Business Planning Consultant

Company: CGL
Department: Business Enablement
Employment Type: Regular Full-Time
Work Model: Hybrid
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.

The Business Planning Consultant is responsible for supporting advisors in evaluating their books of business, providing growth recommendations, and contract management activities. This role encompasses extensive research, strategic development, and collaboration with various functions across the organization to support advisors in optimizing their operations. The Business Planning Consultant also supports advisor contract processes by ensuring accurate documentation to maintain consistency between business plans and contractual obligations. Additionally, the Business Planning Consultant assists with succession planning and ensures smooth transitions for advisors when necessary. 

How you will create impact: 

• Assess advisors' books of business and identify long-term growth opportunities and identify areas for improvement.


• Develop comprehensive strategic business plans focused on long-term sustainability, operational efficiency, and profitability.


• Assist with succession planning for advisors, ensuring a smooth transition of business operations.


• Collaborate with advisors to develop strategies for business continuity during transitions.


• Prepare and review advisor contract documentation.


• Coordinate contract amendments, renewals, or terminations.


• Maintain records of advisor contracts and related correspondence to ensure alignment between advisor business plans and contractual obligations.


• Work closely with the Senior Manager, Agency Operations and other teams to ensure cohesive support for advisors.


• Support advisors on best practices for business planning and book of business management.


• Conduct post-meeting research to identify trends and opportunities in advisors' books of business.


• Utilize data analytics to inform strategic planning and decision-making.

How you will succeed:

• Strong verbal and written communication skills.


• Ability to innovate and improve succession planning processes


• Proficiency in utilizing data and analytics for business planning decision-making


• Experience in advising business owners on acquiring or transitioning books of business


• Ability to evaluate client bases, identify growth opportunities, and develop strategies to enhance profitability and service quality


• Understanding of advisor contract processes, including amendments and renewals


• Thorough understanding of business transition processes and legal requirements


• Proven ability to develop and implement effective succession plans

To join our team:  

• You have 3 to 5 years of experience in business planning, financial advisory, or related areas within the financial services or insurance industry.


• You have a bachelor’s degree in a related discipline.


• Strong verbal and written communication skills


• Effective collaboration with cross-functional teams.


• High emotional intelligence to understand and address advisor needs.


• Strong problem-solving skills.


• Ability to influence and negotiate with stakeholders

What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.


• Flexible work options and paid time off to support your personal and family needs.


• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.


• Paid volunteer days to give back to your community.


• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Salary information​

Expected salary/hourly range $72,847 - $121,411 (min-max, full range)

Salary placement​

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.​

Incentive/Variable pay ​

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.​

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