Senior Retirement Planning Advisor
Toronto, ONHealthcare of Ontario Pension Plan Trust Fund Company
7+ YOECandidates need 7 years of pension, retirement planning or financial services experience in a member- or client-facing role, plus a relevant degree or diploma and an advanced planning designation or willingness to enrol in one (PFP, QAFP or CFP). They must also have strong presentation, facilitation and plain-language communication skills, a valid Ontario driver's licence, and the ability to travel.
Presentation skills, Collaboration, Documentation, Decision making, Communication skills, Relationship building
Manager, Investment Financial Planning & Analysis and Data Analytics
Toronto, ONHealthcare of Ontario Pension Plan Trust Fund Company
4+ YOECandidates need at least four years of FP&A, investment analysis or finance analytics experience, plus investment knowledge. Advanced Power BI (DAX, Power Query, data modelling), advanced Excel and a finance-related university degree are required.
Power BI, Excel, Power Automate, SQL, Python, EPM systems