Regional Vice-President, Business Development - AB

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.

Regional Vice-President, Business Development - AB

In this role you will be responsible for leading the regional Mass Market business development team to meet or exceed the regional business plan. You will be responsible for relationship management and business development strategies for the top 10-15 advisors and relationship management for carrier wholesaler teams. You will work in collaboration with the High Net Worth (HNW), Wealth and Strategic Relationships sales teams and provide coaching and development to regional sales team members.

Responsibilities:

• Achieve the regional business plan:

  • Assist in developing of Regional strategic sales plans and tactics based on company goals promoting sales growth and advisor satisfaction.

  • Participate in the budgeting process for establishing revenue targets for region in collaboration with Vice-President, Mass Market.

• Provide leadership, coaching, guidance and feedback to develop the skills and performance of the sales team; identify and address sales team training needs implement and monitor development plans.

• Establish performance standards/plans for each sales team member annually and regularly evaluate performance of sales team members.

• Act as primary relationship manager for the top 10 - 15 highly productive advisor relationships in your region.

• Maintain and regularly update Recruitment Tracker and Activity Tracker to record advisor activities/interactions.

• Adhere to compliance and regulatory standards through documentation, training and demonstration of behaviour and actions aligned to standards. 

• Collaborate with wholesaling teams to ensure region is receiving support from our carriers.

• Participate in high value advisor events to build and maintain relationships in region.

• Oversee the implementation of effective advisor training and development programs within the region.

• Engage in advisor advocacy activities – dispute resolution, exceptions, escalations etc.

• Oversee and support their region and area advisor recruitment plans.

• Manage advisor debt in collaboration with the VP, Mass market for your region.

• Supervise advisors aligned to the RVP role (where required re: compliance) – complete tier 1 supervision activities as required.

• Participate in community/industry engagements

  • Actively participate in community events to promote the PPI advisor experience.

  • Represent PPI at local industry events such as; ADVOCIS, FPSC etc.

• Lead and engage the office and employees 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:

• Minimum of ten (10) years of financial services experience, with a focus on insurance and segregated funds.

• Minimum of five (5) years of leadership experience in the insurance industry, preferably within the independent MGA or National Accounts channels.

• Advanced product knowledge and experience with individual insurance and segregated funds.

• Strong understanding of the financial services regulatory environment.

• Experience attracting, recruiting and selecting independent advisors and staff.

• Experience working with multiple carrier wholesaling teams and their leadership.

Competencies Required:

• Strategic planning & execution

• Sales leadership development including coaching and mentoring of sales teams

• Build and foster relationships (with highly productive advisors and all stakeholders)

• Industry and brand ambassador

• Business Acumen – MGA model

• Results driven with a sense of urgency

• Proactive and resourceful

• Strong Networking skills

• Effective communication, presentation skills

• Advisor Solution “triage” (problem solving and the ability to bring the right people/partners to the table to deliver on advisor needs)

• Ability to adapt to a continuously change in the environment and industry

Education, Certifications or Licenses:

• College Diploma, University degree, or equivalent experience

• CFP, CIM, CHS, CLU designation(s) is an asset

• LLQP licensed in relevant province(s)

We thank all applicants for applying, however, only those selected for an interview will be contacted.  Your resume may be used for other vacancies

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.