Pension Transfer & Retirement Counselor

Wascana; Kindersley; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

The Saskatchewan Pension Plan (SPP) invites applications for a Retirement Officer in Kindersley. You will guide members through transfers into the plan and help them prepare for retirement, delivering personalized counselling and ensuring all activities comply with legislation and regulatory requirements.

Responsibilities include processing transfer requests, reviewing documents, responding to member inquiries by phone/letter/email, preparing reports, testing system changes, and updating

Qualifications

• Completion of mutual fund license or operations course.
• Office administration education background.
• Must pass the Canadian Investment Funds Course within six months.

Responsibilities

• Receive, analyze, authorize and process transfer requests.
• Review documents to ensure compliance with SPP legislation.
• Follow-up on outstanding transfer requests.
• Respond to member queries by phone/letter/fax/email.
• Counsel members and representatives about transfers and retirement options.
• Provide retirement planning guidance based on SPP options.
• Prepare statistical reports on transfer activity.
• Test new system program changes and updates.
• Ensure service standards and update procedures as needed.

Skills

Attention to detail

Communication skills

Regulatory understanding

Education

Mutual fund license or operations course

Office administration education

Job description

The Saskatchewan Pension Plan (SPP) invites applications for a Retirement Officer in Kindersley. You will guide members through transfers into the plan and help them prepare for retirement, delivering personalized counselling and ensuring all activities comply with legislation and regulatory requirements.

Responsibilities include processing transfer requests, reviewing documents, responding to member inquiries by phone/letter/email, preparing reports, testing system changes, and updating