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Membership Engagement Specialist - Hybrid



The Membership Engagement Specialist is a member of a small, dynamic team with exposure to multiple aspects of operations within the Society. The role will have an opportunity to work within an organization that is building the future of finance in Calgary through engagement with Chartered Financial Analyst Candidates and CFA Society Calgary Members. 


Reporting to the Executive Director while also working closely with the Senior Events Manager, this position provides support and service to a large network in Calgary with a focus on engagement through key channels and events.


Member Services:

  • Serve and support over 1,900+ Calgary Society members and CFA Candidates;

  • Act as main point of contact for general information, society members, and Candidates 

  • Develop and administer member recruitment, engagement, and retention programs;

  • Operate as a resource for CFAI products and career support services;

  • Provide support for online and in-person events;

  • Review and process Candidate membership applications;

  • Manage Customer Relationship Management (CRM) database reports on Sales Force;

  • Support and develop the Mentorship Program;

  • Support Committee meetings as required;

  • Assist with Society job boards as required;



  • Work with the Senior Events Manager and Executive Director to ensure timely delivery of member services deliverables;

  • Helping to coordinate event logistics and on-site logistics as needed;

  • Liaise with volunteers and external advisors where applicable;

  • Provide content related to membership related products and services;

  • Manage volunteer support needs;

  • Help manage sponsorship/partner deliverables;

  • Help prepare member focused content and features for monthly e-Newsletter;

  • Co-develop Candidate communications and data intelligence for social media, and website alongside team editorial planning;

  • Support brand awareness and visibility campaigns as required;



  • Experience in Salesforce, Cvent or Marketing Cloud preferred (training provided);

  • Experience in developing digital content;

  • Experience coordinating mid to small level events online and in-person;

  • Strong writing skills in various channel communications;

  • Good working knowledge of marketing principles and how to apply them;

  • Ability to manage multiple projects independently;

  • Exercise problem solving skills and detail oriented;

  • Excellent interpersonal skills with the ability to deal effectively at all levels; 

  • Skilled in MS Office Suite including Excel, PowerPoint and Word



  • Flexible work environment and hybrid work, part-time available 

  • Access to great amenities at the Ampersand Building including access to a gym and golf simulator as part of the Aspen Flex Network

  • Competitive salary and comprehensive benefits package 


  • Related Bachelor's Degree

  • Experience in similar roles touching on elements of database coordination, writing, business administration, and events in non-profit or profit organizations

  • Versatile team player, flexible work style, critical thinker, and professional demeanor

Please submit applications to: