Business Planning Consultant

Position: Business Planning Consultant - Hybrid Role
Enhance financial services with CGIC as a Business Planning Consultant in a hybrid model. Support advisors with growth strategies, optimize operations, and help develop sustainable plans.

CGIC is seeking a full-time Business Planning Consultant to assist advisors in evaluating business books and managing contracts. This role includes a strong emphasis on strategic development, comprehensive planning, and cross-functional collaboration designed to foster advisor success. Utilizing data analytics, you will promote operational efficiency and enhance profitability in alignment with organizational goals.

Key Responsibilities:

• Assess books of business for growth opportunities

• Develop strategic business plans for profitability

• Ensure smooth business transitions for advisors

• Collaborate on strategies for business continuity

• Manage advisor contract documentation and changes

Requirements:

• 3 to 5 years in business planning or financial advisory

• Bachelor's degree in a related discipline

• Proficient in Microsoft 365 Tools

• Strong analytical and problem-solving abilities

• Excellent verbal and written communication skills

Drive impactful changes in the financial services sector while supporting advisors with effective business planning strategies.
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