workplace retirement and savings programs (Group RRSPs DPSPs DC pensions etc.).
• Experience building and delivering presentations and facilitating group education sessions.
• Must have or be willing to obtain:
  • CEBS Retirement Plans Associate (RPA)
  • Life Licence Qualification Program (LLQP)
• Canadian Securities Course (CSC) is considered an asset.
• Must have a valid drivers licence and access to a car

Skills & Competencies

• Exceptional written and verbal communication with the ability to simplify complex concepts.
• Strong facilitation and presentation skills (both inperson and virtual).
• Professional empathetic and clientservice oriented.
• Excellent organizational skills with the ability to manage multiple initiatives and deadlines.
• Proficiency with Microsoft Office; experience with member platforms is an asset

Why This Role Stands Out

• Hybrid work flexibility (3x/week in office)
• Paid time off between Christmas and New Years
• Employerpaid benefits and RRSP matching
• Mental health programs
• Quarterly fun social events
• Ongoing professional development and growth support
• A collaborative consulting environment with exposure to a diverse client portfolio
• Opportunity to make a meaningful impact on members financial confidence and retirement readiness.

This position is for an existing vacancy within our Group Retirement department.

Who We Are

PACE is one of the largest independent benefits and insurance brokers in Canada providing industryleading group benefits group retirement voluntary benefits and individual insurance solutions. Since 1993 weve delivered trusted consulting and brokerage services to organizations across the country. With access to all major insurance carriers and a reputation built on integrity innovation and clientfocused service we help employers design benefit programs that truly make a difference.

PACE Consulting Benefits & Pensions Ltd. welcomes and encourages applications from people with disabilities and is committed to creating a diverse workplace. We are an equal opportunity employer. Accommodations are available upon request for candidates participating in all aspects of the selection process.

For accommodation requests please contact

Required Experience:

Senior IC