Business Development Associate, Wealth – Eastern Canada
- Employer: PPI Management Inc.
- Office: 340-3000 boul. René-Lévesque
- City: Verdun
- Province: Quebec
- Job category: Not Evaluated (Job Family)
- Job ID: JR10009544
- Job type: Permanent Job Full time
- Apply before: 2021-08-13
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: www.ppi.ca
To maintain PPI’s exacting level of service, we are looking for a Business Development Associate, Wealth – Eastern Canada to join our Montreal or Quebec office.
Business Development Associate, Wealth – Eastern Canada
The Business Development Associate, Wealth works closely with the Directors, Business Development, Wealth in supporting advisors and assisting in the development and delivery of investment product materials and programs to support wealth sales team objectives and initiatives.
The Business Development Associate, Wealth is also responsible for ensuring the achievement of identified Investment objectives and targets through the provision of support to the Directors, Business Development, Wealth and by addressing advisor inquiries and requests as they relate to PPI’s investments products and services.
Act as the national resource to staff and advisors for queries related to investment products and sales.
Assist in the development and delivery of product materials and sales concepts for sales staff and advisors regarding the unique features of segregated funds, their applicability in specific markets and their investment features.
Provide support to the Directors, Business Development, Wealth in the management of their regional advisors and their sales plans and initiatives.
Assist in the development and delivery of product materials for sales staff and advisors regarding the Private Wealth Management referral platform and PPI Valet roboadvice platform.
Maintain a high degree of industry and product knowledge, understanding the competitive market, and remaining current on industry trends and initiatives.
Develop relationships and rapport with advisors through effective communication.
Effectively resolve issues and/or complaints from advisors as they pertain to investment sales.
Manage and maintain reports for the Wealth Sales Team.
Additional responsibilities and special projects as identified and assigned.
Education, Experience and Skills:
Must be fluently bilingual (both oral and written) in French and English
A minimum of 5 years’ experience in a related capacity within the investment industry
Appropriate industry designations desired
Extensive knowledge and understanding of marketplace products and competition within the investments industry
Demonstrated ability to analyze data, applying business knowledge and sound judgement to make appropriate recommendations
Excellent interpersonal skills with demonstrated ability to develop and maintain effective working relationships with advisors while applying compliance program principles such as Code of Conduct, complaint handling and advisor business practice review
Demonstrated ability to work within and promote a team-based environment
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
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.
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 firstname.lastname@example.org.