Job Order Detail

Description

Founded in 1939, the Co-operative Superannuation Society (CSS) administers one of Canada's oldest and largest defined contribution pension plans serving over 300 employers and 57,000 members across the co-operative and credit union sectors nationwide.

This on-site Saskatoon role supports our employer and employee members journey by helping members identify needs and in making informed pension/retirement decisions, taking a proactive approach to building and nurturing strong, long-standing relationships with our current and future membership. You will play a key role in supporting our employer services programs.

We seek someone with a passion for delivering exceptional member experiences and an understanding of the value of the co-operative system.

Key responsibilities include leading member meetings (virtual and in-person); supporting members as they utilize retirement income planning and pension tools, providing analysis and discussion related to their unique circumstances; managing escalated inquiries; maintenance of tools, resources, processes, policies, and technologies.  Advising on emerging issues, pension legislation, and industry changes; developing, implementing and enhancing educational content (articles, videos, research), presentations, workshops (webinar, in-person, recorded, in-house and off-site); occasional travel across Canada may be required for this position.

You will hold a Certified Financial Planner designation, a university degree in business, commerce, or HR and bring over five years' experience in financial planning, retirement services or a relevant field, including pension plans (defined contribution, defined benefit, and hybrid/combination), estate planning, taxation and other wealth management topics.  

Strong IT skills, including proficiency in MS Office, member databases and workflow systems.  You possess the ability to generate and anal