Shape advisor growth through business planning, data analytics, and contract management in CGIC’s hybrid Business Enablement department. Work two days in office while supporting sustainable operations.

As a Business Planning Consultant, you will evaluate advisors’ books of business and develop recommendations supporting long-term growth. The role combines strategic planning, research, contract processes, and collaboration across organizational functions. You will also contribute to succession planning, footprint recommendations, and operational transitions.

Key Responsibilities:

- Assess advisors’ books and identify growth opportunities
- Develop strategic plans for sustainability and profitability
- Prepare and review advisor contract documentation




- Coordinate amendments, renewals, and terminations
- Use analytics to inform strategic recommendations

Requirements:

- Three to five years’ related financial services experience
- Bachelor’s degree in a related discipline
- Advanced Microsoft 365 tools understanding
- Proficiency with system building and technology
- Robust business acumen and organizational skills

Apply business planning, critical thinking, and communication skills to help CGIC advisors optimize operations and pursue sustainable growth.

📌 Business Planning Consultant Advisor Growth (Moncton)
🏢 Co-operators
📍 Moncton