Pension Planning Subject Matter Expert
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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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