Pension Specialist

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

Join our team of passionate pension and benefits professionals dedicated to helping members build a secure financial future! Plannera Pensions & Benefits (Plannera), formerly known as the Public Employees’ Benefits Agency, is on the lookout for talented individuals to become part of our dynamic team of 150 employees. Headquartered in Regina, Saskatchewan, Plannera oversees $17 billion in assets across 11 pension plans and 16 benefits programs in the province.

As a not-for-profit corporation, we take pride in administering two of Canada's top 100 pension plans—the Public Employees Pension Plan (PEPP), the country’s largest defined contribution plan, and the Municipal Employees' Pension Plan (MEPP). We serve over 900 employers and more than 105,000 plan members, everyone from small-town firefighters to crown corporation executives.

The Opportunity
The Pension Administration branch is seeking a highly motivated and proficient individual as a Pension Specialist to provide clear, concise and timely information to our clients and ensure accuracy of pension benefit entitlements.

Reporting to the Supervisor or Pension Administration, the Pension Specialist is responsible for:

Auditing the work performed by Pension Information Officers and other Pension Specialists;

Independently investigate and resolve escalated pension related issues taking corrective action, including performing more complex calculations;

Ensuring the pension administration system is functioning accurately, investigate issues, recommend enhancements and perform user acceptance testing;

Communicating pension plan provisions, relevant pension and tax legislation, policies and procedures to plan members, lawyers, spouses, beneficiaries, employers and other stakeholders by phone, mail and in-person client consultations;

The onboarding and training of Pension Information Officers to improve their working knowledge on items such as legislative, procedure or policy changes as well as pension system enhancements;

Maintaining current procedure manuals and training documents;

Leading annual project work such as Member Statements, tax reconciliations and preparing quarterly and annual report statistical measures; and

Supporting Plannera as a pension plan subject matter expert on plan initiatives with the ability to identify, clarify and analyze relevant issues, concerns or problems in order to provide options and recommendations.

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!

Requirements
Ideal Candidate

Our ideal candidate is:

Client service oriented, reliable, organized, capable of prioritizing multiple tasks taking into consideration changing priorities and tight deadlines;

Capable of working independently, is thorough and attentive to detail to ensure quality and accuracy of work;

Creative and decisive to make recommendations for system enhancements or procedure changes; and

Objective, supportive and a team player to maintain a harmonious and co-operative work environment.

Typically, the knowledge and experience for this position would be acquired through a combination of: experience in a pension plan administrative role of progressive responsibility; and/or the completion of the Pension Plan Administration Certificate course (PPAC) and/or the Certified Employee Benefits Specialist program (CEBS) and/or a University degree in Business or Commerce.

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