Associate Retirement Information Consultant

**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 150 employees. Headquartered in Regina, Saskatchewan, Plannera oversees $16 billion in assets across 11 pension plans and 16 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 more than 105,000 plan members, everyone from small-town firefighters to crown corporation executives.

**The Opportunity**

Reporting to the Manager, Personal Finance and Employer Relations, you will be responsible for:

- Conducting research on current financial wellness topics, emerging trends, and what services similar organizations are offering.
- Updating and editing existing content for reports and presentations, in addition to creating new materials for RICs to approve.
- Assist in project planning, execution, and monitoring. This would include developing strategies for membership engagement while working on how to educate and engage PEPP members at different stages in their life cycle in their pension plan
- Support the RICs during member workshops by delivering and/or presenting at group workshops to Stakeholders and union representatives about their pension plans and retirement options
- Coordinate workshop logistics, including venue reservations, website updates, and maintenance of the registration system. Manage invoicing processes, oversee survey administration, and monitor budgets for RIC-related activities.
- Comprehend PEPP retirement options thoroughly, deliver retirement income options presentations to members, and address member inquiries regarding retirement income options through phone consultations
- Report key metrics quarterly for Quarterly Admin report. Promote RIC workshops via e-blasts and online communications. Prepare materials for RIC meetings, assist Communications and ERC departments as needed
- Additionally, you may be assigned by management to support other operational activities as needed to meet business requirements.

**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: April 13, 2025