Advisor Solutions Manager# Get ahead, where your talent belongs## Advisor Solutions ManagerApply: Montreal, Quebec: Quebec, Quebec: Full time: Posted Today: End Date: November 20, 2026 (29 days left to apply): JR10028145## # 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. 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: Advisor Solutions ManagerIn 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. This is a contract position for an expected duration of 12 months.Build strong working relationships and advocacy with all regions and team members Bring a positive mindset to our team and be ready to drive productivity with our advisors* Triage incoming reactive requests and ensure timely response times* Build advisor ability to independently access PPI’s tools* Support Inforce Illustrations when appropriate* Maintain a high degree of industry and product knowledge, understanding the marketplace and remaining current on industry trends and initiatives* Align various internal and external resources to enable advisor sales growth,



when appropriate* Collaborate with other Advisor Solutions Managers across the country to leverage strengths and provide a seamless support experience for the Advisor* Maintain and regularly update Recruitment Tracker and Activity Tracker to record advisor activities/interactions.

Adhere to compliance and regulatory standards through documentation, training and demonstration of behaviour and actions aligned to standards.

Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employeesJob Knowledge / Work Experience: 4+ years financial services industry experience in a sales or sales support role* Demonstrated time management skills* Ability to prioritize tasks and self-manage* Solid 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 basisEducation, Certifications or Licenses: 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. Location(s)North York / 2235 Sheppard Avenue E## Other Possible Location(s)Montreal / 2000 McGill College AvenueQuébec / 6700, boulevard Pierre-Bertrand## ## CompanyPPI Management Inc.##

📌 Advisor Solutions Manager (Toronto)
🏢 iA Financial Group
📍 Toronto