Client Service Advisor

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

Benefits offered by this job

Annual Incentive Program

Job summary

Ontario Pension Board (OPB) is seeking a CFP-certified Client Service Advisor to deliver advisory services and retirement planning guidance to PSPP members. You will conduct client meetings, analyze circumstances, and recommend tailored solutions aligned with plan provisions.

Reporting to the Manager, Client Services, you will contribute to tools, resources, and processes while supporting engagement initiatives and staying current with pension legislation changes.

Qualifications

• CFP designation required.
• Strong retirement planning knowledge incl. pension plans, tax and estate planning.
• Superior relationship management and client engagement skills.
• Excellent written and verbal communication; able to explain complex info clearly.
• Strong organizational and time management abilities.
• Analytical skills to identify trends, risks and opportunities.
• Commitment to teamwork, collaboration and ongoing development.

Responsibilities

• Lead client meetings with personalized consultation and unbiased guidance.
• Analyze a client’s circumstances and plan provisions to tailor solutions.
• Manage escalated client requests and identify risks and trends.
• Contribute financial expertise to tools, resources and processes.
• Provide expertise in workshops and presentations on pension reform and industry changes.
• Occasional travel across Ontario as required.

Skills

CFP designation

Retirement planning

Relationship management

Communication skills

Organizational skills

Analytical skills

Teamwork culture

Education

CFP designation

Job description

Advisory Services - Client Services

Permanent Full-time

About us:

The Ontario Pension Board (OPB) administers the Public Service Pension Plan (the PSPP), a major defined benefit pension plan sponsored by the Government of Ontario. With 100,000 members and $36 billion in assets, the PSPP is one of Canada’s largest pension plans. It is also one of the country’s oldest, successfully delivering the pension promise since the early 1920s. Learn more about OPB.

About the role:

Are you a Certified Financial Planner (CFP®) with an absolute passion for delivering exceptional client service and retirement planning solutions? The Ontario Pension Board has an excellent opportunity for a CFP professional with enthusiasm for client engagement and advancing financial literacy. As a Client Service Advisor, you will deliver a range of advisory services and empower clients in making informed financial decisions as they navigate options related to their pension and plan for retirement. Reporting to the Manager, Client Services, the Client Service Advisor delivers subject matter expertise across OPB and champions the advancement of broader Client Services goals, initiatives and objectives.

Key Responsibilities:

• Leading client meetings through delivering personalized consultation, unbiased guidance and expert advice to clients as they exercise their options and entitlements under the Public Service Pension Plan (PSPP).
• Conducting a full analysis of a client’s circumstances, history, current financial information, future needs, and Plan provisions, to recommend client-centric solutions, identifying financial implications and possible risks with each option.
• Managing escalated client requests to identify potential issues, trends, risks and opportunities, as well as recommend and implement solutions to continually enhance overall service delivery.
• Contributing financial expertise on various initiatives, including the development of tools, resources, processes, and technologies to continually enhance client experiences and advisory services.
• Participating in workshops and presentations (in-house and off-site) by providing expertise and advice on emerging issues, pension legislation reform, and industry changes.
• Occasional travel across Ontario is required for this position, as feasible.

Key Qualifications:

• Holding the Certified Financial Planner (CFP®) designation in good standing is a job requirement.
• Experience developing customized financial plans with an excellent understanding of retirement planning along with comprehensive knowledge of financial planning concepts including pension plans (preferably defined benefit), estate planning, taxation and other products.
• Superior relationship management and interpersonal skills to effectively engage with clients, identify their needs and deepen trust while providing customized and consultative support.
• Excellent written and verbal communication skills with the ability to explain technical information to a wide variety of clients and effectively resolve difficult situations with tact and diplomacy.
• Demonstrated organizational and time management skills and proactivity to support effective planning and delivery on client commitments, while balancing sustained progress towards the achievement of broader team and strategic goals.
• Well-developed analytical skills to interpret and identify trends, issues, and emerging client requirements and effectively identify and mitigate risk.
• Strong desire to continually learn and contribute to a culture of teamwork, collaboration and development.

Compensation:

• The target hiring salary for this position is $95,000. A candidate’s placement in the range is based on skills, knowledge, experience, and internal equity, with consideration for how the candidate is developing, meets, or exceeds the role’s requirements.
• This position is eligible to participate in OPB’s Annual Incentive Program, subject to its terms and conditions.

Additional Information:

• This posting is for an existing vacancy.
• The competition will remain open until a successful candidate is selected or until the competition is closed. We thank all applicants, however, only those selected for an interview will be contacted.
• No artificial intelligence tools are used to screen, assess, or select applicants for this position.
• The identified final candidate will be required to complete a background screening.
• OPB is committed to providing accommodation for people with disabilities in its recruitment process. Please advise OPB if you require an accommodation, and we will work with you to meet your needs. OPB is committed to fostering a culture of diversity, equity and inclusiveness that reflects the diverse communities we serve. We welcome and encourage applications from those who may contribute to the further diversification of ideas.