Financial Education Advisor

Desjardins

At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.If there’s something we can do to help make the recruitment process or the job you’re applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!Job LevelNV-08Employees do better with retirement planning when they are well informed, motivated and supported. Our goal is to make the road to financial empowerment easier for plan members. As an Financial Education Advisor, you look to connect with plan members in either a group setting or 1:1 to explain the options of their workplace retirement program and ensure they are maximizing the great benefit being offered to them and help them make informed choices.Working closely with the Client Relationship Manager and their clients, you will identify education opportunities for their population and define the Key Performance Indicators (KPI) for the initiative.You will take the lead in recommending the delivery method for the presentation as it may be in-person, virtual or in a recorded format or a combination of all three. Working with the client, you will establish the meeting schedule and as needed, will work with your team members to ensure coverage of all dates. You are responsible for delivering the content in an engaging and impactful manner to ensure employees understand the importance for savings for their defined goal – such as retirement – and fully understand their options during accumulation and when they are ready to receive an income. You are capable of adapting your message depending on the audience. You are a strong communicator who can take complex terms and terminology and simplify them for your audience.You are an active listener and look to ensure your message is resonating with the plan members. You are also a critical link when it comes to providing feedback to the CRM and client on how the education message was received and what may need to be modified or changed to ensure achievement of the KPIs.The work you do is accomplished with the help of your other teammates, who are located across Canada. You are part of a strong performance-oriented team of dedicated individuals who know how to work together to reach stated goals and targets.General Information on the PositionMain responsibilitiesPrepare and peer review client presentationsCollect feedback after a session and summarizing the results for the client and Client Relationship ManagerAssist the Education Team with the online education webinars made available to all GRS plan members. You may be the presenter or in a support role.Participate in sales presentations to showcase our Financial Wellness story and our Education offeringEngage with new plan members to Welcome them to their workplace plan and the support offered by DesjardinsParticipate in internal projects, as neededTrack the number and type of meetings to ensure accurate reporting is available.Other working conditionsMust have a valid driver’s license and access to a vehicleSchedule : Education sessions may be held outside of normal work hours such as evenings and weekendsWorkplace: Position located in St. John NB or Halifax NS, depending on the applicant selected. The work arrangement for the position is full-time telework #LI-RemoteTravel : Both by car and by airNumber of jobs available : 1QualificationsBachelor’s degree in a related field A minimum of 2 years of relevant experiencePlease note that other combinations of qualifications and relevant experience may be consideredLLQP (Life License) or Financial Security Advisor licence (in Quebec)Specific knowledgeSolid knowledge of group retirement savings products, such as DC Pension plans and Group RRSPsDesjardins Cross-sector skillsAction oriented, Customer Focus, Differences, Nimble learningKey competencies for the jobAmbiguity, Drive results, Interpersonal Savvy, PersuadesWork Location12 Smythe Street, Suite 130, Saint JohnTrade UnionNon SyndiquéUnposting Date2022-09-19Job FamilyMember/client sales and service (FG)Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.