Pension Planning Subject Matter Expert
HOOPP (Healthcare of Ontario Pension Plan)
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 inquiriesAssess circumstances and explain options, trade-offs, and considerationsRecognize service trends and recommend member experience improvementsSupport segmentation, readiness programs, tools, and digital resourcesMaintain knowledge of HOOPP, government benefits, and tax considerationsRequirements:
Seven years’ client-facing pension, retirement planning, or financial services experienceAdvanced planning designation such as PFP, QAFP, or CFPStrong consultative, interpersonal, relationship-building, and conflict-resolution skillsAbility to manage priorities independently and adapt to changing needsOpenness to digital and AI-enabled ways of workingUse advanced pension knowledge, sound judgment, and practical recommendations to strengthen HOOPP member outcomes and retirement planning services.
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Serve as an escalation resource for pension and retirement inquiriesAssess circumstances and explain options, trade-offs, and considerationsRecognize service trends and recommend member experience improvementsSupport segmentation, readiness programs, tools, and digital resourcesMaintain knowledge of HOOPP, government benefits, and tax considerationsRequirements:
Seven years’ client-facing pension, retirement planning, or financial services experienceAdvanced planning designation such as PFP, QAFP, or CFPStrong consultative, interpersonal, relationship-building, and conflict-resolution skillsAbility to manage priorities independently and adapt to changing needsOpenness to digital and AI-enabled ways of workingUse advanced pension knowledge, sound judgment, and practical recommendations to strengthen HOOPP member outcomes and retirement planning services.
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Vacancy posted 1 hour ago
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