Senior Pension Learning and Development Leader

Senior Pension Learning and Development Leader

Department: Plan Policy - Risk, Actuarial Services, and Plan Policy

Type: Permanent
Location: Toronto (Hybrid)
Posting Date: April 1, 2025
Under Review

At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.

When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust - in Toronto, London and Sydney - makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.

What OPTrust offers you

• Unique culture rooted in our core values - collaboration and teamwork, integrity, respect, flexibility, excellence and continuous improvement.
• A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.
• Comprehensive benefits focused on your health and wellness, including dental, vision and extended health benefits, as well as membership in our world-class defined benefit pension plan.
• A flexible, hybrid work model.
• A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.
• Extensive professional development opportunities and learning initiatives including access to LinkedIn Learning, guest speakers, tuition reimbursement, professional association memberships, leadership development programs, a mentorship program, monthly professional development time and more.
• A competitive vacation package with additional work-life balance days.

About the role

The plan policy team plays a critical role in developing, implementing, educating and overseeing policies that protect and enhance the benefit security for OPSEU Pension Plan members. In this role, you are responsible for developing and leading education and training that provides technical information on matters related to plan provisions of the OPSEU Pension Plan, pension policy, legislation, and compliance requirements. This role will also identify knowledge gaps by leveraging prior escalation experiences and collaborating with Member Experience and Plan Operations leaders to assist in the broadening of pension knowledge within OPTrust.

What you'll do

Training and Education

• Identify training needs in collaboration with Member Experience and Plan Operations management team by conducting research and understanding knowledge gaps and develop solutions on how best to develop and deliver effective training.
• Design, build and/or review training materials and collaborate with various internal teams to ensure all materials are technically accurate with the Plan provisions and applicable legislation and adhere to learning principles.
• Facilitate the delivery of training and educational sessions to senior staff and management in Member Experience and Plan Operations and others, where appropriate.
• Monitor the impact of training and educational sessions to determine the effectiveness.
• Stay connected to the evolving pension landscape, including legislative/regulatory reforms, pension trends, news and activities in the Canadian Pension industry and the major Ontario pension plans and provide insights on any related impacts to OPTrust.

Research, Coordination & Communication

• Determine the impact on OPTrust's pension administration processes based on changes to any federal and provincial legislation, transfer agreements, Plan provisions and other developments in the pension industry.
• Recommend and develop policies as required and develop solutions for complex pension processing issues; prepare reports and advice outlining any statutory, financial, legal and/or social impacts on the Plan, its members, sponsors, and its administration.
• Act as a technical and educational resource in the interpretation of Plan terms, applicable legislation, regulatory policies and requirements, pension policies and best practices, and complex transfer agreements.
• Produce briefing notes and reports on pension administration and policy issues and respond to requests for information internally and externally.
• Prepare and review internal and external communication materials and collaborate with various internal teams to ensure all materials are technically accurate and compliant with the Plan provisions and applicable legislation.
• Monitor and coordinate with the preparation and implementation of approved policies, as appropriate. Evaluates the effectiveness of policies and related procedures on an ongoing basis and recommends proposed changes to management.
• Participates in short and long-term projects and committees internally, with peer pension plan administrators and other external organizations, as required.

What you bring

• 5+ years of experience working in a pension policy or pension educational environment.
• University degree in business, law, adult education or a related field.
• Extensive knowledge of applicable provincial and federal legislation, including but not limited to the Income Tax Act, Pension Benefits Act, Family Law Act, Employment Standards Act, Substitute Decisions Act, Succession Law Reform Act, Electronic Commerce Act and Workplace Safety & Insurance Act.
• Proven successful development and deployment of learning and development programs.
• Proven research, analytical skills, and ability to investigate pension issues, analyze findings to develop appropriate recommendations and/or solutions.
• Demonstrated experience presenting complex issues, concepts and legal interpretations in simple language.
• Knowledge of adult education principles and practices and emerging theories, trends, methodologies and principles.
• Excellent written communication skills and experience in preparing adult educational materials and training programs as well as various communication materials for both internal and external stakeholders.
• Strong facilitation skills with experience communicating and presenting to audiences of all levels.
• Proficient with Microsoft Office.
• Excellent interpersonal skills, and the ability to work with all levels of the organization and external stakeholders
• Strong attention to detail and organizational skills as well as an ability to establish priorities and meet deadlines in a demanding environment
• Strong ability to build trusted relationships.
• Pension Plan Administration Certificate and/or Certified Employee Benefit Specialist designations preferred.
• Certificate in training or instructional design; attainment of a training designation (i.e. CTDP) is preferred.
• Exemplify OPTrust's values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvements.

Please submit your application via Workday by April 15th, 2025.

Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity, and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds, cultures, gender identities and perspectives are critical to achieving our shared goals.

If you require accommodation at any time during the recruitment process, please send a message to careers@optrust.com, or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.

As an organization we're seeking ways to respond to the Truth and Reconciliation Commission of Canada's Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners, and we have created an employee-led Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.

We thank all interested applicants, however only those under consideration will be contacted.