Business Planning Consultant - Financial Services

Become a Business Planning Consultant with a leading Canadian financial cooperative. Support advisors in optimizing their business operations and growth strategies while fostering a collaborative environment.

This role requires 3 to 5 years of experience in business planning or financial advisory within the financial services sector. You'll assist advisors in evaluating their business books, develop strategic plans, and ensure smooth transitions during changes. Engaging with cross-functional teams and applying data analytics are vital for success in this position.

Key Responsibilities:

• Assess books of business for growth opportunities

• Develop strategic business plans for sustainability

• Collaborate on business continuity strategies

• Prepare and review advisor contract documentation

• Utilize data analytics for informed decision-making

Requirements:

• 3 to 5 years in business planning or financial advisory

• Bachelor's degree in a related discipline

• Proficient in Microsoft 365 Tools

• Strong problem-solving and negotiating skills

• Attention to detail and organizational capabilities

Drive advisor success and create impactful business strategies as a Business Planning Consultant in the financial services sector.
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