Build strategic advisor relationships for PPI Management Inc. across Eastern Ontario and Gatineau, supporting insurance production, practice management, and sales. The role serves independent advisors.

As Director, Business Development, you will foster reliance and partnership by understanding advisors’ knowledge, objectives, and business priorities. You will support succession, marketing, prospecting, compliance, and practice management while coordinating internal resources. The role requires collaboration with PPI’s DAS, Investments, Wholesalers, High Net Worth, Wealth, and Strategic Relationships teams.

You will also promote PPI’s value proposition through industry events and provide advisor education and training.

Key Responsibilities

Increase production among primary aligned advisors





Record advisor interactions in Activity Trackers

Update recruitment records and advisor information

Maintain compliance through documentation and training

Foster internal and external PPI relationships

Requirements

Life licensed with CFP or CLU designation

Eight or more years of industry experience

Family and business insurance product knowledge

Effective verbal, written, and presentation skills

Flexibility to respond quickly to advisor needs

Apply advisor relationship management, insurance knowledge, and practice support skills to advance PPI’s regional business development plan.

📌 Advisor Relationship Director PPI Management (Winnipeg)
🏢 IA Groupe financier
📍 Winnipeg