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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and communication, with a strong focus on client engagement and project management. Proficient in analyzing member data and developing tailored education strategies to enhance participation and satisfaction.
Highest-signal resume keywords
Relationship ManagementProject ManagementGroup Retirement Products KnowledgeBilingualism: English-FrenchAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Member Engagement AnalysisEducation Strategy DesignCommunication Material DevelopmentAction Plan CreationSuccess Metrics Tracking
Soft Skills
Active ListeningTrust BuildingPresentation SkillsResourcefulnessSolution-Oriented Mindset
Tools & Technologies
Digital PlatformsMultichannel Communication ToolsWebinarsEmail Marketing
Certifications & Qualifications
RPA Designation
Industry Keywords
Client ObjectivesOnboardingEnrollmentMember BehaviorRFP Participation
Tech Stack
Tools & technologiesRPA
About the role
Key responsibilities & impact- Serve as the primary point of contact for the member experience, including onboarding, enrollment, and ongoing engagement
- Build sponsor relationships by understanding client objectives and aligning education strategies to those goals
- Participate in regular client meetings to review member behavior, share insights, and recommend improvements
- Support client projects, including plan changes and transitions, ensuring clear communication and minimal disruption
- Participate in large-case RFPs and shortlist presentations to help retain and grow business
- Design education strategies and annual calendars tailored to member demographics and behavior
- Analyze member engagement data against benchmarks to identify gaps and opportunities
- Develop custom communication materials that simplify retirement concepts and drive participation
- Leverage email, digital platforms, and webinars to maximize reach and engagement
- Ensure communications include clear calls-to-action and measurable outcomes
- Create action plans and work-back schedules for communication initiatives
- Coordinate with internal teams to ensure resources and timelines are met
- Provide progress updates to clients and internal stakeholders, highlighting tasks and risks
- Track success metrics, report results, and adjust strategies to optimize impact
Requirements
What you’ll need- Strong relationship management and communication skills, including active listening and the ability to build trust
- Confidence in presenting in formal settings, including shortlists and pension committees
- Proven project management experience with the ability to meet tight deadlines and pivot quickly
- Knowledge of group retirement products
- RPA designation or willingness to obtain
- Resourceful, solution-oriented mindset with strong analytical skills
- Tech-savvy approach and familiarity with multichannel communication tools and digital platforms
- Bilingualism: English-French is required
Benefits
Comp & perks- Flexible work environment
- Health, dental, mental health, and vision coverage
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days in Canada
- Statutory leaves of absence
- Learning and career growth opportunities
- Inclusion and well-being support
- Incentive programs and incentive compensation tied to business and individual performance