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 Analyst to join our Toronto or Edmonton office.
The Business Analyst plays a key role in the successful implementation of multiple projects and change initiatives to support the strategic goals of PPI's Operations Team.
Working closely with leaders and staff across the National Operations Team and liaising with internal and external partners, the Business Analyst will be a central participant involved in planning, solution development, testing and implementation activities for various Operations projects.
Perform the primary business role function on projects to ensure business objectives and change impacts are well understood so that Operations Team Members are ready to support the pending changes enabling successful and well received implementations.
Investigate, analyze, articulate and facilitate the solving of complex problems and concepts. Analyze solution options to assess feasibility and operational impact
Perform data analysis on large data sets extracted or provided from a variety sources.
Collaborate with stakeholders across the organization to elicit and document requirements from both business and user perspectives.
Support the development and implementation of changes through creation and modelling of Customer Journeys and process workflows.
Work with the training resources in Operations to ensure training for Operations staff is developed and delivered for new processes and project implementations.
Define and execute effective User Acceptance Test plans related to change initiatives.
Support the development of communications relevant to change initiatives.
Establish and lead working groups.
Facilitate project sponsor and stakeholder updates: develop metrics, evaluate activities and report on the progress and outcomes of projects and initiatives to leaders and other stakeholders at various levels of the organization.
Be a Change Leader and influencer by fostering an environment that creates momentum behind the change through transparency, creating a sense of urgency and encouragement to think beyond the current state.
Engage in process reviews/redesign, looking for opportunities to automate, eliminate touchpoints, and enhance service to our Advisors.
Contribute to the implementation of change management best practices to support a consistent approach to implementing change.
Assist with large scale data cleanup in various admin systems, as required, to support change initiatives.
Education, Experience and Skills
Minimum of 5 years' experience in the life insurance or financial services industry
Progressive project-related experience
Experience with and knowledge of industry tools such as Wealthserv, FundServ is an asset
Working experience with Waterfall or Agile approach to change management
Advanced ability to conduct research and gather information from a number of sources, analyze data, draw conclusions and document findings
Proven attention to detail, organizational and time management skills with ability to organize self and others while handling high volumes of work and tight deadlines
Self-motivated with the ability to work independently while being committed to functioning as a team player
Advanced knowledge of Microsoft Office programs; Visio, Excel and PowerPoint in particular
Results driven with demonstrated ability to flourish in environments of significant change
Superior interpersonal skills including the ability to interact using tact and diplomacy while engaging with a wide range of stakeholders
Excellent written and oral communication skills including strong facilitation and presentation skills
Effective problem-solving capabilities with the initiative to be innovative and creative with developing new ideas and concepts
Excellent English language skills, both oral and written due to frequent interactions with English-speaking colleagues, internal partners or clients across Canada. Speaking French is an asset
We thank all candidates for applying, however only those selected for an interview will be contacted. Your resume may be used for other vacancies.