Marketing Automation Specialist

Who We Are

Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the trusted life‑long financial services partner of choice who helps members of the education community and their families enjoy life to the fullest.

We’re proud to be recognized as one of the 2024 Best Workplaces™ in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities.

Compensation and benefits packages include:

• Annual salary (hiring range): $70,000 - $85,000 (subject to the candidate's relevant experience, qualifications and skills), plus annual Short-Term Incentive Plan (STIP) bonus.
• Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.
• Defined benefit pension plan, with the company’s contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.
• Hybrid work environment for those who live within 50km of our Head Office. Remote arrangements can be made for those living farther away, with some exceptions.
• 3 weeks of paid vacation and other leave entitlements.
• 2 paid Employee Choice days to give employees the flexibility to observe and celebrate days that are meaningful to their cultural, religious, or personal values.
• Learning and development support to aid professional growth.
• Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
• Employee-led committees to boost engagement, initiative and idea sharing.
• A Community Care program to make a difference in the lives of people in need.
• Team building activities and optional social events.

The Marketing Automation Specialist plays a key role in developing, executing, and optimizing client experience marketing campaigns and journeys that support client acquisition, engagement, retention, and digital adoption initiatives.

Reporting to the Vice President, Business Technology, and working closely with the Client Experience Marketing Lead and cross-functional partners, this role leverages Salesforce Marketing Cloud, Financial Services Cloud, analytics, and emerging technologies to deliver personalized, data-driven client communications. The candidate will contribute to enhancing the overall client experience by identifying opportunities for innovation, continuous improvement and meaningful client engagement cross the client lifecycle.

The posting is to fill an existing vacancy.

• Supporting the Client Experience Marketing Lead in the design, development, and execution of client experience marketing programs focused on client growth, digital enablement, service excellence, and Net Promoter Score (NPS) improvement.
• Managing end-to-end campaign execution from requirements gathering, planning, and audience definition through building, deployment, post-launch monitoring, and reporting.
• Configuring, testing, and deploying multi-channel marketing journeys using Salesforce Marketing Cloud, including Journey Builder, automation studio, data extensions, audience segmentation, campaign activities, content, personalization, and delivery schedules.
• Supporting triggered and automated communications across email, SMS, direct mail, digital portal and other client communication channels.
• Monitoring campaign launches, proactively identifying delivery or data issues, and coordinating resolution with appropriate partners.
• Maintaining journey documentation and ensuring communications remain current, compliant, accurate, and aligned with business objectives, privacy requirements, brand standards, and client experience expectations.
• Partnering with internal teams to translate…