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National Operations Specialist

  • Employer: PPI Management Inc.
  • Office: 1200-2235 Sheppard Avenue E
  • City: Toronto
  • Province: Ontario
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10008359
  • Job type: Permanent Job Full time
  • Apply before: 2021-05-07

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.


PPI company overview:

Shaping Dreams Into Legacies

PPI elevates independent financial advisors to the next level.

Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation.  A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.

Unparalleled resources. At your command.

Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.

For more information about PPI visit:

To maintain PPI’s exacting level of service, we are looking for a National Operations Specialist to join our Toronto team. 

National Operations Specialist

The National Operations Specialist provides support for and participates in all phases of business and systems related projects including detailed business requirements, test strategy, business acceptance testing, resolution of system issues and management of carrier data feed testing and implementation.

The National Operations Specialist will provide answers as the subject expert when requested by staff and other areas within the offices.

Key Responsibilities:

  • Test and provide full documentation of the various systems based on the processes for PPI.

  • Provide back-office systems training for all PPI offices when requested and required.

  • Participate in the prioritization, development, testing and delivery of system implementation, enhancements and upgrades.

  • Contribute to the development of specific requirements such as reporting and system functionality.

  • Accountable for system maintenance and data integrity.

  • Conduct Business Acceptance Testing including preparation of test plan, execution of testing, documenting results and reporting any deficiency or defects.

  • Work with the carrier data feeds for implementation with the operations teams to ensure the acceptance and correctness of the information transmitted to the Wealthserv system.

  • Analyze reported issues and test to confirm the problems have been resolved.

  • Resolve all reported issues in a timely and efficient manner.

  • Liaise with back-office vendors and Insurance Carriers to resolve technical problems or move the resolution to a future enhancement list.

  • Manage and support SOS tickets on behalf of PPI as it relates to carrier feeds and the various systems.

  • Additional responsibilities, duties and special projects as identified.



  • Minimum of 5 to 7 years’ experience with back office systems 

  • In-depth experience and knowledge of WealthServ and APEXA

  • Excellent technology skills and understanding 

  • Creative problem solver with highly developed critical thinking skills

  • Superior organizational and time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities

  • Proven accuracy, attention to detail and data entry skills

  • Excellent written and verbal communication skills

  • Self-motivated with the ability to work independently while being committed to functioning as a team player

  • Ability to represent self, office and organization in a professional, positive manner at all times

  • Ability to handle sensitive and confidential information in a professional manner

  • Knowledge of Microsoft Office programs; Outlook, Word, Excel and PowerPoint in particular

We thank all applicants for applying, however, only those selected for an interview will be contacted.  Your resume may be used for other vacancies.

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

Our Commitment

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to