Senior Retirement Planning Advisor (Toronto)

Senior Retirement Planning Advisor (Toronto)

02 Nov
|
HOOPP (Healthcare of Ontario Pension Plan)
|
Toronto

02 Nov

HOOPP (Healthcare of Ontario Pension Plan)

Toronto

Guide HOOPP members through complex retirement planning with advanced pension expertise, clear communication, and confident presentation skills. Travel is required.

As a Senior Retirement Planning Advisor, you will provide advanced guidance throughout the member lifecycle. You will explain retirement timing, survivor perks, government benefits, and pension-related tax considerations. You will also support member education, organizational initiatives, and HOOPP’s retirement planning programs.

Key Responsibilities:

- Provide retirement guidance, education, and exceptional member service
- Lead complex conversations and explain retirement income options
- Manage inquiries, documentation, follow-up, and external coordination
- Handle sensitive cases and resolve difficult situations
- Deliver seminars, webinars,



and educational sessions for diverse audiences

Requirements:

- Seven years’ related pension, retirement planning, or financial services experience
- Advanced financial or retirement planning designation, or enrollment willingness
- Completed relevant university degree or college diploma
- Exceptional presentation, facilitation, written, and verbal communication skills
- Valid Ontario driver’s license and willingness to travel

Bring retirement planning expertise, member-focused communication, and presentation skills to HOOPP’s advanced advisory and education work.

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

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: senior retirement planning advisor (toronto) / toronto

Subscribe to this job alert:

Get the latest job offers by email for: senior retirement planning advisor (toronto) / toronto