Retirement Education Consultant

Job Summary
The Retirement Education Consultant plays a key role in supporting plan sponsors and plan members by delivering clear, engaging retirement and financial wellness education. This role leads PACE’s Retirement and Financial Wellness initiative; designing content, delivering group education sessions, supporting members one-on-one, and helping organizations improve member understanding of their workplace retirement and savings programs. You’ll act as a trusted guide, helping members build financial confidence and make informed decisions about their future.

What You’ll Do

Financial Wellness & Education

• Lead and manage organization’s Financial Wellness initiative, ensuring alignment with client needs and industry best practices.
  
• Develop a comprehensive annual Financial Wellness calendar with monthly education topics for plan sponsors.
  
• Design and maintain engaging educational content covering retirement, savings, investment basics, and financial wellness.
  

Member Communications & Presentations

• Create clear, effective member communication materials across presentations, written content, webinars, and digital formats.
  
• Deliver group education sessions (in-person and virtual) for plan members on topics such as plan enrolment, contribution strategies, investment fundamentals and retirement readiness.
  
• Tailor materials to suit diverse plan sponsors and member audiences.
  

One-on-One Member Support

• Provide one-on-one support to plan members on enrolment, contributions, investment options, tools, and general plan features.
  
• Support members in navigating their retirement and savings programs within regulatory and advisory boundaries.
  
• Respond to ongoing member inquiries promptly and professionally.
  

Collaboration & Consulting Support

• Partner with consultants, account managers, and external stakeholders to ensure a seamless member experience.
  
• Contribute to client engagement strategies and value‑added education initiatives.
  
• Stay up to date on Canadian retirement, benefits, and financial wellness trends, legislation, and best practices.
  

What We’re Looking For

• Post‑secondary education in finance, business, or a related field.
  
• 5+ years of experience in retirement, benefits, financial education, or financial services.
  
• Strong understanding of Canadian workplace retirement and savings programs (Group RRSPs, DPSPs, DC pensions, etc.).
  
• Experience building and delivering presentations and facilitating group education sessions.
  

Must have, or be willing to obtain:

• CEBS Retirement Plans Associate (RPA).
  
• Life Licence Qualification Program (LLQP).
  
• Canadian Securities Course (CSC) is considered an asset.
  
• Must have a valid driver’s licence and access to a car.
  

Skills & Competencies

• Exceptional written and verbal communication, with the ability to simplify complex concepts.
  
• Strong facilitation and presentation skills (both in‑person and virtual).
  
• Professional, empathetic, and client‑service oriented.
  
• Excellent organizational skills with the ability to manage multiple initiatives and deadlines.
  
• Proficiency with Microsoft Office; experience with member platforms is an asset.
  

Why This Role Stands Out

• Hybrid work flexibility (3x/week in office).
  
• Paid time off between Christmas and New Year’s.
  
• Employer‑paid benefits and RRSP matching.
  
• Mental health programs.
  
• Quarterly fun social events.
  
• Ongoing professional development and growth support.
  
• A collaborative consulting environment with exposure to a diverse client portfolio.
  
• Opportunity to make a meaningful impact on members’ financial confidence and retirement readiness.
  

This position is for an existing vacancy within our Group Retirement department.

Who We Are?
PACE is one of the largest independent benefits and insurance brokers in Canada, providing industry‑leading group benefits, group retirement, voluntary benefits, and individual insurance solutions. Since 1993, we’ve delivered trusted consulting and brokerage services to organizations across the country. With access to all major insurance carriers and a reputation built on integrity, innovation, and client‑focused service, we help employers design benefit programs that truly make a difference.

PACE Consulting Benefits & Pensions Ltd. welcomes and encourages applications from people with disabilities and is committed to creating a diverse workplace. We are an equal opportunity employer. Accommodations are available upon request for candidates participating in all aspects of the selection process.

For accommodation requests, please contact [email protected]