Advisor Solutions Manager

ia

Toronto

Hybrid

CAD 61,000 - 75,000

Full time

6 days ago

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Job summary

PPI Management Inc. is hiring an Advisor Solutions Manager to provide sales support to a national network of advisors. This contract-based role focuses on triage, resource alignment, and proactive/reactive support to drive advisor growth across regions.

The position requires 4+ years in financial services sales or support, strong virtual collaboration skills, and fluency in English and French. It offers a hybrid work model with potential locations in North York and Montreal.

Qualifications

4+ years in financial services sales or sales support.
Strong time management and ability to prioritize tasks.
Excellent communication in virtual environments.
Ability to build relationships in a virtual setting.
Knowledge of compliance guidelines and regulatory landscape.
Advanced English and French language skills are required.

Responsibilities

Deliver proactive and reactive sales support to selected advisors.
Collaborate with regional teams and route complex cases to appropriate groups.
Act as a liaison to ensure timely advisor support and access to tools.
Support advisor growth conversations and provide quotes/illustrations.
Maintain industry/product knowledge and stay current on trends.
Coordinate resources to enable advisor sales growth.
Work with cross-country teams for a seamless support experience.

Skills

Sales support

Time management

Prioritization

Virtual communication

Relationship building

Regulatory/compliance awareness

Bilingual English/French

Education

College Diploma

University degree

Life license (current or pursuing)

LOMA/CHS/CLU/CFP/CFA/CSC/SWIM asset

Tools

Teams

Outlook

Excel

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.
A dhere 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.

Location(s)