Accounting & Finance

Bilingual Financial Services Advisor Manager

iA Financial Group

Toronto · Ontario · Canada

Use advanced English and French communication to guide independent insurance advisors through sales support at PPI Management Inc. Hybrid work is available up to three days weekly.

This Advisor Solutions Manager contract supports selected advisors across PPI’s national Sales Enablement team. You will respond to requests, spot sales opportunities, and connect advisors with internal or external resources. The position suits a financial services professional who builds virtual relationships and manages varied situations.

Key Responsibilities:

  • Deliver proactive and reactive support to selected advisors
  • Spot new cases and refer complex matters regionally
  • Build strong relationships across regions and teams
  • Collaborate with Advisor Solutions Managers nationwide
  • Document advisor interactions in activity trackers

Requirements:

  • Advanced proficiency in English and French
  • Four-plus years of financial services industry experience
  • Proven ability to spot sales opportunities
  • Professionalism managing various personalities and situations
  • College diploma, university degree, or equivalent experience

Apply your bilingual communication, relationship management, and sales-support expertise to advisor growth at PPI.

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Reference: WJ-291_12177596

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