National Education Consultant in Waterloo, Ontario

Manulife

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We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

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 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 client’s 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, 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 call-to-action.

  • 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 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.

What can we offer you?

  • A competitive salary and benefits packages.

  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

  • A focus on growing your career path with us.

  • Flexible work policies and strong work-life balance.

  • Professional development and leadership opportunities.

Our commitment to you

  • Values-first cultureWe lead with our Values every day and bring them to life together.

  • Boundless opportunityWe create opportunities to learn and grow at every stage of your career.

  • Continuous innovationWe invite you to help redefine the future of financial services.

  • Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.

  • Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

Manulife 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 .

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

CAN, Ontario, Waterloo, 500 King Street North

Salary range is expected to be between

$67,275.00 CAD – $112,125.00 CAD

If 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 job-related 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 long-term 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 U.S.-specific paid time off provisions.


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