Manager, Business Operations - Alberta

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.

Responsibilities

- Effectively plan and allocate employees and resources to ensure workflow meets productivity, departmental and quality goals, while maintaining PPI’s service standards.
- Provide on-going business leadership including workflow management, recruiting, performance reviews, vacation scheduling and attendance tracking.
- Coach, mentor and develop employees through regular one-on-one meetings, needs assessments, timely feedback, training and career development planning.
- Foster and promote a collaborative, high-performing team culture that encourages knowledge sharing, consistency, and support to enable each employee and department to succeed.
- Identify,



recommend, implement, and maintain appropriate controls and feedback mechanisms to monitor performance/service, identify opportunities, and support continuous improvement.
- Provide leadership on complex or escalated cases, ensuring timely resolution and alignment with operational and risk guidelines.
- Drive consistency in application of processes and service standards across regions in collaboration with national operations leaders.
- Partner closely with Sales leadership to strengthen collaboration, address advisor-related concerns, and align on priorities and service expectations
- Lead change initiatives and support teams through evolving processes and operational updates.
- Provide regular reporting and insights on workload, service levels, and team performance to support data-driven decision making.
- Conduct monthly audits of operations team members to ensure processes are followed and standards are met.
- Proactively participate in operational meetings, both nationally and locally.
- Identify and implement opportunities for process improvements to enhance efficiency, accuracy, and service delivery.
- Lead and engage the office and employees in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.




- Travel required both within the region and nationally Special projects as identified and assigned.

Education, Experience and Skills

- 10+ years of experience in the insurance industry, with strong knowledge of life insurance products, terminology, and administration systems
- Proven people leadership experience, including hiring, coaching, performance management, and team development
- Strong understanding of insurance distribution and the marketing/sales workplace, combined with proven results-oriented leadership, in high-volume, service-driven environments
- Proven ability to embrace and promote a positive approach to change while leading teams through evolving processes, priorities, and operational updates.
- Excellent organizational and time management skills, with the ability to manage competing priorities, tight deadlines, and coordinate team deliverables
- Strong communication and interpersonal skills, with the ability to build relationships, influence stakeholders, and foster a collaborative team culture
- Effective problem-solving and critical thinking abilities, with a capacity to see both detailed issues and broader business impacts
- High level of professionalism, discretion, and integrity, including the ability to handle sensitive and confidential information
- Adaptable self-starter who thrives in dynamic, evolving environments and can adjust priorities as needed
- Advanced proficiency in Microsoft Office tools, with the ability to support reporting, data analysis, and operational efficiency
- Industry designations (e.g., ALMI, FLMI, ACS) considered an asset

We thank all applicants for applying, however, only those select

📌 Manager, Business Operations (Calgary)
🏢 iA Financial Group (Industrial Alliance)
📍 Calgary