CFP Retirement & Pension Advisor

Ontario Pension Board; Toronto; On-site; CAD 86,000 - 105,000; Full time

Job summary

The Ontario Pension Board in Toronto is seeking a Client Service Advisor to provide advisory services and retirement planning guidance to PSPP members. You will deliver personalized consultations, explain pension options, and support financial literacy initiatives within the Advisory Services - Client Services group.

Reporting to the Manager, Client Services, you will apply CFP knowledge to client engagements, analyze individual circumstances, and promote informed decisions while upholding

Qualifications

• CFP® designation in good standing required.
• Strong retirement planning knowledge and pension concepts.
• Excellent relationship management and client engagement skills.
• Clear written and verbal communication; ability to explain complex financial topics.
• Well-organized, proactive, and collaborative with a team.
• Analytical mindset to identify trends and risks in client needs.

Responsibilities

• Lead client meetings with personalized guidance and unbiased advice on PSPP options.
• Analyze client circumstances, history, and plan provisions to tailor solutions.
• Manage escalated client requests and implement service improvements.
• Contribute expertise to tools, resources, and processes for client advisory services.
• Participate in workshops and presentations on pension reform and industry changes.
• Occasional travel across Ontario as required.

Job description

The Ontario Pension Board in Toronto is seeking a Client Service Advisor to provide advisory services and retirement planning guidance to PSPP members. You will deliver personalized consultations, explain pension options, and support financial literacy initiatives within the Advisory Services - Client Services group.

Reporting to the Manager, Client Services, you will apply CFP knowledge to client engagements, analyze individual circumstances, and promote informed decisions while upholding