09 Nov
|
IA Groupe financier
|
Toronto
09 Nov
IA Groupe financier
Toronto
Support insurance advisors at PPI as a Business Development Coordinator, using organization, communication, and MS Office skills in a hybrid work setting.
As a key member of PPI’s National Business Development Coordinator Team, you will support exceptional advisor experiences. The position works closely with Strategic Relationships, Advisor Experience, and Distribution teams. You will coordinate onboarding, events, reports, programs, inquiries, and operational information for advisors, wholesalers, internal staff, and external partners.
Key Responsibilities:
Support advisor onboarding, access setup, and team notifications
Resolve portal, Bluesun Advisors, and Secure Messaging issues
Track Marketing Allowance budgets, expenses, and events
Prepare PowerBI reports and analyze sales data
Coordinate programs, conferences, materials, and CE documentation
Requirements:
Minimum three years of relevant administrative experience
Excellent knowledge of MS Office
Solid organization, detail, and time management skills
Effective written, verbal, and interpersonal communication
College diploma, university degree, or equivalent experience
Bring insurance administration, advisor support, reporting, and coordination skills to PPI’s national business development team.
📌 Business Development Coordinator Insurance Toronto
🏢 IA Groupe financier
📍 Toronto