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Senior Retirement Planning Advisor at HOOPP - ApplyBlast

Senior Retirement Planning Advisor

HOOPP

1 day ago

3.8 on Glassdoor

Toronto, Ontario, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Retirement Planning Advisor provides advanced retirement planning guidance, member education, and exceptional service to members throughout their lifecycle. As a subject matter expert, the role helps members make informed decisions about their HOOPP pension and broader retirement plans. The position involves leading complex retirement planning conversations, delivering educational sessions, and contributing to the evolution of retirement planning programs and member experience initiatives.

Responsibilities

Provide advanced retirement planning guidance and member education
Lead complex retirement planning conversations and resolve sensitive cases
Design and deliver retirement planning seminars and educational sessions

Skills

Qualifications

PFP®QAFP™CFP®

About HOOPP

hoopp.com

Headquarters

Toronto, Ontario, Canada

Company Size

1001-5000 employees

Founded

1960

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The Healthcare of Ontario Pension Plan (HOOPP) provides a lifetime pension plan at retirement. We’re one of the largest defined benefit pension plans in Canada.