Support Ontario insurance advisors through business development coordination, advisor onboarding, event planning, and PowerBI reporting in a hybrid PPI role.

As a Business Development Coordinator, you will support the Ontario Distribution Team within PPI’s national coordinator team. Your work includes advisor experience, communications, reporting, website access, and initiatives such as Marketing Allowance and Advantage Program activities. You will connect advisors, wholesalers, internal staff, and external partners with appropriate services while maintaining organized information and schedules.

Key Responsibilities:

- Support advisor onboarding, welcome communications, and PPI user access setup
- Resolve access issues involving Advisor Portal, Bluesun Advisors, and Secure Messaging
- Track Marketing Allowance budgets, expenses, events,



and follow-up activities
- Use PowerBI analytics for advisor segmentation and project reporting
- Coordinate programs, conferences, sales meetings, and promotional materials

Requirements:

- Minimum three years of relevant administrative experience
- Excellent knowledge of Microsoft Office
- Robust organization, attention to detail, and time management
- Effective written, verbal, interpersonal, and problem-solving skills
- College diploma, university degree, or equivalent experience

Bring administrative coordination, advisor service, reporting, and communication expertise to PPI’s Ontario Distribution Team in North York.

📌 Business Development Coordinator Ontario (Canada)
🏢 iA Financial Group
📍 Canada