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About the Role

As a key member of the National Business Development Coordinator Team, you will work closely with the Ontario Distribution Team to provide an exceptional Advisor experience. You will support Advisor-facing national and regional activities, track progress, and ensure smooth operations within the Advisor Experience and Distribution departments. You will become a point of reference for internal staff, Advisors, and external partners by keeping event schedules and providing feedback, documentation, and information. You will also maintain effective communication with all teams and departments to keep them informed.

Responsibilities

Support Advisor onboarding processes such as preparing Welcome email, setting up PPI user access, and notifying the appropriate teams.
Assist in troubleshooting PPI access related issues such as PPI Advisor Portal, Bluesun Advisors, and Secure Messaging, etc.
Provide support with inquiries and escalations from Advisors, internal staff, external vendors, and wholesalers.
Manage and track Marketing Allowance budgets and expenses, and coordinate with the Sales Teams and wholesalers to plan and execute all Marketing Allowance events.
Utilize PPI analytics such as PowerBI to provide appropriate data and reports on Advisor segmentation and other special projects to assist the Ontario Distribution Team in the development of sales and implementation plans.
Assist in the analysis of national and regional sales data.
Coordinate the local delivery and follow-up of national sales and marketing programs such as the Knowledge Program, including ongoing production coordination and dissemination of supporting collateral material.
Assist in planning and executing events and initiatives such as PD Days, Regional PPI Days, annual Advisor Conferences, off-site sales meetings; coordinate with the Ontario Distribution Team and wholesalers to plan and execute all marketing allowance events.
Maintain and update key contact list.
Ensure that new or revised sales programs, materials and services are produced and delivered in a professional manner consistent with national brand standards.
Provide general support during the onboarding process.
Assist in the preparation and organizing of promotional material or events, such as gifts for the Advantage Advisors, and year-end holiday events, etc.
Gather and submit required documentation for CE accreditations.
Effectively manage and track Advisor CE certification process and inquiries.
Understand and follow proper procedures and compliance guidelines, such as online security and personal information.
Engage in actions that encourage, reflect, and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients, and our employees.
Some travel may be required.

Requirements

Minimum 3 years relevant administrative experience
Excellent knowledge of MS Office required.
Knowledge of life insurance sales strongly desired
Must possess strong organizational skills and attention to details.
Effective problem solver with initiative to create innovative solutions and bring the right people to the table to deliver on business unit and Advisor needs.
Excellent written and verbal communication skills including in-person and social platforms.
Superior time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities while providing a disciplined approach to support Advisors.
Positive attitude with service focused mindset
Ability to evaluate how results are tracking, identifying, and planning when to pivot 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 the highest level of discretion.
Bilingualism in French and English strongly preferred.

Skills

MS Office
PowerBI
Organizational skills
Attention to details
Problem solving
Written communication
Verbal communication
Time management
Interpersonal skills
Team-based environment
Handling confidential material
Bilingualism in French and English

Location

North York / 2235 Sheppard Avenue E

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

Benefits

Flexibility of a hybrid work environment
Opportunity to make a meaningful difference
People-focused, inclusive and collaborative culture
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.
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 is part of a diverse, inclusive and equitable place to work that values different perspectives.
PPI offers a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop skills, develop career and make a meaningful impact.
PPI's people drive progress through innovative ideas and a commitment to excellence.
PPI works hard and ensures fun along the way.
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 has believed for over 125 years that by supporting employees and surrounding themselves with reputable leaders, they will continue to innovate.
At iA, they're invested in you.

Equal Opportunity

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.
When you join 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. For more information, please refer to our Privacy Notice.