Pension Information Officer - Eligibility List

Plannera Pension & BenefitsRegina, SK
Onsite

About The Position

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 155 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 112,000 plan members, everyone from small-town firefighters to crown corporation executives. 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.

Requirements

  • 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
  • A thorough conscientious, and detail-oriented approach to work
  • 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
  • An equivalent combination of education and work experience

Responsibilities

  • 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
  • Audit the work performed by other staff members

Benefits

  • 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
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