Join PPI as an Investments Administrator with a focus on processing segregated fund trades in a hybrid work model. Support independent insurance advisors in delivering exceptional financial services. In this role, your primary responsibility involves managing the lifecycle of investment products while ensuring adherence to compliance.

PPI fosters a team-oriented setting where your skills and experiences help drive success. You will handle file management, track transfers, and address advisor inquiries promptly. Key Responsibilities:
Process segregated funds and investment products efficiently
Ensure quality and accuracy of assigned files
Follow up with carriers on pending transfers
Aid advisors with documentation and clarity issues
Resolve investment-related inquiries professionally Requirements:
2+ years’ experience in the investment field
Relevant designations (FLMI, AIAA) preferred
Excellent time management and multitasking abilities
Outstanding verbal and written communication skills
Familiarity with WealthServ and Microsoft tools Leverage your skills in a role where you can make a real difference at PPI.

📌 Hybrid Investments Administrator At Ppi Toronto
🏢 iA Financial Group
📍 Toronto