Our current job postings

Business Development Manager, Wealth - Prairies

  • Employer: PPI Management Inc.
  • Office: 3600 4th Street SE
  • Location: Calgary, Alberta
  • Other Possible Location(s): North York, Ontario; Winnipeg, Manitoba; Edmonton, Alberta; Vancouver, British Columbia
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10014105
  • Job type: Permanent Job Full time
  • Apply before: 2022-09-09

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 Development Manager, Wealth to join our Calgary, Edmonton, Vancouver, Winnipeg or Toronto office.

Business Development Manager, Wealth - Prairies

Job Purpose:

In this role, you will be responsible for developing and delivering investment product materials and programs to support wealth sales team objectives and initiatives, according to the sales focus between seg funds, PPI Valet and Private Wealth offerings.

You will also contribute to growing the business with the objective of increasing production and promoting sales to support the achievement of the Wealth regional sales plan, by taking both a proactive and reactive approach. You will proactively identify Advisors who have sales opportunities and develop relationships with new PPI Advisors.  You will be responsible for relationship management and responding to requests for support from active Advisors (starting from approx. 200 Advisors in region) and sales case and practice management for those Advisors aligned to them.  You will connect Advisors to internal resources, tools and education to enhance the Advisors’ professional success and will work with the Regional Directors, Wealth on cases as needed.

Key Responsibilities:

  • 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

Job Knowledge / Work Experience:

  • A minimum of 5 years’ experience in a related capacity within the investment industry

  • 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

Education, Certifications or Licenses:

  • Appropriate industry designations desired

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.