Financial Services Planning Consultant CGIC
Co-operators Assurance et services financiers • toronto, on • Posted July 09, 2026
Position Overview
Drive advisor success at CGIC as a Financial Services Planning Consultant. This hybrid role focuses on strategic business planning, operational efficiency, and transitioning advisor operations.
As part of the CGIC Business Enablement Department, you will support advisors by conducting business evaluations and recommending growth strategies. This role emphasizes collaboration with various teams and managing advisor contracts effectively. Your ability to analyze data and implement strategies will directly impact advisor performance and client satisfaction.
Key Responsibilities:
• Evaluate advisors' books of business and suggest improvements
• Develop strategic plans focusing on profitability
• Manage contract documentation and ensure compliance
• Facilitate advisor transition processes smoothly
• Utilize analytics to recommend business strategies
Requirements:
• 3 to 5 years in business planning or advisory roles<...
As part of the CGIC Business Enablement Department, you will support advisors by conducting business evaluations and recommending growth strategies. This role emphasizes collaboration with various teams and managing advisor contracts effectively. Your ability to analyze data and implement strategies will directly impact advisor performance and client satisfaction.
Key Responsibilities:
• Evaluate advisors' books of business and suggest improvements
• Develop strategic plans focusing on profitability
• Manage contract documentation and ensure compliance
• Facilitate advisor transition processes smoothly
• Utilize analytics to recommend business strategies
Requirements:
• 3 to 5 years in business planning or advisory roles<...