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Business Systems Analyst - Guidewire
Co-operators
Calgary, AB
- Full-time
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Accounts Payable Clerk
Tenaquip
Senneville, QC
- Full-time
Experience in an office / accounting environment;
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MC
Commercial Analyst
Meridian Credit Union
Guelph, ON · London, ON
- $52,000 to $75,000 CAD / year
- Full-time
Post-secondary education or related job training, with detailed knowledge of financial accounting and lending principles (Bachelor of Commerce, Business, Finance & Accounting, or other…
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AC
Analyste En Information Financière
Aston Carter
Montreal, QC
- $55 to $59 CAD / hour
- Contract
…avec les équipes de comptabilité, de reporting et de middle office afin dassurer lexactitude de linformation financière sur les produits, y compris les dérivés, tout en concevant et en…
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NF
Executive Assistant
Northbridge Financial
Vancouver, BC
- Full-time
- Other
Staying organized and proactive in a dynamic office environment
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Associate Director, Liquidity & Funding Product Owner
RBC
Toronto, ON
- Full-time
Stakeholder Management: Bridge development teams and business stakeholders (e.g., Treasury, Risk, Front Office). Manage competing priorities, communicate transparently, and cultivate…
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Mortgage Specialist Assistant
RBC
Ottawa, ON
- Part-time
· Manages office routines and expenses ensuring efficiency is maintained through availability of equipment and supplies and effective management of files and records
Added 25 mins ago
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UAT Lead, Payments
Cognizant
Toronto, ON
- Full-time
…requiring three to four days a week in a client or Cognizant office in Toronto, Ontario. Regardless of your working arrangement, we are here to support a healthy work-life balance through…
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Workday Senior Certified Payroll Consultant
UST
ON · Ontario, Canada
- Full-time
Compensation can differ depending on factors including but not limited to the specific office location, role, skill set, education, and level of experience. UST provides a reasonable range…
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Meat - Manager Meat
Sobeys
Quispamsis, NB
- Full-time
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Operations Associate
Stalwart Insurance Group
Vancouver, BC
- Full-time
We are looking for an Operations Associate to work directly with senior leadership in our Vancouver office. This role is ideal for a recent graduate who is eager to learn how a fast-growing…
Added 25 mins ago
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Administrateur de bureau
Cardinal Health Canada
Dorval, QC
- Full-time
Vous maîtrisez les logiciels de Microsoft Office, Outlook, Power BI ou des outils similaires
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Spécialiste Associé.e en logistique | Associate Specialist Logistics
Organon Canada
Kirkland, QC
- Full-time
Une expérience de travail pertinente peut être considérée en remplacement d'une formation formelle Utilisation compétente de MS Office, particulièrement Excel
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Junior Accountant-Mountain Creek Farms
JBS USA
Calgary, AB
- Other
…head of cattle are harvested and processed daily; the Head Office and a case ready plant, both based in Calgary, Alberta; and JBS Ontario, a case ready plant located in Belleville, Ontario.…
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UO
Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
…combined with a related university degree in business, finance, accounting, or a related…
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Gestionnaire de Comptes / Chargé de clientèle senior / Souscripteur
Atradius
Montreal, QC
- Full-time
Maîtrise des logiciels Microsoft Office et capacité d'exécuter des fonctions dans des logiciels et des applications établis par l'entreprise
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FI
Corporate Financial Analyst
Family Innovation Corp.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Family Innovation Corp. (“FIC”) is a multi-family office providing multiple services, including estate planning, risk management, financial counsel, trusteeship, investment advice, and…
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Account Manager - Commercial
Atradius
Mississauga, ON
- Full-time
Proficient with Microsoft Office software, and the ability to perform functions in company established software and applications
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Director, Capital Markets - Capital Allocation & Management
BMO Capital Markets
Toronto, ON
- Full-time
Build trusted, collaborative relationships with the Front Office to embed capital discipline, optimization, and velocity considerations in portfolio decisions.
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FI
Corporate Financial Analyst
Family Innovation Corp.
Vancouver, BC
- Full-time
Family Innovation Corp. (“FIC”) is a multi-family office providing multiple services, including estate planning, risk management, financial counsel, trusteeship, investment advice, and…
Added 25 mins ago
SI
Executive Coordinator
Stalwart Insurance Group
Vancouver, BC
- Full-time
We are looking for an Executive Coordinator to work directly with senior leadership in our Vancouver office. This role is ideal for a recent graduate who is eager to learn how a…
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Financial Analyst
Smart & Biggar
Ottawa, ON
- Full-time
You'll own day-to-day general ledger accounting for our Canadian operations, from cash management to fixed assets, and play a key role in keeping our numbers accurate, our processes…
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Meat - Manager Meat
Sobeys
Victoria, BC
- Full-time
Added 25 mins ago
LC
Accounting Specialist
LightForm Canada
AB · Edmonton, AB
- Full-time
Lightform Corporate Head Office – Edmonton, AB
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Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
This is a hybrid position with a mix of in-office and remote work. Work arrangements will be discussed with hiring managers per departmental guidelines.

iA Financial Group

Business Development Coordinator

Calgary, AB, Canada
Vancouver, BC, Canada
Toronto, ON, Canada

The expected salary range for this position starts at $50,000 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 $50,000 and will be commensurate with the candidate’s experience and skill set.
Job type: Full-time
Apply by: Dec 4, 2026
Experience: Minimum 3 years relevant administrative experience
Posting language: English
Posted: Nov 3, 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.

Business Development Coordinator

A key member of the National Business Development Coordinator Team, you will work closely with the Strategic Relationships Team, to provide exceptional advisor experience to the Advisors.

In addition, you will be responsible for supporting Advisor-facing national and regional activities, tracking progress, and ensuring smooth operations within the Advisor Experience and Distribution departments. You will become the point of reference for internal staff, Advisors and external partners, by keeping event schedules and providing feedback, documentation and information. You are also responsible for maintaining effective communication with all teams and departments to keep them informed.

You will support Advisor onboarding, website user management and the implementation of national initiatives such as Marketing Allowance, Advantage Program, Advisor segmentation process, monitoring Advisor service levels in WealthServ and preparing various reports. You’ll also be engaged in various departmental and national projects as needed. You will be responsible for responding to Advisor and wholesaler inquiries and connecting Advisors to internal services as required.

Key Responsibilities:

Support advisor onboarding processes such as preparing Welcome email, setting up PPI user access and notifying the appropriate teams.

Assist in troubleshooting PPI access related issues such as PPI Advisor Portal, Bluesun Advisors, and Secure Messaging, etc.

Provide support with inquiries and escalations from Advisors and Strategic Relationship Firms.

Manage and track Marketing Allowance budgets and expenses, and coordinate with the Sales Teams and wholesalers to plan and execute all Marketing Allowance events.

Utilize PPI analytics such as PowerBI to provide appropriate data and reports on advisor segmentation and other special projects to assist the Strategic Relationships Team in the development of sales and implementation plans.
Assist in the analysis of national and regional sales data.
Coordinate the local delivery and follow-up of national sales and marketing programs such as the Knowledge Program, including ongoing production coordination and dissemination of supporting collateral material.
Assist in planning and executing events and initiatives such as PD Days, Regional PPI Days, annual Advisor Conferences, off-site sales meetings; coordinate with the Strategic Relationships Team and wholesalers to plan and execute all marketing allowance events.

Maintain and update key contact list.

Ensure that new or revised sales programs, materials and services are produced and delivered in a professional manner consistent with national brand standards.
Provide general support during the onboarding process.

Assist in the preparation and organizing of promotional material or events, such as gifts for the Advantage Advisors, and year-end holiday events, etc.

Gather and submit required documentation for CE accreditations. Effectively manage and track Advisor CE certification process and inquiries.

Understand and follow proper procedures and compliance guidelines, such as online security and personal information

Additional responsibilities, duties and special projects as identified.
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.
Some travel may be required.

Job Knowledge / Work Experience:

Minimum 3 years relevant administrative experience
Excellent knowledge of MS Office required
Knowledge of life insurance sales strongly desired
Must possess strong organizational skills and attention to details
Effective problem solver with initiative to create innovative solutions and bring the right people to the table to deliver on business unit and advisor needs
Excellent written and verbal communication skills including in-person and social platforms
Ability to manage emotions and impulses and receive constructive feedback while remaining level-headed
Superior time management skills with demonstrated ability to effectively manage multiple tasks and responsibilities while providing a disciplined approach to supporting strategic account firms and their advisors

Positive attitude with service focused mindset

Ability to evaluate how results are tracking; identifying and planning when to pivot to accomplish objectives
Strong interpersonal skills with the ability to develop and maintain business relationships
Demonstrated ability to thrive in a transparent, team-based environment

Proven ability to handle confidential material with the highest level of discretion

Bilingualism in French and English strongly preferred

Education, Certifications or Licenses

College Diploma, University degree, or equivalent experience

This role is for an existing position. The expected salary range for this position starts at $50,000 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)

Vancouver / 505 Burrard StreetCalgary / 205 Quarry Park Boulevard SE

Company

PPI Management Inc.

Posting End Date

2026-12-04

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.

Technology and Artificial Intelligence in Recruitment

To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.

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More about this job

Responsibilities

The Business Development Coordinator supports advisor onboarding, manages marketing allowance budgets, and tracks advisor service levels. They also coordinate national sales programs, events, and provide data-driven reports to the Strategic Relationships Team.

Requirements

Candidates must have at least 3 years of relevant administrative experience and strong proficiency in MS Office. Knowledge of life insurance sales is strongly desired, along with excellent organizational and communication skills.

Skills

Administrative support
MS Office
Life insurance sales
Organizational skills
Problem solving
Communication skills
Time management
Data analysis
PowerBI
Event coordination
Relationship management
Compliance
Onboarding
Budget management

Benefits

Hybrid work environment
Professional development opportunities
Inclusive work culture

Visa sponsorship

Not detected in the job text

Keywords

Insurance Marketing Organization
Advisor Experience
Distribution
WealthServ
PowerBI
Marketing Allowance
Advisor Portal
Bluesun Advisors
Secure Messaging
CE Accreditation
ESG
Sales Data
Administrative Support
Relationship Management
Compliance
Onboarding
Event Planning
Life Insurance
Financial Services
Data Analysis

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