Retirement and Pension Advisor (CFP(R) Required)

Overview

Job Details - Retirement and Pension Advisor (CFP(R) Required) (5778)

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Description: Help members make confident, well‑informed retirement decisions.

Why this role exists

At CSS, we believe great retirement outcomes come from education, clarity, and trustworthy guidance - not product sales. As a retirement and pension advisor, you’ll partner with members (and employers who support them) to simplify complex pension and decumulation decisions, co‑create retirement income strategies, and deliver education that builds lifelong financial confidence. You’ll collaborate daily with a team of financial planners, pension specialists, and educators to design member-centred solutions across the retirement journey.

What you’ll do

• Advise without quotas – provide unbiased, personalized guidance that helps members weigh trade‑offs and choose options aligned to their goals; measur...