Financial Education Specialist

iA Financial Group - Vancouver, BC (30+ days ago)

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Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.

Description
Reporting to the Director, Client Relationships, Education and Investments, and working with the Customer Relations Managers and the Business Development Managers, the Financial Education Specialist is responsible for providing member education sessions for our existing clients and represent IA to potential clients during the shortlist process.

This includes but is not limited to the following:

  • Various group education meetings
  • Conduct one-on-one sessions with plan members
  • Participation in finalist presentations
  • Develop education strategies working with Client and Customer Relations Manager
  • Participate and be a contributing team member in the development of new education features and tool

This position will require:

  • extensive travel within Western Canada, this role will cover BC, AB, SK and MB.
  • Access to a personal vehicle that will be utilized for business meetings - Vehicle expenses will be reimbursed.

Qualifications

  • This position calls for a professional who is highly motivated by new challenges.
  • A dynamic self-starter who is comfortable working both independently and also as part of a team.
  • The ideal candidate has a university degree in a related field of study and 5 years working knowledge of capital accumulation plans, defined benefit plans and investments.
  • This person is also expected to have strong presentation, communication, persuasion and planning skills.

iA Financial Group is committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact me and I will work with you to meet your needs.

Job Types: Full-time, Permanent

Experience:

  • Financial Education: 2 years (Preferred)
  • investment: 2 years (Preferred)

Location:

  • Vancouver, BC (Preferred)

Licence:

  • BC (Preferred)