Become an Investments Administrator at PPI, a subsidiary of iA Financial, and support independent insurance advisors in a flexible hybrid setting. Facilitate fund trade processing while ensuring a high level of service.

As an Investments Administrator at PPI, you will orchestrate the processing of segregated funds and other investments. Bringing two years of industry experience, you'll play a key role in data management and client communication, fostering relationships with advisors to ensure smooth operations. This position engages you in a cooperative culture emphasizing meaningful impact and professional growth.

Key Responsibilities:
• Process segregated funds and investment products seamlessly
• Manage assigned files and uphold data integrity




• Track pending transfers with insurance carriers proactively
• Communicate with advisors regarding documentation needs
• Address investment questions and concerns efficiently

Requirements:
• At least 2 years' relevant investment industry experience
• Desirable industry designations include FLMI, ACS, and AIAA
• Exceptional organizational and communication skills
• Familiarity with WealthServ and Microsoft Office Suite
• Bilingual in English and French to aid diverse collaboration

Embrace your potential with PPI as you enhance financial security for clients across Canada.
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📌 PPI Investments Administrator Role Available (Ontario)
🏢 iA Financial Group (Industrial Alliance)
📍 Ontario