As a Retirement Fund Consultant , your primary responsibility is to provide expert guidance by means adherence to legal requirements. Retirement Planning – Proficient in retirement planning principles, including pension fund management and guiding members on retirement readiness. Basic knowledge of Income Tax Act product At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee
(onboarding, significant life events, pre and post retirement) On request, provide accurate, and specialist specialist advice to members who are pre-retirement in terms of options, tax implications, divorce act, income products At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee
make a difference with your personality. This Retirement centre is an organisation where you can grow
(onboarding, significant life events, pre and post retirement) On request, provide accurate, and specialist specialist advice to members who are pre-retirement in terms of options, tax implications, divorce act, income products At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee
As a Retirement Fund Consultant , your primary responsibility is to provide expert guidance by means adherence to legal requirements. Retirement Planning – Proficient in retirement planning principles, including pension fund management and guiding members on retirement readiness. Basic knowledge of Income Tax Act product At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee
Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre experience
Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre experience
Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge Managers. Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking
Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge Managers. Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking
payment Liaise between HR, divisional offices, retirement fund administrators and Healthcare administrator