Senior Consultant, Talent Development and Learning

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.

Senior Consultant, Talent Development and Learning

Reporting to the Vice-President, Talent Development and Learning, the Senior Consultant, Talent Development and Learning is a strategic and execution-focused role responsible for designing, sourcing, and delivering high-impact learning solutions aligned to PPI’s business objectives. This role serves both advisor-facing and employee-facing audiences, with a direct focus on driving measurable outcomes including advisor attraction, engagement, and revenue growth. The Consultant acts as an internal consultant across departments, translating business needs into structured development initiatives and ensuring consistent, scalable delivery across the organization.

Responsibilities

• Partner with business leaders and departments across PPI to understand their unique learning needs, translating them into structured development solutions and sharing best practices consistently across the organization

• Design, develop, and deliver advisor-facing and employee-facing learning programs that directly support revenue growth, onboarding effectiveness, and engagement and retention

• Act as an internal consultant, bringing departmental training initiatives to life while harnessing that knowledge to create scalable, organizational-wide learning experiences

• Lead and execute multiple projects independently from concept to completion, managing scope, timelines, and stakeholder expectations with minimal supervision and consistent delivery against deadlines

• Implement a formal talent planning process including key talent identification, and targeted development to promote growth and advancement

• Conduct learning needs assessments to identify priority skill gaps across the organization based on current and future business requirements

• Develop curriculum with a focus on Attracting, Growing, and Retaining top talent in the industry

• Design and source leadership development solutions that promote a coaching culture and equip leaders with the skills and tools to lead high-performing teams

• Support the rollout and ongoing operation of performance management programs, with a focus on effective goal setting and meaningful performance feedback

• Create and maintain a comprehensive onboarding program across all areas of PPI to accelerate new employee and advisor integration

• Design and produce digital learning content using e-learning and content creation platforms for internal and advisor-facing purposes

• Build and maintain strong cross-functional relationships across PPI to facilitate collaboration, buy-in, and program adoption

• Support diversity, equity, and inclusion initiatives aligned with iA strategy

• Demonstrate behaviors that reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees

Education, Experience and Skills

• Minimum 8–10 years of experience in adult learning, talent development, or a related field

• Experience in or strong exposure to financial services, insurance, or MGA environments preferred

• Background in sales, sales enablement, or advisor-facing roles considered a strong asset

• Proven ability to independently manage multiple projects from initiation through to completion, consistently meeting deadlines and managing competing priorities

• Strong consultative mindset with the ability to identify business needs and translate them into effective learning solutions

• Demonstrated ability to build cross-functional relationships and drive outcomes through influence rather than authority

• Experience with technology platforms and digital content creation tools (e.g., Articulate Storyline, Canva, video production, LMS)

• Working knowledge of Microsoft Teams to support hybrid and remote program delivery

• Excellent written and oral communication skills with the ability to engage and influence stakeholders at all levels of the organization

• Superior business analysis and problem-solving skills with the ability to make evidence-based recommendations

• Strong organizational and time management skills; able to prioritize and navigate multiple priorities

• Results-driven with a bias toward strategic action and demonstrated ability to thrive in environments of change

• Industry designations an asset

• Bilingual in French and English (oral and written) considered an asset

This role is for a new position. The expected salary range for this position starts at $90,000 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.

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.