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

IT Business Analyst

The IT Business Analyst supports the successful implementation of small and mid-size IT projects and change initiatives to support the strategic goals of PPI's Technology teams. This role gathers and monitors internal and external reporting, KPIs, audit information and responses to technology and security inquiries from carriers and Strategic Relationships, provides administrative support to IT Centres of Excellence, and drafts technology-related communications for employees.

Key Responsibilities:

• Coordinate small to medium sized IT project teams and working groups including liaison with other Business Units. Collaborate with EPMO and stakeholders across the organization to elicit and document requirements from both business and user perspectives, estimate resources and manage schedule forecasting, dependencies and constraints.

• To support internal and external reporting, gather data and KPIs such as for Security, Up-time, On-Call response, Tickets, Vulnerabilities, Overtime status, etc. Perform data analysis on large data sets extracted or provided from a variety sources.

• Compile Carrier, Strategic Relationships, and iA Audit notes for Q&As, based on AI-prompting from existing resources and input from senior leadership in IT.

• Assist the Manager, IT Change Management and Training by coordinating and delivering employee training for new technology implementations.

• Attend EPMO monthly meetings and maintain IT project registry.

• To support change management, define and execute effective User Acceptance Test plans related to initiatives, and draft IT-related communications for employees to support the plans.

• Monitor and report on organizational projects related to AI, robotics, and automation, and provide administrative support for the Centres of Excellence for AI and for Citizen Development (in support of the VP, Automation and Software Engineering).

• Facilitate IT project collaboration as well as sponsor and stakeholder updates: develop metrics, evaluate activities and report on the progress and outcomes of projects and initiatives to IT leaders and other stakeholders.

• 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 2-4 years' experience in a Business Analyst, Project Coordinator or similar role within IT, technology or digital transformation environments, preferably in the life insurance or financial services industry

• Progressive experience in coordinating small to mid‑size, cross‑functional IT projects and supporting technology change initiatives.

• Ability to gather and document business, functional, and technical requirements and translate information into clear, user‑friendly documentation.

• Skilled at supporting organizational change through user engagement, communication, and smooth implementation of new technologies.

• Solid analytical capability, with experience working with multi-source data and drawing meaningful insights.

• Working experience with IT processes, terminology, and project lifecycles (Agile, Waterfall) and advanced knowledge of Microsoft Office programs; Visio, Excel, PowerPoint.

• High attention to detail and accuracy, with a strong sense of responsibility when handling sensitive or audit‑related information.

• Effective problem-solving capabilities with the initiative to be innovative and creative with developing new ideas and concepts.

• Excellent verbal and written communication skills, comfortable interacting with business users and business units across the organization.

• Skilled at facilitating discussions and leading presentations, gathering requirements, and coordinating stakeholder input.

• Adaptable, quick to learn new technologies (including AI and automation), and proactive in identifying improvements and anticipating team needs.

• Excellent organizational and time management skills with the ability to stay organized while managing high volumes of work and tight deadlines.

• Self-motivated with the ability to work independently while being committed to functioning as a team player.

• Results driven with demonstrated ability to flourish in environments of significant change.

• Bilingualism in French and English an asset

The expected salary range for this position starts at $58,000 and will be commensurate with the candidate’s experience and skill set.