Pension Information Officer – Eligibility List

Join the Plannera Team: A Career with Purpose. A Future with Possibilities.

The Opportunity

Plannera is seeking an analytical, resourceful, and detail-oriented pension professional to join one of our teams as a Pension Information Officer. As a dedicated group of pension professionals, we strive to provide clear and timely information to our customers and ensure the accuracy of our pension administration systems.

As a Pension Information Officer, you will:

• Listen attentively and ask meaningful questions to fully understand plan member inquiries and provide informed, accurate responses by leveraging knowledge of pension plan provisions, legislation, and procedures over the phone, in writing and in-person;
• Work collaboratively with colleagues to create a positive, inclusive, and productive work environment;
• Investigate and resolve discrepancies in data received from plan members and participating employers;
• Process pension entitlements and payroll transactions;
• Enter, verify, and maintain accurate plan member and pensioner records within their respective databases; and
• Audit the work performed by other staff members.

Ideal Candidate

To be successful in this role, you will have:

• Knowledge of defined benefit or defined contribution pension plan administration, or experience in the financial services or similar industry;
• The ability to accurately perform mathematical calculations;
• The ability to problem-solve by referencing, understanding, and following legislation, policies, and procedures;
• Strong interpersonal and communication skills;
• The ability to organize and prioritize multiple tasks, taking into consideration changing priorities and tight deadlines; and
• A thorough conscientious, and detail-oriented approach to work.

Typically, the knowledge and experience required to achieve the above is obtained through:

• A post-secondary degree or diploma in business administration;
• Attainment of the Pension Plan Administration Certificate (PPAC) and/or the Certified Employee Benefits Specialist (CEBS) designation;
• Experience in pension plan administration or financial services customer service; or
• An equivalent combination of education and work experience.

Candidates must clearly describe in their cover letter where they have acquired their knowledge and abilities. Selections for interviews will be based on this information.

This competition will be used to create an eligibility list that will be valid for up to six months and will be used to staff current and future permanent and term opportunities.

Why Choose Plannera?

• 
  Industry Leader: Plannera is recognized as a leader in pension and benefit administration, providing personalized service and consistently achieving high member satisfaction scores.
• 
  Global Partnerships: Our investment fund managers collaborate with some of the world’s leading fund managers, providing strong and diversified pension plan funds.
• 
  Diversity and Inclusion: We believe in the strength of diversity and inclusion. Join a team that values and celebrates the unique perspectives each member brings.
• 
  Making a Difference: As a Plannera employee, you’ll have the opportunity to contribute to the success of our organization and make a meaningful difference in the lives of our members.

What We Offer

• A competitive salary that reflects your expertise
• Comprehensive benefits package including a pension to secure your financial future
• Career development, advancement and learning opportunities
• Flexible work arrangements
• Vacation, earned days off (EDO) and other types of leave to support your well being

Ready to embark on a fulfilling career journey with Plannera? Showcase your expertise and dedication to financial security by applying today. Let’s build financial futures together!

Posting Closes: May 25, 2026