Business Planning Consultant

Company: CGIC
Department: Business Enablement
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: This role operates in English.

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.

The Business Planning  Consultant is responsible for supporting advisors in evaluating their books of business, providing growth recommendations, and contract management activities. This role encompasses extensive research, strategic development, and collaboration with various functions across the organization to support advisors in optimizing their operations. The Business Planning Consultant also supports advisor contract processes by ensuring accurate documentation to maintain consistency between business plans and contractual obligations. Additionally, the Business Planning Consultant assists with succession planning and ensures smooth transitions for advisors when necessary. 

This role is responsible for supporting the development and implementation of distribution network/footprint recommendations and managing books of business to aid advisors in their growth efforts. The Consultant has the autonomy to provide guidance on business planning initiatives and make recommendations that align with business strategies.

• Assess advisors' books of business and identify long-term growth opportunities and identify areas for improvement.
• Develop comprehensive strategic business plans focused on long-term sustainability, operational efficiency, and profitability.
• Ensure alignment with organizational goals and clearly communicate planning priorities and initiatives.
• Ensuring a smooth transition of business operations.
• Collaborate with advisors to develop strategies for business continuity during transitions.
• Orchestrate advisor office location changes and assessments.
• Prepare and review advisor contract documentation.
• Coordinate contract amendments, renewals, or terminations.
• Holding stakeholders accountable to the long term footprint strategy
• Work closely with the Senior Manager, Agency Operations and other teams to ensure cohesive support for advisors.
• Foster a collaborative team culture focused on advisor success.
• Conduct post-meeting research to identify trends and opportunities in advisors' books of business.
• Understand and govern network assessment processes and check points
• Assess the network and recommend Footprint suggestions in alignment with company goals
• Utilize data analytics to inform strategic planning and decision-making.
• Collaborate with the analytics team to understand and interpret data-driven recommendations

• You have 3 to 5 years of experience in business planning, financial advisory, or related areas within the financial services or insurance industry.
• You have a bachelor’s degree in a related discipline.
• Advanced understanding of Microsoft 365 Tools (PowerBI, Power Automate, Microsoft Lists, etc).
• Proficient with system building and technology.
• Strong business acumen.
• Ability to innovate.
• Strong organizational and time management skills.
• Attention to detail and organization.

• You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
• You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
• You have strong communication skills to clearly convey messages and explore diverse points of view.
• You build trusting relationships and provide guidance to support the development of colleagues.

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Salary information​

Expected salary/hourly range $72,847 - $121,411 (min-max, full range).

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Salary placement​

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.​

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Incentive/Variable pay ​

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.