Member Advisor

6 months ago

Toronto, Canada Healthcare of Ontario Pension Plan (HOOPP) Full time

Why you’ll love working here:
- high-performance, people-focused culture- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves- learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth- membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security- competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, and newly extended maternity/parental leave top of 26 weeks)- optional post-retirement health and dental benefits subsidized at 50%- yoga classes, meditation workshops, nutritional consultations, and wellness seminars- access to an annual wellness reimbursement program for health and wellness-related expenses for permanent and temporary employees- the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers

Job Summary:
What you will do:
- Educate members and related third parties, i.e. their Financial Advisor, about the benefits and value of the HOOPP Plan.- Identify and understand member needs and respond by providing guidance and advice related specifically to the HOOPP pension at all stages of their membership- Provide personal support, guidance, and advice to members to assist them in making a decision regarding their HOOPP pension as well as any government benefits available to them.- Have the ability to handle complex cases/scenarios and de-escalate situations; deal with client interactions that may have an impact on HOOPP’s reputation- Ensure members issues/inquiries are addressed in a timely manner.- Keep abreast of Plan and Pension landscape changes that may impact client decisions/benefits as it relates to their overall retirement planning.- Be available as the members main point of contact throughout the entire interaction, including but not limited to, processing documents and following up internally, or with regulators.- Collaborate with team members to ensure consistency when responding to members.- Travel within Ontario to attend in-person seminars, events and health fairs.- Work outside of HOOPP’s Core Operating Hours

What you bring:
- Excellent communication skills (written & verbal) i.e. ability to explain complex features in an easy to understand manner- Strong decision-making skills with sound judgement, prudence, and integrity.- Excellent time management skills: the ability to plan and prioritize workload as well as adapt to a changing multi-tasked environment.- Strong critical thinking capabilities to be able to analyze an issue and make informed decisions related to a member’s situation.- Strong interpersonal, relationship-building skills and customer service focused.- Ability to take initiative and resolve conflicts when dealing with both internal and external clients.- Possess a valid Ontario driver’s license- Completed College Diploma or University Degree- 5 years related experience in the pension or finance industry in a customer service role.- Successfully completed the Registered Retirement Consultant (RRC) designation or willingness to enroll in the course with the expectation of successful completion within an agreed-upon period of time

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