Shape advisor growth through business planning, data analytics, and contract management in CGIC's hybrid Business Enablement department. Work two days in office while supporting sustainable operations.
As a Business Planning Consultant, you will evaluate advisors' books of business and develop recommendations supporting long-term growth. The role combines strategic planning, research, contract processes, and collaboration across organizational functions. You will also contribute to succession planning, footprint recommendations, and operational transitions.
Key Responsibilities:
- Assess advisors' books and identify growth opportunities
- Develop strategic plans for sustainability and profitability
- Prepare and review advisor contract documentation
- Coordinate amendments, renewals, and terminations
- Use analytics to inform strategic recommendations
Requirements:
- Three to five years' related financial services experience
- Bachelor's degree in a related discipline
- Advanced Microsoft 365 tools understanding
- Proficiency with system building and technology
- Strong business acumen and organizational skills
Apply business planning, critical thinking, and communication skills to help CGIC advisors optimize operations and pursue sustainable growth.
Business Planning Consultant Advisor Growth in Toronto employer: Co-operators
Co-operators is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals in the construction industry. With a strong focus on employee growth and development, you will have access to mentorship opportunities and resources to enhance your skills while working on impactful projects across Canada. The company's commitment to community engagement and sustainability further enriches the work experience, ensuring that your contributions make a meaningful difference.
