Senior Education Consultant

You are as unique as your background, experience and point of view. Here, you’ll 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.

Job Description:

As part of our Group Retirement Services (GRS) team, you’ll play a key role in empowering plan members to make confident financial decisions and build brighter futures by delivering expert financial education and retirement planning support. Reporting to the Manager, Financial Wellness and Member Education, the Senior Education Consultant will deliver high-quality education sessions and personalized consultations to group retirement plan members, helping them maximize their group retirement programs and make informed decisions about their financial future.

As a Senior Education Consultant, you’ll support Sun Life’s group retirement clients by delivering customized financial education strategies that help their employees understand and maximize their retirement plans. You’ll be the face of Sun Life for plan members - bringing expertise, clarity, and care to every interaction. This role combines financial expertise, client relationship management, and strong communication skills to enhance the member experience, promote financial wellness, and strengthen client satisfaction and retention across the organization’s GRS portfolio.

What will you do?

• Deliver engaging and interactive financial group education sessions (in-person and virtual) on topics such as saving and investing, planning for retirement, and overall financial wellness.

• Conduct one-on-one individual consultations (in person or virtual) to help plan members maximize their plan benefits and offer personalized guidance on savings, investments, and retirement income strategies through the use of planning tools

• Partner with Client Relationship Executives and Plan Sponsors to develop and execute tailored education strategies that meet the specific demographics, needs, and goals of client organizations.

• Contribute to increasing GRS assets under administration through member interactions with a focus on asset consolidation, increased contributions, and asset retention.

• Support new plan implementations by helping educate members during onboarding and driving early engagement.

• Contribute to the design and enhancement of the financial wellness program and to the development of educational tools, webinars, and digital campaigns to reach diverse audiences.

• Adhere to regulatory and ethical standards, ensuring all education and guidance complies with industry and organizational guidelines.

• Stay current on trends in retirement planning, behavioral finance, and financial literacy to keep education materials relevant and impactful.

• Support special campaigns and contribute to the overall success of the education team

What do you need to succeed?

• 5+ years of experience in retirement education, wealth management, or financial planning.

• Bachelor’s degree in Finance, Business, Economics, or a related field.

• Completion of IFIC (Investment Funds Institute of Canada), CSC (Canadian Securities Course) or Certified Financial Planner (CFP) designation (F.Pl. designation in QC).

• Demonstrated experience in delivering financial education or advising clients in a retirement context.

• Deep knowledge of Group Retirement Services (GRS) products, retirement plan design, taxation, provincial/federal legislation, investment principles, and financial planning concepts.

• Proven ability to build rapport and trust with diverse audiences-ranging from front-line employees to executives.

• Excellent presentation, communication and facilitation skills-able to translate complex financial topics into accessible, engaging content.

• Strong interpersonal, organizational, and relationship management skills.

• Proficien…