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.

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Advisor Solutions Manager

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 advisor ability to independently access PPI's tools Support Inforce Illustrations when appropriate Collaborate with other Advisor Solutions Managers across the country to leverage strengths and provide a seamless support experience for the Advisor A dhere 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 employees Job Knowledge / Work Experience: ~4+ years financial services industry experience in a sales or sales support role ~ Strong communication skills in virtual environments ~ Proven ability to build strong relationships in a virtual environment ~ Knowledge of financial services industry ~ Knowledge of Teams, Outlook, excel considered an asset ~ Ability to track and work efficiently while being a team player to drive results for all of PPI ~ Understanding of the regulatory setting 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 LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset PPI Management Inc.

📌 Advisor Solutions Manager (Toronto)
🏢 IA
📍 Toronto