Job Order Detail

Description

Saskatchewan Pension Plan (SPP) is seeking a well-organized, client-focused, and efficient individual to join its growing pension team in Kindersley as a Senior Retirement Officer.

Reporting to the Manager of Pension Services, this role oversees retirement services for SPP members, ensuring retirement options, transfers, and payments are processed accurately and in compliance with regulations and organizational policies. This position plays a key role in guiding members through complex retirement decisions while leading financial reconciliations, quality assurance, regulatory compliance, member communications, and system enhancements.

As a Senior Retirement Officer, you will:

-Oversee retirement-related financial transactions, including RRSP transfers, annuity and VB payments, ensuring accuracy, compliance with CRA regulations, and adherence to SPP legislation and ethical standards.
-Provide expert guidance and counselling to members on complex retirement issues, resolve escalated inquiries, and lead the development of integrated, brand-aligned education and communication materials across various platforms.

Typically, the knowledge, skills, and abilities for this position are acquired through an Administration or Commerce Degree, together with a CFP designation and CIFC or CIFOC. This would be supplemented by completion of the Pension Plan Administration Certificate (PPAC) or the Certified Employee Benefit Specialist (CEBS) designation and related experience in pensions and/or the financial industry, together with several years of relevant experience. The successful candidate must pass the Canadian Investment Funds Course within the first six months of employment.