PPI company overview :
Shaping Dreams Into Legacies
PPI elevates independent financial advisors to the next level.
Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation.
A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.
Unparalleled resources. At your command.
Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance.
We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.
For more information about PPI visit :
Planning Services Consultant
We are looking for an experienced professional with in-depth tax and estate planning knowledge to join our PPI Planning 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.
What you will do :
Who you are :
Your peers recognize you as an excellent communicator, team player and an expert in your field. You enjoy working closely with colleagues and Advisors to have a direct impact on clients by providing tailored solutions to large, complex files.
You have strong analytical and critical thinking skills and demonstrate an entrepreneurial and creative mindset. You enjoy working independently as well as part of a team.
What we are looking for :