Support Ontario insurance advisors with business development coordination, event planning, reporting, and hybrid work flexibility at PPI, part of iA Financial.

As a Business Development Coordinator, you support the Ontario Distribution Team and national Advisor Experience activities. The work includes onboarding, website user management, Marketing Allowance coordination, Advisor segmentation, sales data analysis, and service-level monitoring. You also respond to inquiries, connect Advisors with internal services, and maintain communication across departments and external partners.

Key Responsibilities:

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




- Prepare PowerBI reports and analyze sales data
- Coordinate national programs, events, materials, and follow-up

Requirements:

- Minimum three years of relevant administrative experience
- Excellent knowledge of Microsoft Office
- Knowledge of life insurance sales strongly desired
- Solid organizational skills and attention to detail
- Understanding of security and personal information procedures

Bring organization, reporting, communication, and insurance support skills to strengthen Advisor experiences across PPI’s Ontario Distribution Team.

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