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Added 22 mins ago
T
Conseiller / Conseillère service client – Customer Support Advisor
TOPRING
Granby, QC
- Full-time
Added 22 mins ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
Reporting to the Head of GWAM Strategy & Transformation, the AVP, Retirement & Wealth Strategy is a key member of the finance & strategy team and an important catalyst and contributor to…
Added 22 mins ago
T
Conseiller / Conseillère service client – Customer Support Advisor
Topring
Granby, QC
- Full-time
Added 37 mins ago
AC
Senior Accountant, Assurance and Accounting - Private Enterprise & Public Sector Audit
ACCA Careers
Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour 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 1 hour ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…resources instead of on symptoms and problems. They are a key member of their treatment team and an active participant in their own care. We help them get the care, support, and treatment…
Added 1 hour ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Toronto, ON
- Full-time
…without audit conflict and truly act as a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and…
Added 1 hour ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 1 hour ago
PC
Director, Building Science and Resiliency
Pinchin Canada
Richmond, BC
- $150,000 to $200,000 CAD / year
- Full-time
National BSR structure and collaboration: Operate as a key member of Pinchin’s national Building Science & Resiliency leadership structure. Partner with the Senior Vice President, regional…
Added 1 hour ago
TF
Manager Safety-1st Shift-RVI-Hanceville
Tyson Foods
Hanceville, BC
- Full-time
…environmental excellence throughout the facility. As a key member of the Plant Leadership Team, this position partners with site management to develop, implement, and continuously improve…
Added 1 hour ago
A&
Director, Global Transaction Tax
Alvarez & Marsal
Calgary, AB
- Full-time
…without audit conflict and truly act as a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and…
Added 1 hour ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Tofino, BC
We’re searching for a Trainee, Insurance Advisor. Are you searching for new possibilities?
Added 2 hours ago
D
Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 2 hours ago
C
Associate Financial Advisor
CIBC
Walkerton, ON
- Full-time
As a member of the Imperial Services team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor,…
Added 2 hours ago
BF
Business Partner People & Culture
BC Financial Services Authority
Vancouver, BC
- $73,182 to $107,310 CAD / year
- Full-time
When you join us, you become part of a high-performing team. Here, each Team Member can bring their unique talent to make outstanding contributions as we work towards the common goal of…
Added 2 hours ago
PC
Director, Building Science and Resiliency
Pinchin Canada
Wainfleet, ON
- $150,000 to $200,000 CAD / year
- Full-time
National BSR structure and collaboration: Operate as a key member of Pinchin’s national Building Science & Resiliency leadership structure. Partner with the Senior Vice President, regional…
Added 2 hours ago
S
Senior Financial Advisor - 3rd Street, Medicine Hat, AB
Scotiabank
Medicine Hat, AB
- Full-time
Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional…
Added 2 hours ago
UO
Programming Research Specialist, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Positive attitude and demonstrated ability to be a collaborative team member.
Added 2 hours ago
SI
HACCP Advisor
Saputo Inc.
Calgary, AB
- Full-time
The HACCP Advisor is a key food safety leadership position responsible for supporting the QC Manager in the management, maintenance, and continuous improvement of the Plant's Food Safety…
Added 2 hours ago
CU
Career Consultant
Carleton University
Ottawa, ON
- Other
…support and resources. The Career Consultant is an integral member of the central Career Services office and as such is expected to present a positive, knowledgeable, professional…
Added 2 hours ago
C
Associate Financial Advisor
CIBC
Strathroy, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 2 hours ago
B
Senior Manager, Strategic Learning
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 3 hours ago
TW
Business Advisor
Thrive Wealth Management
Regina, SK
- Full-time
…prioritize performance excellence, and our employees champion each member’s success, ultimately contributing to a thriving…
Added 3 hours ago
M
Administrative Assistant
MNP
Saskatoon, SK
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 3 hours ago
Total Rewards Analyst
UFA Co-operative Ltd.
Calgary, AB
We are growing and are currently seeking a knowledgeable and customer-focused Total Rewards Advisor to support the administration, communication, and continuous improvement of UFA's total…

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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