Process Documentation Consultant

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

Process Documentation Consultant

The Process Documentation Consultant plays a critical role in supporting operational excellence by ensuring clear, accurate, and timely communication of process changes to advisors and employees. This position is responsible for designing and documenting new processes and updating existing processes within the Operations team, maintaining consistency and compliance with company standards. The role requires strong attention to detail, exceptional communication skills, and the ability to collaborate across multiple teams.

Key Responsibilities:

• Design, redesign, and document end to end operational processes (current state and future state), including intake, workflows, handoffs, controls, and exception handling.

• Translate complex operational processes into clear, accurate, and standardized documentation that enables consistent execution across teams.

• Ensure all documentation adheres to established documentation standards for clarity, accuracy, and usability, ensuring process changes are effectively communicated.

• Identify opportunities to modernize processes and supporting documentation, including improvements to learning and development systems, tools, and materials, ensuring alignment to business objectives and priorities.

• Leverage technology when redesigning and documenting work, including identifying automation opportunities and partnering with SMEs, business analysts and technology teams to support implementation.

• Collaborate with cross functional stakeholders to validate process details, incorporate feedback, and ensure alignment with operational realities

• Develop clear, concise, and audience appropriate communications to support process understanding, and adoption for advisors, employees, and other stakeholders.

• Manage and coordinate communications related to process updates and operational changes, including PPI and carrier related material.

• Maintain process governance by ensuring documentation is version‑controlled, consistently updated, and aligned with enterprise standards and audit expectations.

• Ensure all documentation and communications comply with regulatory requirements and internal policies.

Education, Experience and Skills:

• Post-secondary education in Business, Communications, or a related field.

• Minimum 3 - 5 years in process documentation, communications, or operation support roles.

• Excellent written and verbal communication skills.

• Proficiency with process mapping and documentation tools (e.g., MS Office, SharePoint, Visio).

• Detail-oriented with strong organizational skills.

• Self-motivated with effective analytical and problem-solving skills with teh ability to identify root causes and propose process improvements.

• Excellent organizational and time management skills with proven ability to organize self to manage multiple priorities and meet deadlines.

• 5 - 10 years’ experience in the life insurance industry with exposure to operational workflows, advisor support processes, or regulatory requirements

This role is for a new position. The expected salary range for this position starts at $70,000, and will be commensurate with the candidate’s experience and skill set.

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.

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.