Advisor Solutions Manager

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 .

In this role, you will deliver both proactive and reactive sales support to selected advisors. As a key member of our national Sales Enablement team, you will ensure that the right support is given to the right advisor at the right time.

You will refer large and complex cases back into the regional teams for specialized support and collaborate when needed. You will act as a filter and intermediary, spotting new cases and ensuring the right support is delivered to the right advisor.

This is a contract position for an expected duration of 12 months.

4+ years financial services industry experience in a sales or sales support role

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

High degree of professionalism

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

Advanced proficiency in English and French is required, as the incumbent will need to receive and respond to emails, prepare quotes and illustrations, and conduct advisor growth conversations with both English- and French-speaking advisors on a regular basis

College Diploma, University degree, or equivalent experience

Current life license or working toward

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

This role is for an existing position. The expected salary range for this position starts at $68,000 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.

See why so many people choose iA!

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, write to us . Someone from our team will be happy to assist you.