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

Business Analyst

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.

Key Responsibilities:

• 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.

• 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:

• 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

• Bilingualism in French and English an asset

The expected salary range for this position starts at $69,000 and will be commensurate with the candidate’s experience and skill set.

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