Retirement Information Consultant

4 weeks ago

Regina, Canada Plannera Pension & Benefits Full time

**About Us**

**Join the Plannera Team: A Career with Purpose. A Future with Possibilities**.

Join our team of passionate pension and benefits professionals dedicated to helping members build a secure financial future Plannera Pensions & Benefits (Plannera), formerly known as the Public Employees’ Benefits Agency, is on the lookout for talented individuals to become part of our dynamic team of over 150 employees. Headquartered in Regina, Saskatchewan, Plannera oversees $15 billion in assets across 11 pension plans and 23 benefits programs in the province. As a not-for-profit corporation, we take pride in administering two of Canada's top 100 pension plans—the Public Employees Pension Plan (PEPP), the country’s largest defined contribution plan, and the Municipal Employees' Pension Plan (MEPP). We serve over 900 employers and 100,000 plan members, everyone from small-town firefighters to crown corporation executives.

**The Opportunity**

Plannera requires a skilled and experienced Retirement Information Consultant (RIC) to provide understandable, integrated and comprehensive financial education to Plannera members and stakeholders. As part of this team, you will have the opportunity to share a holistic approach to retirement planning in a member centered, non-sales-based environment. You will be a member of the team that is responsible for coordinating the retirement planning activities within Plannera, including analyzing, recommending, preparing and facilitating retirement planning activities and educational/informational sessions for members of the various pension plans. You will also build and maintain proactive relationships with members and stakeholders. Interaction with plan members will occur in both group settings and individual consultations.

Plannera's vision statement is "fostering financial wellness". As a RIC you are an integral part of this by supporting members at all stages of their life in order to reduce financial stress, strengthen their financial literacy and improve their financial well-being.

Typically, this position requires travel throughout the province and overtime will periodically be required and paid within this position. Workshops and group presentations are currently done virtually and in person. Member consultations are also currently being delivered both in person from our Regina office as well as through virtual and phone meetings.

You will be:

- Certified Financial Planner® (CFP®) or Qualified Associate Financial Planner (QAFP) certified and have several years of related financial services industry experience;
- Knowledgeable of the financial markets, pension plans and retirement products including relevant regulations and guidelines to ensure information provided to members is objective, non-biased and accurate;
- Customer service oriented with excellent presentation skills;
- Able to conduct focused interviews to determine member needs; and
- Passionate about overall financial wellness and bring a non-biased approach to educating members on their financial decisions.
- Industry related knowledge acquired via a Certificate in Employees Benefits (CEBS) or Pension Plan Administration Certificate (PPAC) would also be considered an asset.

Please indicate in your cover letter the reasons you are interested in and qualified for this position.

**Why Choose Plannera?**
- ** Industry Leader**:Plannera is recognized as a leader in pension and benefit administration, providing personalized service and consistently achieving high member satisfaction scores.
- ** Global Partnerships**:Our investment fund managers collaborate with some of the world’s leading fund managers, providing strong and diversified pension plan funds.
- ** Diversity and Inclusion**:We believe in the strength of diversity and inclusion. Join a team that values and celebrates the unique perspectives each member brings.
- ** Making a Difference**: As a Plannera employee, you'll have the opportunity to contribute to the success of our organization and make a meaningful difference in the lives of our members.

**What We Offer**
- A competitive salary that reflects your expertise
- Comprehensive benefits package including a pension to secure your financial future
- Career development, advancement and learning opportunities
- Flexible work arrangements
- Vacation, earned days off (EDO) and other types of leave to support your well being

**Posting Closes: Feb 26, 2024**

**# of Positions: 1

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