Lead and manage organization’s Financial Wellness initiative
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
Create clear, effective member communication materials
Deliver group education sessions (in-person and virtual) for plan members
Provide one-on-one support to plan members on enrolment, contributions, investment options
Partner with consultants, account managers, and external stakeholders to ensure a seamless member experience.
Stay up to date on Canadian retirement, benefits, and financial wellness trends, legislation, and best practices.

Requirements

Post‑secondary 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 driver’s licence and access to a car.

Benefits

Hybrid work flexibility (3x/week in office)
Paid time off between Christmas and New Year’s
Employer‑paid 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial educationretirement planningsavings programsinvestment basicspresentation buildinggroup facilitationmember communicationone-on-one supportcontent designcalendar development

Soft Skills

leadershipcommunicationorganizational skillscollaborationadaptabilityinterpersonal skillsproblem-solvingengagementcustomer servicestakeholder management

Certifications

CEBS Retirement Plans Associate (RPA)Life Licence Qualification Program (LLQP)Canadian Securities Course (CSC)