Shape informed retirement decisions as HOOPP’s pension planning subject matter expert, combining consultative guidance, education, and complex-case expertise. Travel is required.

This Senior Retirement Planning Advisor role supports members across their lifecycle and serves as an escalation resource for pension matters. You will assess circumstances, explain trade-offs, and translate technical information into practical guidance. The work also contributes expertise to programs, tools, content, and member experience strategies.

Key Responsibilities:

- Serve as an escalation resource for pension and retirement inquiries
- Assess circumstances and explain options, trade-offs, and considerations
- Recognize service trends and recommend member experience improvements
- Support segmentation, readiness programs, tools, and digital resources




- Maintain knowledge of HOOPP, government advantages, and tax considerations

Requirements:

- Seven years’ client-facing pension, retirement planning, or financial services experience
- Advanced planning designation such as PFP, QAFP, or CFP
- Strong consultative, interpersonal, relationship-building, and conflict-resolution skills
- Ability to manage priorities independently and adapt to changing needs
- Openness to digital and AI-enabled ways of working

Use advanced pension knowledge, sound judgment, and practical recommendations to strengthen HOOPP member outcomes and retirement planning services.

📌 Pension Planning Subject Matter Expert (Toronto)
🏢 HOOPP (Healthcare of Ontario Pension Plan)
📍 Toronto