Our current job postings

Regional Director, Strategic Relationships

  • Employer: PPI Management Inc.
  • Office: 3600 4th Street SE
  • Location: Calgary, Alberta
  • Other Possible Location(s): Edmonton, Alberta
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10013758
  • Job type: Permanent Job Full time
  • Apply before: 2022-07-08

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

Regional Director, Strategic Relationships

We are looking for an experienced sales professional with advanced knowledge of the financial services industry and regulatory environment within IIROC, MFDA and PWM firms to join our Calgary or Edmonton Strategic Relationships Team. 

Reporting to the National Vice-President, Strategic Relationships, you will be responsible for growing the business with the objective of increasing production and promoting consultative sales to support the achievement of the Strategic Relationships regional sales plan.

You will be responsible for relationship management with key Advisors, influencers and staff at select firms. As well as the sales case and practice management for Advisors aligned to them. You will connect internally to the resources, tools and education to enhance the Advisors’ professional success and ensure that it is simple and easy to do business with PPI. You will work in collaboration with the Business Solutions team and other counterparts in the High Net Worth (HNW), Broad Market and Wealth (seg funds only) teams, to provide a holistic approach to relationship management.

Responsibilities:

  • Community/Industry engagement:

    • Actively participate in community events to promote the PPI brand and value proposition

    • Represent PPI at industry events such as CALU, ADVOCIS, STEP, etc.

  • Assume the ongoing support and business development strategy with PPI's existing strategic relationships in the respective region

  • Use a consultative approach to holistic planning for Strategic Relationship (SR) Advisors to integrate insurance, estate and tax planning into their client discussions

  • Strategic Relationship advocacy activities – dispute resolution, exceptions, moving business through the funnel with support of the Business Solutions team

  • Implement strategic relationship sales/action plan in order to achieve growth objectives

  • Execution of a new client-centric business model that leverages PPI's value proposition and delivers a sustainable and rewarding partnership model to strategic relationship firms

  • With a customer experience lens, identify and put the processes in place that make it easy for each firm's investment Advisors to add insurance to their practice

  • Market and leverage the PPI Advisory HNW offering, as a key differentiator for PPI

  • Utilize senior Advisors affiliated with PPI in an insurance consultancy model for investment Advisors looking to partner with an Advisor for their insurance integration

  • Reflect and support the two unique service models at PPI, for the broader market and for the high net-worth market, integrating where appropriate while maintaining and enhancing the concierge service at PPI Advisory

  • Foster close working relationships with the "influencers" at each strategic relationship firm (a partnership approach) and their Advisors

  • Expand PPI's reach in this market by adding new firms across Canada – IIROC, MFDA, PM, Credit Unions. (Caisse Polulaires in Quebec)

  • Preparation and delivery of presentations to numerous stakeholders (Advisors, CEO, VP, RVPs)

  • Market Pulse: research and development, competitive intelligence of the SR landscape and investment Advisor realities

  • Some travel required

Job Knowledge / Work Experience:

  • 8+ years Independent financial services industry experience – preferably in a strategic account channel (ideally IIROC/MFDA platform)

  • Demonstrated sales leadership experience

  • Advanced knowledge of financial services industry and regulatory environment within: IIROC, MFDA and PWM firms

  • Results driven with a disciplined approach to deliver sales, recruitment and Advisor growth in Strategic Relationships

  • Proven networking skills with the ability to be an industry and brand ambassador to elevate PPI’s brand in the community 

  • Ability to evaluate how well results are tracking to plan, identifying when to pivot to accomplish results

  • Focus on Advisor solutions triage with a proven ability to bring the right people/partners to the table to deliver on business unit and Advisor needs

  • Excellent communications skills including verbal, in person, written and social platforms

  • Demonstrated strategic thinker with the ability to strategize, implement, evaluate and adjust

  • Ability to thrive in a transparent environment

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

  • Comfortable with vulnerability-based teamwork

Education, Certifications or Licenses:

  • Bachelor's Degree in a related field such as business administration

  • Industry designation(s) CFP, CLU, CHS, PFP, FEA, Pl.Fin

    • Strong preference for CFP Designation

    • Willing to get CFP/CLU/CIM within 18 months

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.