Build the future with us Are you passionate about the member experience and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Senior Education Strategist, you will help shape and advance the education strategy across Group Benefits and Retirement Solutions. You will develop proactive, scalable and outcome-focused education strategies that strengthen the member experience while supporting client retention, business development and broader business priorities.

Reporting to the National Manager of Education, you will act as a strategic Education partner to Service, Sales, Marketing, Implementation and other internal stakeholders. Bringing a consultative and strategic lens to complex client needs, business opportunities and member engagement challenges, you will help determine where Education can add the greatest value and design solutions that are effective, sustainable and aligned with business needs. You will also play a key role in advancing strategic Education projects and initiatives from concept through implementation, measurement and continuous improvement.

Working closely with the Education Member Engagement Lead, you will help evolve the overall Education offering while strengthening the Education team’s strategic and consultative capabilities through expertise sharing, training, tools and best practices.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.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.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.Has exceptional knowledge of Microsoft Office, including PowerPoint.Bilingualism in French and English would be considered an asset.AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth; Flexible group insurance plansCompetitive retirement savings planEmployee share purchase planVacation program, wellness days,



and personal development daysTelemedicine servicesEmployee and Family Assistance Program (EFAP)Ergonomic furniture programPerformance bonusDiscounts on iA productsAnd much more!Location(s) Calgary / 401 9 Ave SW Other Possible Location(s) Company iA Financial Group Posting End Date 2026-11-13Company Overview With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement autoOur Commitment to Diversity and Inclusion At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.Someone from our team will be happy to assist you with your needs.Technology and Artificial Intelligence in Recruitment To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence.

These tools support the work of our recruiters but do not replace their judgment. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. We are also committed to creating a stimulating and safe work workplace, in addition to offering a real work-life balance with our flexible work model.

📌 Senior Education Strategist (Winnipeg)
🏢 IA Financial Services
📍 Winnipeg