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About the Role

As a key member of our national Sales Enablement team, you will deliver proactive and reactive sales support to selected advisors, ensuring they receive the right support at the right time. You will act as a filter and intermediary, referring complex cases to regional teams and collaborating as needed to spot new cases and ensure appropriate support is delivered.

Responsibilities

Build strong working relationships and advocacy with all regions and team members.
Bring a positive mindset and drive productivity with our advisors.
Triage incoming reactive requests and ensure timely response times.
Build advisor ability to independently access PPI’s tools.
Support Inforce Illustrations when appropriate.
Maintain a high degree of industry and product knowledge, understanding the marketplace and remaining current on industry trends and initiatives.
Align various internal and external resources to enable advisor sales growth.
Collaborate with other Advisor Solutions Managers across the country to leverage strengths and provide a seamless support experience for the Advisor.
Maintain and regularly update Recruitment Tracker and Activity Tracker to record advisor activities/interactions.
Adhere to compliance and regulatory standards through documentation, training and demonstration of behaviour and actions aligned to standards.
Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments.

Requirements

4+ years financial services industry experience in a sales or sales support role.
Demonstrated time management skills.
Ability to prioritize tasks and self-manage.
Strong communication skills in virtual environments.
Proven ability to build strong relationships in a virtual environment.
Proven ability to spot sales opportunities and align appropriate resources.
Ability to adhere to compliance legislation and guidelines.
Knowledge of financial services industry.
High degree of professionalism.
Ability to manage various personalities and situations.
Ability to track and work efficiently while being a team player to drive results for all of PPI.

Skills

Knowledge of Teams, Outlook, excel considered an asset.
Understanding of the regulatory environment within: IIROC, MFDA, CU and PM firms as well as various provincial insurance regulators considered and asset.
Advanced proficiency in English and French is required.

Location

North York / 2235 Sheppard Avenue E
Montreal / 2000 McGill College Avenue
Québec / 6700, boulevard Pierre-Bertrand

Work Type

Hybrid work environment
Working from home up to 3 days per week
Contract position for an expected duration of 12 months

Experience Level

4+ years financial services industry experience

Education Level

College Diploma, University degree, or equivalent experience
Current life license or working toward
LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset

Salary/Compensations

Starts at $68,000 and will be commensurate with the candidate’s experience and skill set.

About the Company

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies.
PPI provides value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset.
PPI offers a diverse, inclusive and equitable place to work that values different perspectives.
PPI offers a people-focused, inclusive and collaborative culture with opportunities to learn and develop skills, develop careers and make a meaningful impact.
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
iA Financial Group has earned the trust of its more than four million clients and 25,000 advisors.
iA Financial Group has over $200 billion in assets and half a billion invested in technological innovation.
iA Financial Group is a key player in the financial services industry in Canada and the United States.
iA Financial Group believes in supporting employees and surrounding itself with reputable leaders to continue to innovate.

Equal Opportunity

At iA Financial Group, we support and celebrate diversity.
We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.