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Added 6 mins ago
CA
Graduate Assistant - Student Solutions Hub
Career and Professional Development Center
St. Mary's, NL · St Marys, NL
- Internship
Support student officers and the faculty advisor with formation of the proposed registered student organization (RSO), meeting logistics, peer-learning clinics, and officer transitions.
Added 6 mins ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
Manage day-to-day client relationships and serve as a trusted advisor to healthcare leaders and stakeholders
Added 6 mins ago
RC
Management Consulting Director, Technology
RSM Canada
Toronto, ON
- Full-time
This Director will combine strong business development capabilities with deep expertise in Technology Strategy, ERP Strategy, IT Architecture, and complex transformation program leadership.…
Added 6 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
Client service and advisory. You will be the trusted advisor to small and owner-managed businesses. That means meeting with clients regularly about year-end results, cash flow, bookkeeping…
Added 6 mins ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 21 mins ago
A
Senior Vice President, Energy
AECOM
Markham, ON · Thornhill, Ontario
- $300,000 to $350,000 CAD / year
- Full-time
…market positioning, and strategic development of our Energy business across Canada. Reporting as part of the broader Americas Energy leadership team, this executive will help shape and…
Added 36 mins ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 36 mins ago
HO
Snr Talent Acquisition Business Partner
Humans of HR
Vancouver, BC
- Full-time
We are conducting a confidential search for an accomplished and driven Senior Talent Acquisition business partner in Vancouver. This role will be instrumental in identifying, engaging, and…
Added 1 hour ago
B
Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Added 1 hour ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
Analyze industry dynamics, investor, advisor and institutional client needs, consultant and platform trends, competitor actions, product vehicles, pricing developments and emerging business…
Added 1 hour ago
Financial Advisor - Saskatoon CBC & Main Branch
Scotiabank
Saskatoon, SK
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 2 hours ago
M
Customer Success Account Manager
Microsoft
Calgary, AB
- Full-time
Build trusted advisor relationships with customer stakeholders and Microsoft teams, helping align technology investments to strategic business priorities and outcomes.
Added 2 hours ago
M
Customer Success Account Manager
Microsoft
Toronto, ON
- Full-time
Build trusted advisor relationships with customer stakeholders and Microsoft teams, helping align technology investments to strategic business priorities and outcomes.
Added 2 hours ago
M
Cloud Solution Architect - AI Apps - Full-time LOA backfill
Microsoft
Calgary, AB · Vancouver, BC
- Full-time
Establish trusted advisor relationships with stakeholders by understanding customer needs and technologies, fostering deep engagement with both technical and business decision makers.
Added 3 hours ago
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Conseiller / Conseillère service client – Customer Support Advisor
TOPRING
Granby, QC
- Full-time
Added 3 hours ago
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Territory Account Manager
Insight
Montreal, QC
- Full-time
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AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
Our Retirement & Wealth business serves over 6M customers worldwide, is a key contributor to GWAM earnings and is well positioned in all of our key markets.
Added 3 hours ago
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Conseiller / Conseillère service client – Customer Support Advisor
Topring
Granby, QC
- Full-time
Added 3 hours ago
AC
Senior Accountant, Assurance and Accounting - Private Enterprise & Public Sector Audit
ACCA Careers
Vancouver, BC
- Full-time
…to exceeding clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information…
Added 3 hours ago
HI
Senior Salesforce Developer
HRbrain Inc.
Toronto, ON
- Full-time
…practices, as well as DevOps/SRE to help bring to life the CRM Advisor Platform of the…
Added 3 hours ago
AI
Lead Consultant
Atlantis IT Group
Canada
- Contract
Provide subject matter expertise, help lead the technical teams and be a trusted advisor to the business.
Added 3 hours ago
E
Enterprise Network Architect
evertz.io
Burlington, ON
- Internship
You'll be equal parts technical expert, trusted advisor, and communicator - translating complex networking and media-transport concepts into clear recommendations for both engineering teams…
Added 3 hours ago
EL
Concrete Restoration Specialist
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Toronto, ON
- Full-time
Maintains and strengthens existing client relationships, fostering new business opportunities from our existing work.
Added 3 hours ago
M
Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 4 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.

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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