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Consultant, Operations Training and Process Development

  • Employer: PPI Management Inc.
  • Office: 1200-2235 Sheppard Avenue E
  • City: Toronto
  • Province: Ontario
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10009726
  • Job type: Permanent Job Full time
  • Apply before: 2021-08-27

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 Consultant, Operations Training and Process Development to join our Toronto or Quebec office. 

Consultant, Operations Training and Process Development

Working closely with the Manager, Employee and Leadership Development, the Consultant, Operations Training and Process Development is responsible for designing and delivering effective learning solutions in support of PPI goals and objectives with a focus on Broad Market Operations.


  • Design learning solutions based on learning and performance objectives, job-specific procedures/activities, and measures of success and then implement the learning solutions via multiple approaches – job aids, videos, eLearning, webinar, classroom – as appropriate.

  • Research, recommend, design, develop and deliver integrated, comprehensive training solutions based on analysis of Operations learning strategy and assessment of business partner and learner needs.

  • Lead, coordinate and deliver training workshops, tutorials and information sessions including evaluating training program suitability and effectiveness for administrative and marketing teams.

  • Evaluate and provide effective feedback and positive reinforcement to all operations staff regarding training.

  • Assess and respond to changes in our environment by conferring with management to increase efficiencies for all operations staff by adding, removing and recommending modifications to existing processes.

  • Develop, update and maintain training documentation, including existing and new processes and system functions.

  • Support peer training programs and remote training using a variety of training deliverables such as classroom, webinars, job aids, events, and specialized one-on-one training requests.

  • Projects as identified and assigned.

  • Travel to various office locations as required.

Education, Experience and Skills:

  • Minimum 5 years’ relevant experience in training, content development and facilitation in the life insurance industry, specifically within Operations

  • Tech savvy with expertise in one or combination of training design, learning evaluation, data analysis, learning methodologies and learning technologies such as LMS, authoring tools, mobile and social learning

  • Proven facilitation, presentation and public speaking skills

  • Exemplary written and oral communication skills with the ability to engage and influence various stakeholders

  • Strong interpersonal, written and verbal communication skills with a consultative, customer-focused mindset in all operations interactions

  • Superior business analysis and problem-solving skills with the ability to make recommendations based on analysis

  • Initiative to be innovative and creative with developing new ideas and concepts

  • Exemplary organization and time management skills with ability to organize self and handle multiple priorities simultaneously

  • Ability to work both independently and collaboratively with proven ability to foster teamwork and develop and maintain relationships

  • Advanced degree of skill with Microsoft Office, Lync, Snagit and SharePoint

  • Working knowledge of e-Learning tools (Webex, Compass, LMS, Storyline) to facilitate remote location training

  • Results driven with demonstrated ability to flourish in environments of significant change

  • Bilingualism in English and French preferred

We thank all candidates 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