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 prospects
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 Bowmanville
🏢 The Co-operators Group
📍 Bowmanville