Guide HOOPP members through retirement planning with advanced pension expertise and clear communication. This role includes direct member service, education, and travel.
As a Senior Retirement Planning Advisor, you will provide guidance throughout the member lifecycle. You will explain retirement timing, survivor perks, government benefits, and pension-related tax considerations. The role also requires complex case management and escalation support.
Key Responsibilities:
- Guide members through pension and retirement income decisions
- Lead complex retirement planning conversations and sensitive cases
- Manage inquiries, documentation, follow-up, and external coordination
- Deliver seminars, webinars, and educational sessions
- Develop planning tools,
content, and member resources
Requirements:
- Seven years related pension, retirement planning, or financial services experience
- Advanced designation such as PFP, QAFP, or CFP
- University degree or relevant college diploma
- Exceptional presentation, facilitation, and communication skills
- Valid Ontario driver’s license and willingness to travel
Apply retirement planning expertise, pension knowledge, and presentation skills while supporting informed decisions for HOOPP members.
📌 Senior Retirement Planning Advisor HOOPP (Toronto)
🏢 HOOPP
📍 Toronto