05 Nov
|
Healthcare of Ontario Pension Plan Trust Fund
|
Toronto
05 Nov
Healthcare of Ontario Pension Plan Trust Fund
Toronto
Guide HOOPP members through complex retirement decisions using advanced pension expertise, explicit communication, and consultative service in a member-focused role.
As a Senior Retirement Planning Advisor, you will provide advanced guidance throughout the member lifecycle. You will explain retirement timing, survivor advantages, government perks, and pension-related tax considerations. The role also supports member education, organizational initiatives, and improved retirement planning programs.
Key Responsibilities:
Lead complex retirement planning conversations and explain available options
Manage member inquiries through resolution, documentation, and follow-up
Handle sensitive cases and de-escalate difficult situations
Deliver seminars, webinars, and educational sessions for diverse audiences
Recommend improvements to tools, content, and member experiences
Requirements:
Seven years of related pension, retirement planning, or financial services experience
Advanced designation such as PFP®, QAFP™, or CFP®
University degree or college diploma in a relevant discipline
Exceptional presentation, facilitation, written, and verbal communication skills
Valid Ontario driver's license and willingness to travel
Apply retirement planning expertise, member education, and clear guidance to help HOOPP members make informed pension decisions.
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📌 Senior Retirement Planning Advisor Toronto
🏢 Healthcare of Ontario Pension Plan Trust Fund
📍 Toronto