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Education Specialist

Join us as an Education Specialist with Canada Retirement's National Education Team, where our mission is to engage plan members and encourage their active participation in group retirement programs. In partnership with plan sponsors, we develop a variety of educational and communication materials that drive member engagement and informed decision-making.

Reporting to the Manager of Member Education, you will be responsible for developing and delivering impactful education campaigns that enhance member engagement and grow assets within group retirement plans.

In this role, you'll consult and collaborate with multiple internal teams to create high-impact educational offerings for plan members. With a strong customer service orientation, you'll support our Sales and Client Relations teams throughout the presale process, implementation, and ongoing delivery of tailored education materials.

Position Responsibilities:

Relationship Management:

  • Serve as the primary contact for Client Relations and Sales teams when it comes to assessing and recommending education initiatives for clients in the $10 to $40 million.

  • Work with our Sales and Service teams to understand the clients’ needs and propose the right education campaign.

  • Collaborate with internal partners, including Marketing, Design and Creative teams to create high-impact educational material for plan members.

  • Assist the National Education Consultants execute on large implementations and strategic initiatives.

Consulting:

  • Support and contribute to the presale process, assessing the best education solutions for clients.

  • Guide the field in selecting templates and tools that meet client needs, promote plan growth, and encourage member engagement.

  • Recommend enhancements to our education strategy based on the effectiveness of various approaches and materials.

Project Management:

  • Manage and negotiate timelines. Coordinate numerous education and communication tasks to meet client expectations for scope, time, and quality.

  • Create clear, accurate content for plan member communications, ensuring key messages are effectively conveyed across various formats.

  • Develop and deploy email campaigns to maximize impact and enhance the customer experience.

  • Schedule education sessions, manage calendars, and ensure timely delivery of promotional materials.

  • Oversee education and communication budgets for clients with assets between $10 and $40 million.

Required Qualifications:

  • A university or college education in a related field and/or 3+ years of experience in marketing, communication, or the financial services/insurance industry, preferably in group benefits or retirement areas.

  • Experience in project management or business within pensions and/or retirement savings is an asset.

  • Strong attention to detail and commitment to accuracy.

  • Willingness to pursue the RPA designation.

  • A desire to grow into a National Education Consultant role.

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

When you join our team:

  • We’ll empower you to learn and grow the career you want.

  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we’ll support you in shaping the future you want to see

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Primary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$58,275.00 CAD - $97,125.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

Average salary estimate

$77700 / YEARLY (est.)
min
max
$58275K
$97125K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Education Specialist, Manulife

Join us as an Education Specialist with Canada Retirement's National Education Team, based in the vibrant city of Montreal, Quebec! At Manulife, our mission is to engage plan members and encourage their active participation in group retirement programs. You will be at the forefront of this initiative, developing and delivering impactful education campaigns that enhance member engagement and help grow assets within our group retirement plans. Reporting to the Manager of Member Education, your role will involve consulting with various internal teams, including Sales and Client Relations, ensuring that we deliver educational offerings that resonate with our clients' needs. You'll get to create high-impact communication materials, help guide the presale process, and manage the execution of exciting educational initiatives. If you have a knack for project management and a strong attention to detail, you will love collaborating with our marketing, design, and creative teams to make a real difference. This role also opens the door to numerous opportunities for growth, including the possibility of pursuing your RPA designation and evolving into a National Education Consultant position. We're all about creating a diverse and supportive work environment where you can learn, grow, and shape the future of retirement education alongside a fantastic team. Join us to empower plan members with essential knowledge that makes their financial future brighter!

Frequently Asked Questions (FAQs) for Education Specialist Role at Manulife
What does an Education Specialist at Manulife do?

As an Education Specialist at Manulife, you’ll develop and deliver educational campaigns aimed at enhancing member engagement in group retirement plans. Your role includes collaborating with multiple internal teams to create high-impact materials, assessing clients' educational needs, and recommending tailored initiatives that promote informed decision-making.

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What qualifications are required to become an Education Specialist at Manulife?

To step into the role of an Education Specialist at Manulife, you typically need a university or college degree in a related field and at least three years of experience in marketing, communication, or the financial services industry, specifically within retirement areas. Strong project management skills and fluency in English and French are also vital for supporting our diverse client base.

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What skills are essential for an Education Specialist at Manulife?

An Education Specialist at Manulife should possess strong project management skills, attention to detail, and an ability to collaborate effectively with internal teams. Excellent communication skills in English and French are crucial, as is a commitment to creating impactful educational materials that resonate with plan members.

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What kind of work environment can I expect as an Education Specialist at Manulife?

Manulife fosters a flexible and inclusive work environment for its Education Specialists. You’ll have opportunities for growth and development, with a focus on well-being and collaboration, allowing you to contribute to creating impactful educational strategies in a supportive culture.

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What opportunities for career growth exist for Education Specialists at Manulife?

As an Education Specialist at Manulife, there are various pathways for growth, such as the possibility of pursuing the RPA designation or advancing into a National Education Consultant role. Manulife actively encourages professional development to help you reach your career goals.

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Common Interview Questions for Education Specialist
How would you approach developing an educational campaign for group retirement plans as an Education Specialist?

To develop an effective educational campaign, I would first conduct a needs analysis by collaborating with our sales and client relations teams to understand the target audience. Then, I would design tailored content based on these insights and incorporate diverse formats, such as webinars or printed materials, to effectively engage plan members.

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Can you describe a successful project you managed in the past that demonstrates your project management skills?

Certainly! In my previous role, I led a complete overhaul of communication materials for a retirement savings program. By coordinating cross-departmental efforts, managing timelines, and ensuring stakeholder buy-in, we increased member engagement by 40% within six months of launch.

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What methods do you use to measure the effectiveness of your educational initiatives?

I typically employ a combination of metrics such as participant surveys, engagement analytics, and follow-up evaluations to assess the effectiveness of educational initiatives. This data not only informs our strategy but also helps identify areas for improvement.

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Describe a time you had to collaborate with diverse teams. What was your approach?

In one project, I collaborated with marketing, design, and compliance teams. I ensured open communication through regular updates and meetings, fostering a shared understanding of objectives. This collaborative effort led to the successful launch of our education materials and improved internal relationships.

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Why is bilingual communication important in the role of an Education Specialist at Manulife?

Bilingual communication is essential because our clients come from various jurisdictions, including those outside Quebec. Being fluent in both English and French allows us to effectively engage with all plan members, ensuring they receive critical information in a language they understand.

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What tools or software are you familiar with that can assist in project management?

I'm familiar with several project management tools like Asana, Trello, and Microsoft Project. These tools help streamline processes, manage timelines, and facilitate communication across teams, ensuring smoother execution of educational initiatives.

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How do you stay updated with trends in the retirement education space?

I regularly read industry publications, attend webinars, and participate in professional networks focused on retirement education. This ongoing research helps me stay ahead of trends and integrate relevant insights into our educational campaigns.

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What challenges do you foresee in this role, and how would you address them?

Challenges may include tailoring educational content to diverse audiences. To address this, I would focus on conducting thorough needs assessments and using a variety of communication formats to ensure accessibility and engagement for all plan members.

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How do you prioritize tasks when managing multiple education campaigns?

I prioritize tasks based on deadlines, impact, and resource availability. Utilizing project management tools, I maintain a clear overview of all campaigns to allocate time and resources effectively, ensuring timely delivery of educational materials.

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What motivates you as an Education Specialist at Manulife?

I am motivated by the opportunity to help individuals make informed decisions about their financial futures. Knowing that our educational campaigns can significantly impact plan members' understanding and engagement fuels my passion for this role.

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Decisions made easier. Lives made better. We are on a transformational journey. We want to remove complexity from the financial services industry, to make people’s lives better by helping to make their decisions easier. Being part of this transfo...

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DATE POSTED
April 1, 2025

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