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Added 2 mins ago
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Added 2 hours ago
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iA Financial Group

Senior Education Strategist

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Experience: Minimum 5 years of relevant experience in financial services, group insurance, group retirement, financial wellness, financial planning, education or a related field.
Posting language: English
Posted: Oct 29, 2026

Original job description

Job Description

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.

What you’ll accomplish with us

As a Senior Education Strategist, you’ll be at the core of our mission. Here are the main responsibilities:

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.

Train, mentor and support Educators by sharing expertise, tools and best practices to strengthen team capabilities and support consistent delivery. This role requires occasional travel within the province, with some travel across Canada.

What could accelerate your success in this role

We’re looking for someone who:

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.

Demonstrates excellent presentation, facilitation and communication skills, with the ability to simplify complex concepts for different audiences.

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.

Demonstrates the ability to collaborate and influence across multiple teams without direct authority and is highly organized, self-directed and comfortable navigating ambiguity and managing multiple priorities.

Has exceptional knowledge of Microsoft Office, including PowerPoint.
Life License Qualification Program (LLQP) qualification is required; candidates who do not currently hold the qualification must complete it within the first year of employment.
Bilingualism in French and English would be considered an asset.

Why you’ll love working with us

A work environment where learning and development merge with a collective pursuit of excellence;

AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;

A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

Competitive Benefits

Flexible group insurance plans

Competitive retirement savings plan

Employee share purchase plan

Vacation program, wellness days, and personal development days

Telemedicine services

Employee and Family Assistance Program (EFAP)

Ergonomic furniture program

Performance bonus

Discounts on iA products

And much more!

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply: your place might be with us, and we want to get to know you!

Location(s)

Calgary / 401 9 Ave SW

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

2026-11-13

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

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. The secret to our success? Investing in you, one person at a time. 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.

At iA, we’re invested in you.

* 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 auto

Our 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.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. 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. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.

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More about this job

Responsibilities

Develop and implement proactive education and member engagement strategies to support business priorities and client needs. Act as a strategic partner to internal stakeholders while leading projects from concept through to measurement and continuous improvement.

Requirements

Requires a university degree and at least 5 years of experience in financial services, group insurance, or related fields. Candidates must possess strong analytical and communication skills, and hold or be willing to obtain the Life License Qualification Program (LLQP) certification.

Skills

Education strategy
Member engagement
Financial services
Group insurance
Group retirement
Strategic planning
Project management
Presentation skills
Facilitation
Communication skills
Business acumen
Analytical skills
Stakeholder management
Microsoft Office
PowerPoint
LLQP

Benefits

Employee share purchase plan
Vacation program
Wellness days
Personal development days
Telemedicine services
Employee and Family Assistance Program
Ergonomic furniture program
Performance bonus
Discounts on iA products

Visa sponsorship

Not detected in the job text

Keywords

Education Strategist
Group Benefits
Retirement Solutions
Member Experience
Client Retention
Business Development
Strategic Partner
Financial Wellness
Financial Planning
Group Insurance
Group Savings
Cross-functional Initiatives
Data Analysis
Microsoft Office
PowerPoint
LLQP
Stakeholder Engagement
Consultative
Scalability
Performance Measurement
Continuous Improvement
Financial Services
Wealth Management
Hybrid Work

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