Financial Advisory Business Planning Consultant

Elevate your career as a Business Planning Consultant with a top-tier Canadian financial cooperative. Help advisors navigate their business planning and contract management processes efficiently.

In this critical role, you'll utilize your expertise to assess advisors' portfolios and provide actionable growth recommendations. With a focus on collaboration and data analytics, you’ll support advisors in optimizing operations and ensuring seamless transitions. Your ability to communicate effectively and work with various teams will be essential in this position.

Key Responsibilities:

• Identify growth opportunities in advisors' books

• Develop comprehensive business strategies

• Assist with succession planning and transitions

• Collaborate on strategic alignment with business goals

• Orchestrate contract amendments and renewals

Requirements:

• 3 to 5 years' experience in financial services

• Bachelor’s degree in a related field

• Advanced skills in Microsoft 365 Tools

• Strong interpersonal and relationship-building skills

• High emotional intelligence to address advisor needs

Make a meaningful impact supporting advisor success in this rewarding Business Planning Consultant role.
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