Plan Institute is looking for a Disability Planning Helpline RDSP Advisor

The following is taken from Plan Institute’s blog:

We are looking for a Disability Planning Helpline RDSP Advisor to join our team!

This position will support individuals with disabilities, families, and professionals requesting assistance on the Registered Disability Savings Plan (RDSP) through our Disability Planning Helpline. You will join a team of like-minded Helpline Advisors who support individuals across Canada with questions about the RDSP, the Disability Tax Credit, estate planning, advocacy approaches, government benefit programs, social network building, and more. Our Helpline Advisors bring a wealth of professional experience and lived experience, having lived with or supported family members who have a disability.

We are seeking an additional advisor who will support individuals in queries on the RDSP and related services primarily via the phone or email. Our Helpline provides individuals with a call-back service, allowing us to understand their case fully, triage as appropriate, and provide individuals with the right advice at a convenient time. Whilst call volumes can fluctuate, Plan Institute directly manages incoming queries, ensuring the appropriate Helpline Advisor can provide support.

To learn more about this position and to apply, click here.