Senior Manager, Agency Operations

Company: CGL
Department:
Business Enablement

Employment Type:

Regular Full-Time
Work Model:
Hybrid
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. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

The Senior Manager, Agency Operations provides national strategic leadership for agency planning, distribution strategy, contract management, succession planning, and advisor compensation design. This role is accountable for ensuring that complex work streams across planning, distribution, and compensation are aligned and executed to advance organizational objectives, community footprint, and Lighthouse.

Overseeing teams responsible for agency planning, distribution strategy, and compensation program design and strategy, the Senior Manager acts as a central cross‑functional leader who ensures alignment with Retail Sales, Sales Growth, Data & Analytics, Finance, Product, and other partners to drive integrated national strategies.

The role requires strong strategic judgment, business insight, and the ability to unify diverse perspectives to shape cohesive national plans and compensation frameworks. By leading teams, influencing senior partners, and ensuring consistent alignment across functions, the Senior Manager guides enterprise‑level decisions that support advisor success, drive desired behaviours, and enable long‑term growth.

• Collaborate with partners across Retail Sales, Sales Growth, Finance, Data & Analytics, and other business areas to align planning, distribution, and compensation strategies with broader business priorities.
• Ensure agency planning, compensation changes, and distribution strategies are integrated with RSS initiatives and organizational growth objectives.
• Bring best practice, industry insights and rigor into the agency planning process.
• Interpret national agency data to inform agency planning and provide actionable recommendations to Advisors to enhance growth initiatives.
• Oversee the annual business planning process across Agencies in partnership with the Manager, Retail Sales.
• Leverage targeted reports and dashboards to monitor national progress and status to business plans.
• Provide input into data modelling and reports aimed at understanding distribution and opportunity areas.
• Oversee the evaluation and alignment of brick‑and‑mortar presence with market opportunities and profitability.
• Ensure compensation structures align with the 10‑year compensation roadmap, organizational strategy, and financial considerations.
• Oversee the design, modelling, refinement, and implementation of Advisor compensation and incentive programs.
• Lead, mentor, and develop the teams within Agency Operations to ensure high performance.
• Set performance targets and conduct regular performance reviews.

• Detailed understanding of advisor business models. Particularly the Co‑operators advisor model is an asset.
• Knowledge of Co‑operators contracts and national‑level contract management is an asset.
• Proficiency in compensation design and incentive strategy.
• Thorough understanding of business transition processes and legal requirements.
• Ability to develop and administer agency business plans.
• Understanding of distribution strategy and optimizing growth through the evaluation and alignment of brick‑and‑mortar presence with market opportunities and profitability.

• You have 6 to 9 years of experience in the areas of business planning, strategic planning, distribution strategy, contract management or related areas within the financial services or insurance industry is required.
• You have a bachelor’s degree in Business Administration or equivalent.
• Exceptional communication (verbal and written).
• Strong…