Job Summary:
As a member of the Member Services team, the Member Advisor will provide guidance, advice, and exceptional customer service to members across various delivery channels (e.g. phone, email, in-person meetings, video and audio calls etc.) to assist them in making decisions regarding their HOOPP pension. This position is responsible for identifying and understanding member needs in order to provide advice and guidance throughout the member’s lifecycle with HOOPP. The Member Advisor will educate members and related third parties about the benefits and value of the HOOPP Plan, and provide personal guidance thereby enabling the member to make an informed decision regarding their HOOPP pension and how their decision fits into their overall retirement plan. The Member Advisor will also be responsible for educating the member on the various government benefits available to them and provide guidance on how to maximize those benefits as a supplement to their HOOPP pension. They will advise members on any tax implications specifically related to their HOOPP pension, whether it’s while they are purchasing or transferring in service, or in retirement, including the application of income splitting when in retirement. This position will report to a manager in Member Services. As this is a critical role in the delivery of exceptional customer service, it is expected that the majority of the Member Advisor’s day will be spent in direct service delivery.
What you will do:
What you bring:
– Education: Secondary (high) school graduation certificate – Experience: 7 months to less than 1 year – or equivalent experience...
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