Business Planning Consultant

Close Date:
July 3, 2026
Company: CGIC
Department:
Business Enablement

Employment Type:

Regular Full-Time
Work Model:
Hybrid (2 days in office)
Language:
This role operates in English.
Additional Information:
This/these role(s) is/are currently vacant.

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. We prioritize our people to provide a strong culture and development opportunities that enable our team to thrive and live our purpose. You will work with people who care passionately about clients and 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 Consultant also supports advisor contract processes by ensuring accurate documentation to maintain consistency between business plans and contractual obligations, and assists with succession planning to ensure smooth transitions for advisors when necessary.

• Assess advisors' books of business and identify long-term growth opportunities and 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.
• Ensure 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.
• Hold 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 checkpoints.
• 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.

• Proficiency in utilizing data and analytics for business planning decision‑making.
• Experience advising business owners on acquiring or transitioning books of business.
• Ability to evaluate client bases, identify growth opportunities, and develop strategies to enhance profitability and service quality.
• Thorough understanding of business transition processes and legal requirements.
• Proven ability to develop and implement effective succession plans.
• Experience collaborating with cross‑functional teams.
• Strong verbal and written communication skills.
• Effective collaboration with cross‑functional teams.
• High emotional intelligence to understand and address advisor needs.
• Strong problem‑solving skills.
• Ability to influence and negotiate with stakeholders.
• Proven ability to build and maintain strong relationships.
• Flexibility to respond to changing conditions.

• 3 to 5 years of experience in business planning, financial advisory, or related areas within the financial services or insurance industry.
• 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.

• Subject to a Background check as a condition of employment, if you are the successful candidate.
• Occasional travel required.

Expected salary/hourly range: $72,847 – $121,411 (minimum to maximum, full range).

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.

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.