Senior Client Outreach & Education Strategist

Senior Client Outreach & Education Strategist
Stakeholder Relations

At OPB, the health, safety and wellness of our employees, clients, vendors, and stakeholders is our top priority. In accordance with the advice of applicable public health authorities, we have transitioned to work-from-home to mitigate the risk of the potential spread of COVID-19. To learn more about our hiring protocols during the COVID-19 pandemic, please visit our Careers site at https://www.opb.ca/about-opb/careers.

As a key member of the Stakeholder Relations team at Ontario Pension Board, the Senior Client Outreach and Education Strategist is responsible for leading strategic pension outreach and education initiatives. If you have experience creating and delivering engaging educational programming in a professional services environment and are passionate about financial literacy, this is a wonderful opportunity.

Key Responsibilities:
Reporting to the Director, Stakeholder Relations, this position leads the development, implementation, delivery and evaluation of OPB’s client outreach and education strategies and initiatives to support OPB’s Advise & Protect mission. You will create and continually evolve outreach and educational programs for members in all different stages of their careers to help increase their awareness of the value of the Public Service Pension Plan (PSPP), how it fits into their overall financial planning picture, and the importance of actively planning for retirement. Internally, you will lead collaboration with OPB’s Client Service Advisors and other internal partners to develop and deliver educational content; sharing feedback, examining issues, concerns, and opportunities, and exploring and developing strategies to address them. You will monitor and analyze also work with Policy to understand emerging trends and legislative changes in the financial and pension industry to identify and their potential impacts on the PSPP and make recommendations for how to incorporate them effectively into how they may impact educational strategy and materials. Externally, you will work closely with stakeholders and employers to partner on education initiatives. You will also monitor industry best practices around financial education and adult learning and generate ideas and strategies to enhance programming and plans our education strategy and initiatives.

As a brand ambassador for OPB, you will establish, build, and maintain trusted relationships with clients and stakeholders. You will work closely with the Client Relations & Education Specialist to deliver engaging and customized education sessions on a variety of pension related topics for clients throughout the province. From these sessions, you will analyze feedback and identify trends and opportunities to address client needs and increase their engagement with retirement planning. On an ongoing basis, you will evaluate the overall success of client education strategies and identify trends and opportunities to help move them forward; generating new ideas, options and approaches for continuous advancement of OPB’s Advise & Protect mission.

Please submit your resume if you are interested in this exciting opportunity.
The competition will remain open until a successful candidate is selected or until the competition is closed.

This competition is open to all employees of OPB and has been advertised on LinkedIn.
OPB is committed to providing accommodation for people with disabilities in its recruitment process.
Please advise OPB if you require an accommodation and we will work with you to meet your needs.
Candidates being considered for this position will be required to submit to a background screening.
We thank all applicants for their interest, however, only candidates selected for an interview will be contacted.