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.

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

Summer Student, Data, Analytics & Reporting

We are looking for a motivated and technically skilled summer student to support the evolution of PPI’s reporting and analytics platform. This role is ideal for a 3rd or 4th year student enrolled in an applied, hands‑on program in data analytics, business intelligence, information systems, or a related field. The summer student will work on meaningful, practical initiatives aligned to PPI’s analytics strategy.

This is a contract position over the summer term for an expected duration of around 4 months.

Responsibilities:

Platform Maintenance & Enhancements

• Update, maintain, and enhance existing Power BI dashboards and reports

• Optimize data models, DAX calculations, and report performance

• Improve and standardize data flows, data sets, and query logic

• Support version upgrades, transitions, and cleanup activities on the analytics platform

Process Improvements & User Experience

• Support usability improvements (layout, navigation, consistency, accessibility)

• Contribute to data visualization and storytelling enhancements

• Conduct light user research or feedback sessions as needed (e.g., identifying pain points)

Automation & Power Platform Support

• Assist with building or improving Power Automate flows

• Support simple Power Apps enhancements or component updates

• Help document workflows, data sources, naming conventions, and governance guidelines

Analysis & Business Support

• Work with the Data, Analytics & Reporting team to gather requirements

• Support ad-hoc data cleanup, validation, and quality assurance tasks

Job Knowledge / Work Experience:

• Experience using Power BI for data modeling, DAX, performance tuning, and report design and visualization

• Experience with Power Apps and Power Automate

• Experience using Excel for analysis and reporting purposes

• Ability to use data storytelling and visualization techniques

• Knowledge of UX/UI fundamentals

• Strong analytical mindset, curiousity, and problem-solving abilities

• Exposure to AI, machine learning, or predictive analytics considered an asset

• Familiarity with SQL or data querying considered an asset

• Demonstrated time management skills

• Ability to prioritize tasks and self-manage

• Strong communication skills in virtual environments

• Proven ability to build strong relationships in a virtual environment

• Proven ability to spot sales opportunities and align appropriate resources

• Ability to adhere to compliance legislation and guidelines

• Knowledge of financial services industry

• Knowledge of Teams, Outlook, excel considered an asset

• Ability to manage emotion and impulses to absorb constructive feedback

• Ability to manage various personalities and situations

• Ability to track and work efficiently while being a team player to drive results for all of PPI

• Understanding of the regulatory environment within: IIROC, MFDA, CU and PM firms as well as various provincial insurance regulators considered and asset

Education, Certifications or Licenses:

• Currently enrolled in a post-secondary program

• Current life license or working toward

• LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset

This role is for a new position. The expected salary range for this position starts at $23 an hour and will be commensurate with the candidate’s experience and skill set.