Retirement and Pension Advisor (Certified Financial Planner(R)

Organization: Co-Operative Superannuation Society (CSS Pension Plan); Saskatoon; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major pension organization in Canada is seeking a Certified Financial Planner® to serve as a retirement and pension advisor. This role focuses on delivering personalized financial advice, leading member consultations, and developing educational content to enhance member engagement. The ideal candidate will have over 7 years of experience in financial planning and possess strong relationship-building skills. This position is based in Saskatoon and supports both employees and employers across Canada.

Qualifications

• Certified Financial Planner® designation in good standing.
• 7+ years of experience in financial planning, wealth or retirement services.
• Experience developing customized financial plans.

Responsibilities

• Lead member consultations (virtual and in-person).
• Manage escalated inquiries and recommend solutions.
• Develop and deliver educational content.

Skills

Relationship-building skills

Communication skills

Analytical skills

Organizational skills

Education

University degree in business administration, commerce, or human resources

Tools

Microsoft Office

Pension/member databases

Job description

Job Posting

Retirement and Pension Advisor (Certified Financial Planner®)

Location: SASKATOON

Description:

Join CSS Pension Plan – one of Canada’s largest and most innovative DC pension plans

CSS Pension Plan is seeking a Certified Financial Planner® (CFP®) Professional to join our Member Experience Department. This role is ideal for a financial planning professional who is passionate about retirement income strategies, pension education, and member engagement.

Grow with Us at CSS Pension Plan

Founded in 1939 and headquartered in Saskatoon, Saskatchewan, the Co-operative Superannuation Society (CSS) administers one of Canada’s oldest and largest defined contribution (DC) pension plans. With $5 billion in assets, CSS serves over 300 employers and 57,000+ members - including 9,000 retirees receiving lifetime and/or flexible pensions - across the co-operative and credit union sectors nationwide. CSS also proudly administers a defined benefit pension plan.

We’re a member-first, values-driven, and digitally evolving organization. Our national reach is matched by our local care, and our commitment to innovation is grounded in decades of trusted service.

Your Opportunity

We’re looking for a Certified Financial Planner® professional to join our Member Experience Department as a retirement and pension advisor. This role is ideal for someone who thrives in a dynamic environment, values strategic thinking, and is passionate about delivering exceptional member experiences.

As a retirement and pension advisor, you will:

• Connect with members of all ages to help them make informed pension and retirement decisions.
• Build and nurture long-standing relationships with participating employers to support their employees and communicate the value of CSS.
• Mentor and guide colleagues within the Member Experience Department and across CSS.

You’ll support both employee and employer members, playing a key role in our advisory and employer services programs.

What you will do

• Lead member consultations (virtual and in-person), offering personalized, unbiased retirement income planning advice.
• Support members using CSS tools and resources, tailored to their financial history, goals, and pension provisions.
• Manage escalated inquiries, identify risks and trends, and recommend solutions to enhance member experience.
• Contribute financial and pension expertise to internal initiatives, including tools, policies, and technology enhancements.
• Develop and deliver educational content - articles, videos, presentations, and workshops.
• Provide similar support to prospective and current employer members.
• Travel occasionally across Canada to deliver services and build relationships.
• Embody our “Peaks of Collaboration”: Respect, Commitment, and Communication.

What You Bring

• Certified Financial Planner® designation in good standing.
• 7+ years of experience in financial planning, wealth or retirement services.
• University degree in business administration, commerce, or human resources.
• Experience developing customized financial plans and deep knowledge of DC/DB pensions, estate planning, taxation, and wealth management.
• Superior relationship-building and communication skills.
• Ability to explain complex financial concepts with clarity and empathy.
• Strong organizational and time management skills.
• Analytical mindset with the ability to identify trends and member needs.
• Proficiency in Microsoft Office and pension/member databases.
• Appreciation for co-operative values and a collaborative work culture.
• A strong desire to learn and contribute to a culture of teamwork and development.

A combination of equivalent education, training, and experience may be considered.