Senior Retirement Planning Advisor
Healthcare of Ontario Pension Plan Trust Fund Company
Guide HOOPP members through complex retirement decisions using advanced pension expertise, clear 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 benefits, government benefits, 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.
#J-18808-LjbffrVacancy posted 18 hours ago
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