Regional Director, Strategic Relationships

PPI company overview:

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment.  This role is eligible for working from home up to 3 days per week.

For more information about PPI visit: www.ppi.ca

Regional Director, Strategic Relationships

In this role, 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) 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 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 – CIRO (IIROC, MFDA) ICPM, 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.

• Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.

Education, Experience and Skills:

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

• 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 within 18 months

• 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

• Advanced level of the English and French language required as incumbent is required to lead business development initiatives, actively participate in public speaking engagements, attend client meetings, network and build relationships with advisors, colleagues and carriers on a daily basis

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

• Ability to thrive in a transparent team-based environment 

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

• Comfortable with vulnerability-based teamwork

• Some travel required

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