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Added 2 hours ago
NB
Senior Advisor in Estate Planning
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Montreal, QC
- Full-time
references in estate planning for the client advisory team of one of the
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CR
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- Full-time
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Added 4 hours ago
HT
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- Full-time
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Added 6 hours ago
Sales Associate-Retail
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B
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Added 12 hours ago
VA
Aircraft Maintenance Engineer (AME) - Kingston
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Kingston, ON
- Full-time
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Added 13 hours ago
AF
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Assistant Restaurant Manager
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Ottawa, ON
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Added 16 hours ago
HT
PD Software for Service
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Added 17 hours ago
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Added 17 hours ago
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Added 17 hours ago
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Added 18 hours ago
KS
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Added 19 hours ago
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Added 21 hours ago
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Added 21 hours ago
DT
Assistant Manager I
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Added 22 hours ago
HT
PD Service - Mechanical
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iA Financial Group

Advisor Solutions Manager

Toronto, ON, Canada
Montreal, QC, Canada
Quebec, QC, Canada

The expected salary range for this position starts at $68,000 and will be commensurate with the candidate’s experience and skill set. · Full-time

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Job details

Pay: The expected salary range for this position starts at $68,000 and will be commensurate with the candidate’s experience and skill set.
Job type: Full-time
Apply by: Nov 20, 2026
Experience: 4+ years financial services industry experience in a sales or sales support role
Posting language: English
Posted: Oct 21, 2026

Original job description

Job Description

PPI company overview:

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 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.

This is a contract position for an expected duration of 12 months.

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
High degree of professionalism
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
Advanced proficiency in English and French is required, as the incumbent will need to receive and respond to emails, prepare quotes and illustrations, and conduct advisor growth conversations with both English- and French-speaking advisors on a regular basis

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.

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Location(s)

North York / 2235 Sheppard Avenue E

Other Possible Location(s)

Montreal / 2000 McGill College AvenueQuébec / 6700, boulevard Pierre-Bertrand

Company

PPI Management Inc.

Posting End Date

2026-11-20

Company Overview

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.

* iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

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.

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More about this job

Responsibilities

Provide proactive and reactive sales support to selected advisors, triage requests, and connect advisors with appropriate internal and external resources. Build advisor capability with PPI tools, support illustrations, maintain activity and recruitment trackers, and follow compliance and ESG standards.

Requirements

Candidates need at least four years of financial services experience in sales or sales support, strong relationship-building and communication skills, and the ability to prioritize work and identify sales opportunities. Advanced English and French proficiency is required; a college diploma, university degree, or equivalent experience is accepted, and a current life license or relevant industry credentials are considered assets.

Skills

Advisor Sales Support
Relationship Building
Request Triage
Time Management
Task Prioritization
Self-Management
Virtual Communication
Sales Opportunity Identification
Resource Coordination
Financial Services Knowledge
Insurance Product Knowledge
Compliance
Regulatory Knowledge
Inforce Illustrations
Activity Tracking
Team Collaboration

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Insurance
Insurance Marketing Organization
Advisor Sales Support
Sales Enablement
Independent Advisors
Sales Growth
Inforce Illustrations
Advisor Tools
Compliance
Regulatory Standards
IIROC
MFDA
Credit Unions
Portfolio Management Firms
Provincial Insurance Regulators
Life License
LOMA
CHS
CLU
CFP
CFA
CSC
Microsoft Teams
Microsoft Outlook
Microsoft Excel
Recruitment Tracker
Activity Tracker
ESG

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