Job Description

You are as unique as your background, experience and point of view. Here, you\xe2\x80\x99ll be encouraged, empowered and challenged to be your best self. You\'ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you\'ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

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The role of the Member Experience Consultant is to 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.

A key focus of the role is to 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.

As an advocate for the plan member experience the role represents the member experience throughout the sales process including responses to RFPs, strategic positioning recommendations, as well as finalist presentations to ensure that our member offering is positioned as a key differentiator in the marketplace.

The role is responsible for ensuring the effective and efficient implementation of our plan member experience commitments to plan sponsors at the time of plan implementation and on an on-going basis in order to support and ensure plan sponsor retention.

Contributes to improving our Client and Member Loyalty and support the Client Relationship Executive in ensuring the ongoing satisfaction of our plan sponsors and members.

In partnership with our internal partners (Client Relationship Executives, Regional Directors of Business Development, Marketing Communications, Customer Care Centre, Client Solutions, Work Place Solutions, and our Client Service Administration Teams) the role is pivotal to maintaining strong advisor/consultant and plan sponsor (client) relationships all focused on delivering exceptional member experiences.

Responsible for promoting plan sponsor\xe2\x80\x99s retirement programs to members and getting them to understand and appreciate the value of the program by driving members to action and creating clients for life.

What will you do ?

Conduct data analysis of member\'s activities and behaviour, identify gaps and opportunities and make recommendations.

Leveraging data analytics and KYC, 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 work back schedules and ensure key milestones and target dates are well-documented and shared as appropriate and manage commitments and deliverables across all channels / partner programs.

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.

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 our competitive position in the marketplace.

What you need to succeed?

Knowledge and previous experience working in the Group Retirement Services industry, Financial Services or investment related work experience - preference to group retirement services

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)

University degree (or equivalent work experience), preferably with emphasis in a relevant discipline \xe2\x80\x93 (finance, business administration)

Minimum 5-7 years work experience

Strong Project Management experience

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.)

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.

Unique requirements:

Travel is required

This role requires work hour flexibility in order to meet clients needs

What\'s in it for you?

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 \xe2\x80\x93 mental, physical and financial

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range: 74,100/74 100 - 120,800/120 800

Job Category: Sales - Client Relationship Management

Posting End Date: 24/02/2023

Sun Life Financial