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 employer: The Co-operators Group Limited
CGL offers a dynamic and supportive work environment where your legal expertise can truly make a difference. With a strong emphasis on collaboration and professional growth, employees benefit from flexible hybrid work arrangements and opportunities to engage with industry best practices. Join us to be part of a team that values compliance, innovation, and meaningful contributions to clients and communities.
Contact Details:
The Co-operators Group Limited Recruitment Team
