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