Why you'll love working here: high-performance, people-focused culture our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees' career growth membership in HOOPP's world class defined benefit pension plan, which can serve as an important part of your retirement security competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account). optional post-retirement health and dental benefits subsidized at 50% yoga classes, meditation workshops, nutritional consultations, and wellness seminars the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers Job Summary As a member of Member Services, the Senior Retirement Planning Advisor builds upon the core responsibilities of the Member Advisor role, providing advanced retirement planning guidance, member education, and exceptional service to members throughout the member lifecycle. As the recognized retirement planning subject matter expert within Member Services, the role helps members make informed decisions about their HOOPP pension and how it fits within their broader retirement plan. In addition to direct member support, the Senior Retirement Planning Advisor provides advanced expertise in complex retirement planning, member education, presentations,



and organizational initiatives, while serving as an escalation resource for retirement planning and pension matters. Through direct member interactions, educational delivery, and cross-functional collaboration, the role contributes to improved member outcomes and the ongoing evolution of HOOPP's retirement planning programs, tools, and member experience. Advanced professional qualifications, strong presentation and facilitation skills, and the ability and willingness to travel are required. Reporting to the Director, Retirement Planning, direct member service and member education are core and ongoing accountabilities of the role, alongside subject matter expertise and contributions to retirement planning programs, educational content, and member experience initiatives What you will do: Provide guidance, education and exceptional service to members throughout the member lifecycle, helping them make informed decisions about their HOOPP pension and retirement income options. Lead complex retirement planning conversations, applying advanced professional judgment to assess member circumstances, explain options and trade-offs, and translate technical information into clear, practical guidance on retirement-planning considerations such as retirement timing, survivor benefit options, government benefits, pension-related tax considerations, and broader retirement income decisions.



Manage member interactions from initial inquiry through resolution, including documentation, internal follow-up and coordination with external parties or regulators where required. Handle complex and sensitive cases, de-escalate difficult situations, and serve as an escalation resource and subject matter expert for retirement planning, pension and member service inquiries. Design, prepare and deliver retirement planning seminars, webinars and educational sessions for diverse audiences, including facilitating both large and small group discussions, adapting content based on audience knowledge and retirement readiness, and confidently responding to complex questions in real time. Develop supporting education content, presentation materials, planning tools and resources. Serve as a leading HOOPP presenter and retirement planning educator, representing HOOPP professionally at member and employer events. Build engagement, foster understanding of complex retirement concepts, and deliver high-quality educational experiences at events requiring travel or occasional work outside regular business hours. Act as a recognized retirement planning subject matter expert, identifying emerging member needs, service trends, and opportunities for improvement, and providing expert guidance and recommendations to support organizational decision-making and member experience strategies. Provide retirement planning expertise to support the design, development, and enhancement of member segmentation strategies, retirement-readiness programs, educational content, digital self-service tools, planning resources, and appropriate AI-enabled member service capabilities. Maintain current knowledge of the HOOPP Plan, government retirement advantages, pension-r

📌 Senior Retirement Planning Advisor (Toronto)
🏢 Healthcare of Ontario Pension Plan Trust Fund
📍 Toronto