Teams at iA Financial Group

Leads business development across Eastern Ontario and Gatineau by increasing advisor sales, managing key relationships, supporting insurance cases and practices, recruiting advisors, delivering education, maintaining activity records, ensuring compliance, and promoting PPI’s value proposition through internal collaboration and industry events.

Provides proactive and reactive sales support to independent insurance advisors. Responsibilities include triaging requests, enabling advisor use of tools, supporting illustrations, identifying sales opportunities, coordinating internal resources, maintaining activity trackers, building relationships, and ensuring compliance. The role requires financial services experience, strong communication and organization skills, industry knowledge, and advanced English and French proficiency. This is a 12-month contract with a hybrid work arrangement.

Provides administrative and sales support to advisors, Sales Directors, and business partners. Responsibilities include processing requests, coordinating communications, distributing sales materials, supporting campaigns, onboarding advisors, tracking sales activity, creating contact lists, maintaining advisor segmentation, and using digital platforms for engagement and case management.