Position Description

Education Savings Specialist
Province Ontario
Location Ontario - Head Office Mississauga
City Mississauga
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Education Savings Specialist

Reporting to the Manager, Customer Success

Full-time Position

At Knowledge First Financial (KFF), we’re on a journey to create an entirely new student experience. One that is built on instilling confidence in students around the paths they are choosing and their ability and agency to achieve their goals for the future. As enablers and orchestrators of students’ success, we will create access, affordability and agency for students and their champions across our services and solutions. This will provide them with guidance and support in all aspects of planning and saving for post secondary education - giving them a future-ready advantage and help them thrive well past their educational journey.

What makes us qualified to do this?

In business since 1965 and owned and operated by a not-for-profit organization, everything we do is in service to our students. We are a diverse and passionate community of experts that firmly believes in the benefits of education, priding ourselves on helping to shape their future and empowering them to reach their full potential.

As we move forward, we will leverage and build upon our unmatched expertise in the RESP space to propel both our students and our company forward, ensuring a better tomorrow. Our vision is set, our future is bright, and we’re just getting started.


We are looking for an excellent communicator to develop and manage processes designed to reduce cancellations and ultimately fulfill the corporate mission of empowering students and enabling families to maximize their education savings, so students can achieve success throughout their post-secondary journeys and beyond.

  1. Grow existing client balances and maximize the client’s opportunity to collect grants.
  2. Providing subscribers with alternatives to cancelling their plans.
  3. Act as a subject matter expert for KFFs digital assets (web/mobile) and increase our customers usage of these digital assets.
  4. Support Knowledge Firsts origination targets leveraging existing prospecting tactics

Challenges To Be Met

  • Grow existing client balances
  • Respond to the clients evolving needs which may include (but not limited to), introducing the use of digital tools, opening new plans, increasing Total Contribution Goals
  • Retention strategy – Execute and improve upon current business strategy
  • Reporting activities – Manage various retention activities such as written notifications, heads-up and/or lists to sales force and outreach to customers?
  • Implement proactive save campaigns and new ways of approaching Retention; Win-back programs, relationship dialing, and other initiatives approved by the business.
  • Maintain up-to-date knowledge of the company market conditions and leverage company advantages to build effective retention solutions.
  • Operational tasks on executing the cancellation of customers plans when needed
  • Perform other duties as needed outside of those mentioned in this document

WHO WE ARE LOOKING FOR - Skills and experience you need to be successful

  • Product Knowledge
  • Effective Communication (verbal and written)
  • Experience in Customer Service and a passion for the Client Experience
  • Relationship Management
  • Experience with KFFs Customer Relationship Management tools
  • Problem solving skills
  • Agility – as the team, mandate and expectations evolve, so will you.
  • Licensed through your local provincial authority and recognized by the RESP Dealers Association of Canada.
  • IFIC or CSC would be considered an asset

Work Model

We have adopted a hybrid model, leveraging the best of remote and in-person work.

COVID-19 Vaccination

All Knowledge First Financial employees are required to be fully vaccinated as a condition of hire in accordance with the Company's Mandatory Vaccination Policy.

Accommodation Individuals Who Cannot Be Vaccinated

The Company is committed to a workplace free from discrimination and harassment in accordance with Ontario human rights laws. Candidates who provide a medical or religious reasoning for not having received a COVID-19 vaccine, will be assisted by the Company in developing and implementing an appropriate accommodation. Accommodations will be granted where they do not cause the Company undue hardship or pose a direct threat to the health and safety of others.

Equal Opportunity Employer
We at Knowledge First Financial, are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a culture that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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