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About the Role
As a Senior Retirement Planning Advisor within Member Services, you will provide advanced retirement planning guidance and exceptional service to members. You will act as the recognized retirement planning subject matter expert, helping members make informed decisions about their HOOPP pension and its integration with their overall retirement plan. This role involves direct member support, complex planning expertise, educational delivery, and contributing to the evolution of HOOPP's retirement planning programs.
Responsibilities
- Provide guidance, education, and exceptional service to members throughout the member lifecycle.
- Lead complex retirement planning conversations, assessing member circumstances and explaining options.
- Manage member interactions from inquiry to resolution, including documentation and coordination.
- Handle complex and sensitive cases, de-escalate situations, and serve as an escalation resource.
- Design, prepare, and deliver retirement planning seminars, webinars, and educational sessions.
- Develop supporting educational content, presentation materials, planning tools, and resources.
- Represent HOOPP professionally at member and employer events, delivering high-quality educational experiences.
- Act as a recognized retirement planning subject matter expert, identifying member needs and service trends.
- Provide expertise to support the design and enhancement of member strategies, programs, and tools.
- Maintain current knowledge of the HOOPP Plan, government benefits, and retirement planning developments.
Requirements
- Advanced professional qualifications.
- Strong presentation and facilitation skills.
- Ability and willingness to travel.
- Exceptional presentation and facilitation skills, with confidence and professional presence.
- Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
- Strong consultative, interpersonal, and relationship-building skills.
- Skilled at leading complex and sensitive conversations, resolving conflict, and de-escalating situations.
- Proven ability to manage competing priorities and work independently.
- Ability to recognize patterns in member interactions and translate them into insights.
- Experience developing educational content and tailoring delivery.
- Confidence using digital service, presentation, and collaboration technologies.
- Possess a valid Ontario driver’s license.
- Completed university degree or college diploma in a relevant discipline.
- Advanced financial or retirement planning designation (PFP®, QAFP™ or CFP®) or willingness to enroll.
- 7 years of related experience in pension, retirement planning, or financial services in a member- or client-facing role.
- Extensive experience presenting and facilitating educational sessions, seminars, and webinars.
Skills
- Retirement planning
- Member education
- Presentation skills
- Facilitation skills
- Written communication
- Verbal communication
- Consultative skills
- Interpersonal skills
- Relationship-building
- Conflict resolution
- De-escalation
- Time management
- Adaptability
- Digital service technologies
- Presentation technologies
- Collaboration technologies
Location
- Ontario
Work Type
- Full-time
- Hybrid
Experience Level
- Senior
- 7 years related experience
Education Level
- University degree or college diploma
- Advanced financial or retirement planning designation (PFP®, QAFP™ or CFP®)
Salary/Compensations
- $86,000 - $131,000 CAD
Benefits
- Competitive, 100% company-paid extended health and dental benefits for permanent employees
- Coverage supporting diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year)
- Parental leave top-up
- Health spending account
- Optional post-retirement health and dental benefits subsidized at 50%
- Yoga classes
- Meditation workshops
- Nutritional consultations
- Wellness seminars
- Membership in HOOPP’s world class defined benefit pension plan
About the Company
- HOOPP is committed to providing a financially secure retirement for Ontario healthcare workers.
- HOOPP fosters a high-performance, people-focused culture.
- HOOPP is committed to equity, diversity, and inclusion.
Equal Opportunity
- HOOPP may use artificial intelligence tools to assist in screening, assessing and selecting applicants for this position. These tools support our recruitment process but do not replace human judgment and decision-making.