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About the Role

This role supports the National Business Development Coordinator Team, working closely with the Strategic Relationships Team to provide an exceptional advisor experience. Responsibilities include supporting advisor-facing activities, tracking progress, ensuring smooth operations, and serving as a point of reference for internal staff, advisors, and external partners.

Responsibilities

Support advisor onboarding processes, including preparing welcome emails, setting up user access, and notifying relevant teams.
Assist in troubleshooting PPI access related issues for platforms like PPI Advisor Portal, Bluesun Advisors, and Secure Messaging.
Provide support for inquiries and escalations from Advisors and Strategic Relationship Firms.
Manage and track Marketing Allowance budgets and expenses, coordinating with Sales Teams and wholesalers for event planning and execution.
Utilize PPI analytics such as PowerBI to provide data and reports on advisor segmentation and other special projects.
Assist in the analysis of national and regional sales data.
Coordinate the local delivery and follow-up of national sales and marketing programs, including collateral material production and dissemination.
Assist in planning and executing events such as PD Days, Regional PPI Days, annual Advisor Conferences, and off-site sales meetings.
Maintain and update key contact lists.
Ensure professional production and delivery of new or revised sales programs, materials, and services consistent with national brand standards.
Provide general support during the onboarding process.
Assist in the preparation and organization of promotional material or events.
Gather and submit required documentation for CE accreditations and manage the Advisor CE certification process.
Understand and follow proper procedures and compliance guidelines, including online security and personal information.
Engage in actions that encourage, reflect, and align with PPI’s ESG commitments.
Perform additional responsibilities, duties, and special projects as identified.
Some travel may be required.

Requirements

Minimum 3 years of relevant administrative experience.
Excellent knowledge of MS Office.
Strong organizational skills and attention to detail.
Effective problem-solving skills with initiative to create innovative solutions.
Excellent written and verbal communication skills.
Ability to manage emotions and impulses, and receive constructive feedback.
Superior time management skills with the ability to manage multiple tasks effectively.
Positive attitude with a service-focused mindset.
Ability to evaluate results and plan to accomplish objectives.
Strong interpersonal skills with the ability to develop and maintain business relationships.
Demonstrated ability to thrive in a transparent, team-based environment.
Proven ability to handle confidential material with discretion.
Bilingualism in French and English strongly preferred.

Skills

MS Office
PowerBI
Life insurance sales (desired)
Organizational skills
Attention to detail
Problem-solving
Communication skills (written and verbal)
Time management
Interpersonal skills
Team-based environment adaptability
Discretion with confidential material
Bilingualism (French and English) (preferred)

Location

North York / 2235 Sheppard Avenue E
Vancouver / 505 Burrard Street
Calgary / 205 Quarry Park Boulevard SE

Work Type

Hybrid
Full-time

Experience Level

Minimum 3 years relevant administrative experience

Education Level

College Diploma, University degree, or equivalent experience

Salary/Compensations

Starts at $50,000, commensurate with experience and skill set.

Benefits

Flexibility of a hybrid work environment (eligible for working from home up to 3 days per week).
Culture that is people-focused, inclusive, and collaborative.
Opportunities to learn and develop skills.
Opportunities to develop career.

About the Company

PPI is an Insurance Marketing Organization that sits between independent advisors and insurance companies, providing value-added services and support.
PPI is an independent subsidiary of iA Financial.
PPI helps advisors elevate and grow their business with a socially responsible mindset.
PPI offers a diverse, inclusive, and equitable workplace that values different perspectives.
iA Financial Group is a company with over 8,000 employees, serving over four million clients and 25,000 advisors.
iA Financial Group has over $200 billion in assets and invests half a billion in technological innovation.
iA Financial Group has been in business for over 125 years.

Equal Opportunity

At PPI, you will be part of a diverse, inclusive and equitable place to work that values different perspectives.
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.
To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization.