Develop and deliver highly effective member education and communication services and solutions to employees of existing and potential Group Retirement Service's (GRS) customers
Conduct data analysis of member's activities and behaviour, identify gaps and opportunities and make recommendations
Develop and implement education and communications solutions that target plan members' specific needs and plan sponsors goals and objectives while leveraging project management methodologies
Evaluate and measure the success of targeted initiatives including recommendation for future actions
Develop strong business relationships with clients and create / maintain their portfolio (KYC) along with tracking and measurement of achievements and learnings
Collaborate and partner with internal partners (i.e. Marketing, Client Relationship Executives and Administration Teams) on the development and execution of initiatives
Promote plan sponsor’s retirement programs to members and drive members to action and creating clients for life

Knowledge and previous experience working in the Group Retirement Services industry, Financial Services or investment related work experience
preference to group retirement services
University degree (or equivalent work experience), preferably with emphasis in a relevant discipline – (finance, business administration, marketing)
Minimum 5-7 years work experience
Strong Project Management experience
Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

A friendly, collaborative, and inclusive culture
The opportunity to move along a variety of career paths with amazing networking potential
Access to our Global Learning Centre, available 24/7 for your learning needs
Wellness programs that support the three pillars of your health – mental, physical and financial

Bilingual Member Experience Consultant

Key skills