Advance strategic planning for CGIC advisors using research, critical thinking, and financial services expertise. This hybrid position requires two days in office.

The Business Planning Consultant supports business strategies across the Business Enablement department. You will research advisor books of business, identify improvement areas, and develop plans focused on operational efficiency and profitability. Collaboration with analytics, agency operations, and other teams supports informed recommendations and explicit planning priorities.

Key Responsibilities:
Research trends across advisors’ books of business
Recommend distribution network and footprint improvements
Communicate planning priorities and organizational alignment




Collaborate with analytics teams on data recommendations
Hold stakeholders accountable to footprint strategy

Requirements:
Three to five years in business planning or advisory
Financial services or insurance industry experience
Bachelor’s degree in a related field
Robust critical thinking and communication skills
Solid organizational and time management abilities

Bring strategic development, data interpretation, and influencing skills to support CGIC’s advisor network and long-term business objectives.

📌 Strategic Planning Consultant Financial Services Guelph
🏢 The Co-operators Group
📍 Guelph