Support advisor experience at PPI through organized onboarding, reporting, and communication while working hybrid from home up to three days weekly. Coordinate national activities and help independent insurance advisors access the services, information, and support they need.
As Business Development Coordinator, you will work with the Strategic Relationships Team and Advisor Experience and Distribution departments. Your work includes advisor onboarding, website user management, event coordination, Marketing Allowance tracking, and advisor service monitoring. You will also support national initiatives, projects, inquiries, and reporting that keep teams and external partners informed.
Key Responsibilities: Support advisor onboarding, welcome emails, user access, and team notifications
Resolve PPI portal, Bluesun Advisors,



and Secure Messaging access issues
Respond to advisor and Strategic Relationship Firm inquiries
Track Marketing Allowance budgets, expenses, and events
Maintain contact lists, schedules, documentation, and communications
Requirements: Minimum three years of relevant administrative experience
Excellent knowledge of Microsoft Office
Solid organizational skills and attention to detail
Effective problem-solving ability
Knowledge of life insurance sales strongly desired
Bring administrative coordination, advisor support, reporting, and communication skills to PPI's national Business Development Coordinator team.

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📌 Business Development Coordinator Advisor Experience (Ontario)
🏢 IA Financial Services
📍 Ontario