HOOPP Pension
pension
MemberAdvisor
“Member Advisor at HOOPP Pension. Skills: guidance, customer service, member lifecycle support, retirement planning, government benefits education. Deliver proactive, clear, and tailored guidance, along with exceptional customer service, across multiple channels (phone, email, in-person, and virtual) to help members make informed decisions about their HOOPP pension.. Educate members and related third parties on the value of HOOPP and provides personalized guidance within the context of overall re”
Industry & Context.
critical thinking capabilities to be able to analyse an issue and make informed decisions related to a member’s situation; Ability to take initiative and resolve conflicts
Possess a valid Ontario driver’s license, Travel within Ontario to attend in-person seminars, events and health fairs, Work outside of HOOPP’s Core Operating Hours
What They're Looking For.
Must Have
5 years related experience in the pension or finance industry in a customer service role, Completed College Diploma or University Degree, Excellent communication skills (written & verbal), decision-making skills with sound judgement, prudence, and integrity, Excellent time management skills with the ability to plan, prioritize, and adapt in a fast-paced multi-tasked environment, critical thinking capabilities to be able to analyse an issue and make informed decisions related to a member’s situation, interpersonal, relationship-building skills and customer service focused, Ability to take initiative and resolve conflicts when dealing with both internal and external stakeholders, financial calculation skills, with the ability to interpret results and clearly explain trade offs and impact to members, Possess a valid Ontario driver’s license
Nice to Have
Successfully completed the Registered Retirement Consultant (RRC) designation or a comparable financial planning designation (e.g. , CFP, PFP), or willingness to enrol in the course with the expectation of successful completion within an agreed-upon period of time
What You'll Do.
and tailored guidance
along with exceptional customer service
across multiple channels (phone
and virtual) to help members make informed decisions about their HOOPP pension.
Educate members and related third parties on the value of HOOPP and provides personalized guidance within the context of overall retirement planning.
Support on government benefits
strategies to maximize them alongside the HOOPP pension
and tax considerations related to service purchases
and retirement income.
Manage complex cases/scenarios and de-escalate situations.
Ensure member issues/inquiries are addressed in a timely manner.
Stay current of Plan provisions and pension industry changes.
Act as the members main point of contact throughout the entire interaction
including but not limited to
processing documents and following up internally
Maintain deep knowledge of HOOPP Plan provisions
and related legislation.
Travel within Ontario to attend in-person seminars
events and health fairs.
Work outside of HOOPP’s Core Operating Hours
How You'll Work.
Team & Collaboration
Collaborate with team members to ensure consistency when responding to members.
Communication Scope
Excellent communication skills (written & verbal); ability to explain complex concepts in simple terms
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