Advisor Solutions Manager

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment.  This role is eligible for working from home up to 3 days per week. 

For more information about PPI visit: www.ppi.ca

Advisor Solutions Manager

In this role, you will deliver both proactive and reactive insurance sales support to selected advisors.  As a key member of our national Sales Enablement team, you will ensure that the right support is given to the right advisor at the right time.

You will refer large and complex cases back into the regional teams for specialized support and collaborate when needed.  You will act as a filter and intermediary, spotting new cases and ensuring the right support is delivered to the right advisor.

Responsibilities:

• Build strong working relationships and advocacy with all regions and team members

• Bring a positive mindset to our team and be ready to drive productivity with our advisors

• Triage incoming reactive requests and ensure timely response times

• Build advisor ability to independently access PPI’s tools

• Support Inforce Illustrations when appropriate

• Maintain a high degree of industry and product knowledge, understanding the marketplace and remaining current on industry trends and initiatives

• Align various internal and external resources to enable advisor sales growth, when appropriate

• Collaborate with other Advisor Solutions Managers across the country to leverage strengths and provide a seamless support experience for the Advisor

• Maintain and regularly update Recruitment Tracker and Activity Tracker to record advisor activities/interactions.

• Adhere to compliance and regulatory standards through documentation, training and demonstration of behaviour and actions aligned to standards.

• Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees

Job Knowledge / Work Experience:

• 4+ years financial services industry experience in a sales or sales support role

• Demonstrated time management skills

• Ability to prioritize tasks and self-manage

• Strong communication skills in virtual environments

• Proven ability to build strong relationships in a virtual environment

• Proven ability to spot sales opportunities and align appropriate resources

• Ability to adhere to compliance legislation and guidelines

• Knowledge of financial services industry

• Knowledge of Teams, Outlook, excel considered an asset

• Ability to manage emotion and impulses to absorb constructive feedback

• Ability to manage various personalities and situations

• Ability to track and work efficiently while being a team player to drive results for all of PPI

• Understanding of the regulatory environment within: IIROC, MFDA, CU and PM firms as well as various provincial insurance regulators considered and asset

Education, Certifications or Licenses:

• College Diploma, University degree, or equivalent experience

• Current life license or working toward

• LOMA courses, CHS, CLU, CFP, CFA, CSC, SWIM considered an asset

This role is for an existing position. The expected salary range for this position starts at $68,000 and will be commensurate with the candidate’s experience and skill set.

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.