Job DescriptionWhat you’ll accomplish with us
As a Senior Education Strategist, you’ll be at the core of our mission. Here are the main responsibilities:
- Develop proactive education and member engagement strategies that support strategic client needs and Group Benefits and Retirement Solutions priorities.
- Act as a strategic Education partner to Sales, Client Relationship Managers and other internal stakeholders on complex opportunities and initiatives.
- Lead and contribute to strategic Education projects and initiatives from solution design through implementation, measurement and continuous improvement.
- Support select business development, finalist, retention and client opportunities where senior Education expertise provides meaningful value.
- Partner closely with the Education Member Engagement Lead to develop and evolve education approaches, member engagement strategies and scalable solutions.
- Leverage data, client feedback and industry trends to identify emerging needs, measure impact and recommend improvements to Education strategies and programs.
- Improve Education processes, frameworks and ways of working to increase consistency, efficiency and scalability.
- Train, mentor and support Educators by sharing expertise, tools and best practices to strengthen team capabilities and support consistent delivery. This role requires occasional travel within the province, with some travel across Canada.
What could accelerate your success in this role
We’re looking for someone who:
- Holds a university degree or an equivalent combination of education and relevant professional experience.
- Minimum 5 years of relevant experience in financial services, group insurance, group retirement, financial wellness, financial planning, education or a related field. Knowledge of either Group Insurance (GI) or Group Savings and Retirement (GSR) is welcome; having experience in both is an asset.
- Has demonstrated experience developing strategies and leading complex projects or cross-functional initiatives from concept through execution.
- Demonstrates excellent presentation, facilitation and communication skills, with the ability to simplify complex concepts for different audiences.
- Brings strong business acumen and analytical skills, with the ability to connect member needs, client objectives and broader business priorities and translate data and insights into recommendations and actions.
- Demonstrates the ability to collaborate and influence across multiple teams without direct authority and is highly organized, self-directed and comfortable navigating ambiguity and managing multiple priorities.
- Has exceptional knowledge of Microsoft Office, including PowerPoint.
- Life License Qualification Program (LLQP) qualification is required; candidates who do not currently hold the qualification must complete it within the first year of employment.
- Bilingualism in French and English would be considered an asset.
Why you’ll love working with us
- A work environment where learning and development merge with a collective pursuit of excellence;
- AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
- A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
- The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.
Competitive Benefits
- Flexible group insurance plans
- Competitive retirement savings plan
- Employee share purchase plan
- Vacation program, wellness days, and personal development days
- Employee and Family Assistance Program (EFAP)
- Ergonomic furniture program
Apply now and get ahead of your career, where your talent really belongs!
Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply: your place might be with us, and we want to get to know you!
Location(s)Calgary / 401 9 Ave SW
Other Possible Location(s)CompanyiA Financial Group
Posting End Date2026-11-13
