Manager, Advisor Support

Job Description

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 workplace 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:

The Manager, Advisor Compensation Support provides day-to-day leadership and guidance to the advisor compensation support team. Working in close partnership with the Senior Manager, Advisor Compensation, the Manager helps reinforce service and quality standards and serves as an escalation point for complex advisor inquiries.

The Manager collaborates closely with Business Development, Finance, Compliance, Operations, Data Analytics, Enterprise Project Management Office and external carriers to support efficient resolution of advisor commission issues and inquiries.

• Provide day-to-day leadership, coaching, and development to the advisor compensation support team to ensure service and quality standards are met.
• Coordinate workloads and optimize team workflows to meet service demands.
• Act as the first point of escalation for complex or sensitive compensation matters on behalf of the advisor compensation support team with our carrier partners.
• Some travel may be required.

• Review service standards and response times and recommend improvements to enhance efficiency and ensure consistent service delivery.
• Lead and review complex commission investigations, ensuring clear, consistent, and well supported reporting.

• Act as a senior resource for advisors and carrier partners on complex compensation inquiries.
• Build and maintain strong relationships with advisors and external carriers to support effective issue resolution.
• Identify recurring issues or trends and recommend service or process improvements.
• Act as subject matter expert for compensation and enterprise projects working in collaboration with the Enterprise Project Management Office.

• Support the advisor compensation support team in adopting compliance policies, internal controls and regulatory requirements related to compensation.
• Communicate compliance policies and regulatory requirements to advisors.
• Provide oversight of debit balance management and recovery strategies, partnering with Finance and Compliance on risk mitigation.
• Identify and support process improvement, automation, and workflow optimization initiatives.

• 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.
• Promote a collaborative, inclusive, and service-oriented team environment through positive leadership, knowledge sharing, and continuous improvement.

• Minimum 5 years’ insurance industry experience.
• In-depth knowledge of MGA advisor compensation models, and commission structures.
• Minimum three years’ experience in a team lead or senior role, providing day-to-day leadership, coaching, training, and work coordination.
• Proven ability…