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Added 6 mins ago
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Financial Advisor Intern
RBC
Prince Albert, SK
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 6 mins ago
T
Senior Customer Success Manager
Trulioo
Remote, Canada
- $100,000 to $130,000 CAD / year
- Full-time
- Remote
Analyze product performance metrics and technical optimization opportunities, and partner with Sales, Marketing, Support, Product, and executive team members to be the voice of the customer…
Added 6 mins ago
LI
Director, Product Marketing
Loopio Inc.
Remote, Canada
- $136,000 to $175,000 CAD / year
- Full-time
- Remote
…positioning across the portfolio, partnering closely with Product, Sales, and Marketing leadership to translate product strategy into market-winning plans. This role backfills a critical…
Added 21 mins ago
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Commercial Insurance Advisor I
BrokerLink
Calgary, AB
- Full-time
We’re looking for a Commercial Insurance Advisor to join our IBU (Independent Business Unit) Service team.
Added 21 mins ago
RC
Service Advisor at Hepson Equipment
Reesink Canada
Brandon, MB
- Full-time
The Service Advisor acts as the central communication link between customers, technicians, and the Service Manager, ensuring exceptional customer service, accurate work order processing,…
Added 22 mins ago
OS
Marketing Manager, Growth & Client Engagement
Opensity Solutions
Burlington, ON
- Full-time
…clients and internal stakeholders, this role works closely with sales and business leaders to create marketing initiatives that drive brand awareness, engagement, lead generation, and…
Added 22 mins ago
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Head, Strategy and Business Development
CENGN - (Centre of Excellence in Next Generation Networks)
Ottawa, ON
- Full-time
As a key advisor to the President & CEO, this role will lead the design and delivery of CENGN’s strategic roadmap, ensuring alignment with emerging technologies and national priorities…
Added 36 mins ago
OA
Reception Associate - BMW/MINI Langley
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Langley (District), BC · Langley, British Columbia
- Full-time
Direct customers to the correct department or personnel, notify the appropriate Product/Service Advisor that a customer is waiting, or introduce the customers to advisor.
Added 36 mins ago
M
Sales Enablement Coordinator
Manulife
Vancouver, BC · Toronto, ON · Waterloo, ON
- Full-time
The Sales Enablement Coordinator is an integral member of the Mass Market Sales team, providing administrative and sales support to leadership and internal and external sales colleagues.…
Added 51 mins ago
SAP SD Consultant Sr.
Syntax
Thornhill, ON
…the design, implementation, optimization, and support of SAP Sales and Distribution solutions. In this role, you will partner closely with business and technical stakeholders to translate…
Added 51 mins ago
Financial Advisor - LaSalle, ON
Scotiabank
Lasalle, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 51 mins ago
Financial Advisor - The Meadowlands, Ancaster,
Scotiabank
Hamilton, ON · Ancaster, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 51 mins ago
Senior Financial Advisor -Guildford Town Centre - Surrey, BC
Scotiabank
Surrey, BC
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 51 mins ago
Business Advisor - Coquitlam Centre Branch - Coquitlam, BC
Scotiabank
Port Coquitlam, BC · Coquitlam, BC
Added 51 mins ago
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Client Advisor
RBC
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
BC
Business Advisor (Whistler/Pemberton)
Beem Credit Union
Whistler, BC
- Full-time
The Business Advisor serves as a trusted partner to business members, providing tailored solutions to help them grow and succeed. This role focuses on acquiring, maintaining, and growing…
Added 1 hour ago
IR
Senior Manager, Consulting
Info-Tech Research Group
Canada
- Full-time
…development and delivery excellence. You will act as a trusted advisor to our clients while managing high-impact, multi-disciplinary consulting teams. Ideal candidates will have been…
Added 1 hour ago
SC
Financial Advisor/ Senior Financial Advisor - Oakridge Branch
Servus Credit Union
AB · Calgary, AB
- Full-time
We are hiring for a full-time Financial Advisor/ Senior Financial Advisor in our Oakridge Branch in Calgary!
Added 1 hour ago
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Operations Advisors
Rennaï
Mont-Royal, QC
- Part-time
Reporting to the Operations Manager, the Operations Advisor will be trained and will provide exceptional service to our valued clientele, helping them discover and embrace their individual…
Added 1 hour ago
F
Enterprise Account Executive – Wealth (Canada)
Feathery
Remote, Canada
- Full-time
- Remote
…management platforms that require a consultative, high-touch sales…
Added 1 hour ago
O
Sr. Customer Success Manager
Okta
Toronto, ON
- Full-time
…business objectives and priorities. As a strategic and trusted advisor, you will shift customer mindsets, create demand for our solutions, and drive higher business value and executive…
Added 1 hour ago
O
Sr. Customer Success Manager
Okta
Oakville, ON
- Full-time
…business objectives and priorities. As a strategic and trusted advisor, you will shift customer mindsets, create demand for our solutions, and drive higher business value and executive…
Added 1 hour ago
O
Sr. Customer Success Manager
Okta
Mississauga, ON
- Full-time
…business objectives and priorities. As a strategic and trusted advisor, you will shift customer mindsets, create demand for our solutions, and drive higher business value and executive…
Added 1 hour ago
Senior Sales Advisor, Commercial Insurance
Navacord
Calgary, AB · Edmonton, AB
Our Senior Advisor is an established leader in the insurance industry and the sector they serve, understanding their clients needs and their client’s business. The Senior Advisor will…
Added 1 hour ago
SD
Beauty Advisor, Contractor Part Time Flexible Shifts
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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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