Our current job postings

Business Solutions Coordinator

  • Employer: PPI Management Inc.
  • Office: 1200-2235 Sheppard Avenue E
  • Location: Toronto, Ontario
  • Other Possible Location(s): Burnaby, British Columbia; Calgary, Alberta; Vancouver, British Columbia; Brossard, Quebec; Edmonton, Alberta; Halifax, Nova Scotia; Winnipeg, Manitoba; Quebec, Quebec; St-John's, Newfoundland and Labrador; Verdun, Quebec
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10011434
  • Job type: Permanent Job Full time
  • Apply before: 2022-02-07

Description

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 Solutions Coordinator to join any of our PPI locations. 

Business Solutions Coordinator

A key member of the Strategic Relationships Team, the Business Solutions Coordinator works closely with the Director, Business Solutions and the Strategic Relationships Team to provide exceptional support and client experiences to IIRCO/MFDA/ICPM/ Caisse Populaires firms and their advisors.

The Coordinator will be aligned with the objectives of the business unit and will be responsible for supporting the overall efficiency of the Strategic Relationships Team, including utilizing PPI analytics to measure and report on KPI’s, coordinating the delivery of national sales and marketing programs, assisting in planning and executing all aspects of events.

Responsibilities:

  • Utilize PPI analytics to provide appropriate data on advisor segmentation and other special projects to assist the Strategic Relationships Team in the development of sales and implementation plans.

  • Assist in the analysis of regional sales data and look for improvements in sales practices.

  • Provide support with inquiries and escalations from advisors and strategic account firms, coordinating with the Director, Business Solutions and corresponding regional support within PPI.

  • Coordinate the local delivery 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 all aspects of events such as PD Days, Regional PPI Days, annual Advisor Conference, off-site sales meetings; coordinate with the Strategic Relationships Team and wholesalers to plan and execute all marketing allowance events.

  • Work with sales and marketing support at the various strategic account firms, including facilitating events and coordinating advisor training specific to the firm.  

  • Participate in the creation and implementation of the communication strategy for the Strategic Relationship business unit (executives, advisors and staff).

  • Prepare and distribute all forms of advisor communication relating to strategic relations; manage various distribution lists for communication purposes.

  • 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 recruitment process for strategic relationship firms.

  • Facilitate the onboarding process of strategic relationship advisors, including:

    • preparing advisor onboarding items (welcome email, setting up orientation checklist, etc.)

    • setting up advisors with access to all relevant PPI systems, educate advisors on the use of the various systems in coordination with the Digital Sales Enablement Team.

  • Facilitate access to PPI systems for strategic relationship firms and coordinate with the National Operations Business Improvements team on internal PPI systems.

  • Apply for CE accreditation with all regulatory bodies (Advocis, AIC, IIROC, etc.) as needed.

  • Assist the Vice-President, Strategic Relationships in coordinating and managing schedule, travel and events.

  • Additional responsibilities, duties and special projects as identified.

  • Some travel may be required.

Education, Experience and Skills:

  • College Diploma, University degree, or equivalent experience

  • Minimum 3 years relevant experience

  • Excellent knowledge of MS Office required

  • Knowledge of life insurance sales strongly desired

  • Proven organizational and logistics skills

  • 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

  • Bilingualism in French and English strongly preferred

Behavioural Experience:

  • Ability to manage emotions and impulses and receive constructive feedback while remaining level-headed

  • Superior time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities while providing a disciplined approach to supporting strategic account firms and their advisors

  • 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

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


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

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.