Hybrid Business Planning Consultant at CGIC

Advance your career with CGIC as a Business Planning Consultant, focusing on strategic development and operational efficiency in a hybrid work environment. Collaborate with advisors to optimize their business for growth.

CGIC is a leading Canadian financial services co-operative seeking a full-time Business Planning Consultant. This role involves assessing advisors' books of business, providing insightful growth recommendations, and managing contract processes. You'll work closely with various functions in the organization to enhance advisor operations and ensure successful transitions.

Key Responsibilities:

• Evaluate advisors' business for growth opportunities

• Develop comprehensive strategic business plans

• Collaborate to ensure smooth business transitions

• Prepare and review advisor contracts and documentation

• Analyze data to support strategic planning

Requirements:

• 3-5 years of experience in business planning

• Bachelor's degree in related discipline

• Proficiency in Microsoft 365 tools

• Strong problem-solving and communication skills

• Ability to collaborate with cross-functional teams

Bring your expertise in business planning and a passion for advisor success to CGIC's impactful team.
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