CGIC Business Planning Consultant Position
Co-operators Assurance et services financiers
Elevate your career with CGIC as a Business Planning Consultant, focusing on business strategies and advisor success in a hybrid workspace. Engage in growth-focused initiatives and strategic planning. CGIC, a leader in Canadian financial services, is seeking a full-time Business Planning Consultant. In this role, you will collaborate with advisors to evaluate their business processes and develop strategic plans that foster sustainable growth. Your responsibilities will include managing contracts and supporting transitions to ensure smooth operational continuity. Key Responsibilities:
- Identify growth opportunities within advisor business portfolios
- Develop and implement strategic planning initiatives
- Ensure accurate contract documentation and management
- Collaborate to support advisor transitions and continuity
- Conduct data analysis to inform strategic decisions
- 3-5 years of experience in financial advisory or planning
- Bachelor’s degree in a related field
- Proficient in Microsoft 365 applications
- Excellent problem-solving and communication skills
- Strong organizational capabilities and attention to detail
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