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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 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, 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.
You are an experienced professional with in-depth tax and estate planning knowledge as part of the PPI Professional Services team. The team is comprised of accountants, lawyers and actuaries who consult with life insurance advisors, their clients, and their clients' tax and legal professionals. As an integral part of the PPI value proposition, you will provide insight into income tax, estate and business planning as it relates to life insurance opportunities with business owners, professionals and high net worth clients.
Vice-President, Professional Services • Toronto, ON, Canada
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