Deep understanding of family and business insurance products
Familiarity with PPI tools and resources
Knowledge of the High Net Worth market
Strong verbal, written, and presentation skills
Bilingualism (English/French) is an asset
Responsibilities
Increase sales among primary aligned advisors
Complete Business Plan/KYA to strengthen advisor relationships
Develop understanding of advisors' objectives for partnership
Maintain Recruitment and Activity Trackers for advisor interactions
Adhere to compliance and regulatory standards
Provide education and training for key advisors
Foster relationships with internal and external stakeholders
Participate in industry events to promote the PPI brand
Attract selected advisors to join PPI as their MGA
Engage in actions that align with PPI's ESG commitments
Benefits
Opportunity to work in a dynamic and collaborative environment
Access to resources and tools for professional development
Engagement in industry events for networking and brand promotion
Support for advisors' professional success
Commitment to Environmental, Social, and Governance (ESG) initiatives
Full Job Description
Job Description
Director, Business Development - Eastern ON
In this role, you will be responsible for growing the business across Eastern Ontario and Gatineau, with the objective of increasing production and promoting sales to support the achievement of the Mass Market regional business development plan.
You will be responsible for relationship management for key advisors and sales case and practice management for advisors aligned to you. You will connect internally to the resources, tools and education to enhance the advisors' professional success and work in collaboration with your counterparts in the High Net Worth (HNW), Wealth and Strategic Relationships sales teams.
Responsibilities:
Increase sales amongst primary aligned advisors.
Complete Business Plan/KYA to understand advisor's business and develop/strengthen relationships, including:
Succession, Business Planning, Marketing, Prospecting, Practice Management, Compliance.
Develop an understanding of advisors' knowledge base and objectives to foster reliance and partnership for case work.
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.
Provide education and training for key advisors.
Foster relationships and support inside/outside PPI (DAS, Investments, Wholesalers, etc.).
Actively participate in industry events to promote the PPI brand and value proposition.
Attract selected advisors to join PPI as their MGA.
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:
8+ Years of industry experience
Previous insurance sales experience is an asset
Deep understanding of family and business insurance landscape, product and concept knowledge
Clear understanding of PPI tools and resources
Understanding of HNW market
Clear and effective communicator - including verbal, written and presentation skills
Organized with proven ability to focus on primary tasks
Adaptable with the flexibility to react quickly to Advisors' needs
Bilingualism (English/French) is an asset
Education, Certifications or Licenses:
Life licensed
CFP & CLU designations (or working towards)
This role is for an existing position. The expected salary range for this position starts at $120,000 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)
Company PPI Management Inc.
Posting End Date 2026-11-20
About IA Financial Group
IA Financial Group is a Canadian insurance and financial services company. The company offers a wide range of products and services including life and health insurance, mutual funds, securities, auto and home insurance, mortgages, and loans. IA Financial Group has been in business for over 125 years and has over 5,500 employees. The company is committed to sustainability and has been recognized for its efforts in this area. IA Financial Group is also committed to giving back to the community and has a strong corporate social responsibility program.
