Sun Life

Bilingual Member Experience Consultant

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Montreal • Canada

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Salary

💰 CA$80,000 - CA$128,000 per year

About the role

  • Develop and deliver highly effective member education and communication services and solutions to employees of existing and potential Group Retirement Service's (GRS) customers using a variety of tool and materials.
  • Contribute to corporate goals and objectives by increasing GRS assets under administration through member interactions with a focus on member asset consolidation, increased contributions, increased participation and asset retention.
  • Represent the member experience throughout the sales process including responses to RFPs, strategic positioning recommendations, as well as finalist presentations.
  • Ensure effective and efficient implementation of our plan member experience commitments to plan sponsors.
  • Contribute to improving Client and Member Loyalty and support the Client Relationship Executive in ensuring ongoing satisfaction of plan sponsors and members.
  • Promote plan sponsors’ retirement programs to members to understand and appreciate the value of the program.
  • 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.
  • Evaluate and measure the success of targeted initiatives including recommendations for future actions.
  • Develop strong business relationships with clients and track measurements of achievements and learnings.
  • Collaborate with internal partners to develop and execute initiatives.
  • Participate in finalist presentations and other marketing opportunities by representing the member experience.
  • Contribute to the future direction and development of member solutions/services through new innovative solutions to maintain competitive position in the marketplace.

Requirements

  • 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.
  • Preferred skills: Extensive group retirement and savings product knowledge and expertise (including provincial/federal legislation, taxation, privacy requirements, accumulation products (RRSP, DCPP, TFSA, DPSP, Non-Registered plans (including Stock Plans) and retirement products (RRIF, LIF, Annuities, etc.)
  • Group Annuity Plans Advisor license; Financial Security Advisor license; and/or Completion of IFIC (Investment Funds Institute of Canada), CSC (Canadian Securities Course) or Certified Financial Planner (CFP) designation)
  • Strong knowledge of investment concepts and vehicles (lifestyle, lifecycle, target risk, target date, alternative investments options.
  • Highly motivated, independent self-starter with strong business acumen and negotiation skills.
  • Proven project management experience including the ability to prioritize and manage multifaceted deliverables and timelines while aligning to commitments and expectations.
  • Occasional travel is required
  • This role requires work hour flexibility in order to meet clients' needs
Benefits
  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
data analysisproject managementmember educationcommunication solutionsinvestment conceptsretirement productsasset consolidationincreased contributionsasset retentionmarketing
Soft Skills
strong business acumennegotiation skillshighly motivatedindependent self-starterclient relationship managementcollaborationmember loyaltystrategic positioningflexibilityinterpersonal skills
Certifications
Group Annuity Plans Advisor licenseFinancial Security Advisor licenseIFICCSCCertified Financial Planner (CFP)