Co-operators

Business Planning Consultant

Co-operators • $72K — $121K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3-5 years of experience in business planning or financial advisory within financial services/insurance industry.
  • Bachelor's degree in a related discipline.
  • Advanced proficiency in Microsoft 365 Tools (e.g., PowerBI, Power Automate).
  • Strong understanding of business transition processes and legal requirements.
  • Excellent organizational and time management skills.

Responsibilities

  • Assess advisors' books of business for long-term growth opportunities.
  • Develop strategic business plans focusing on sustainability and efficiency.
  • Ensure alignment with organizational goals and communicate priorities effectively.
  • Facilitate smooth transitions for advisors' business operations.
  • Collaborate with advisors on strategies for business continuity.
  • Manage advisor contracts, including amendments and renewals.
  • Utilize data analytics to inform strategic planning and decision-making.

Benefits

  • Hybrid work model with 2 days in the office.
  • Opportunity to participate in incentive programs.
  • Foster a collaborative team culture focused on advisor success.
Full Job Description
Close Date: July 3, 2026

Company: CGIC
Department: Business Enablement
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: This role operates in English.
Additional Information: This/these role(s) is/are currently vacant

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 & Networking 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.

This role is responsible for supporting the development and implementation of distribution network/footprint recommendations and managing books of business to aid advisors in their growth efforts. The Consultant has the autonomy to provide guidance on business planning initiatives and make recommendations that align with business strategies.

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.
  • Ensure alignment with organizational goals and clearly communicate planning priorities and initiatives.
  • Ensuring a smooth transition of business operations.
  • Collaborate with advisors to develop strategies for business continuity during transitions.
  • Orchestrate advisor office location changes and assessments.
  • Prepare and review advisor contract documentation.
  • Coordinate contract amendments, renewals, or terminations.
  • Holding stakeholders accountable to the long term footprint strategy
  • Work closely with the Senior Manager, Agency Operations and other teams to ensure cohesive support for advisors.
  • Foster a collaborative team culture focused on advisor success.
  • Conduct post-meeting research to identify trends and opportunities in advisors' books of business.
  • Understand and govern network assessment processes and check points
  • Assess the network and recommend Footprint suggestions in alignment with company goals
  • Utilize data analytics to inform strategic planning and decision-making.
  • Collaborate with the analytics team to understand and interpret data-driven recommendations


How you will succeed:

  • 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.
  • Thorough understanding of business transition processes and legal requirements.
  • Proven ability to develop and implement effective succession plans.
  • Experience in collaborating with cross-functional teams.
  • 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.
  • Proven ability to build and maintain strong relationships.
  • Flexibility to respond to changing conditions.


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.
  • Advanced understanding of Microsoft 365 Tools (PowerBI, Power Automate, Microsoft Lists, etc).
  • Proficient with system building and technology.
  • Strong business acumen.
  • Ability to innovate.
  • Strong organizational and time management skills.
  • Attention to detail and organization.


What you need to know:

  • You will travel occasionally.


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.

About Co-operators

Co-operators provides auto insurance, home insurance, life insurance, commercial insurance, farm insurance, and group insurance, as well as investment products and property development. They provide travel-related insurance products, hospital and medical coverage, accidental death and dismemberment, vehicle replacement, and hospital and medical coverage insurance.

Co-operators Careers

There has never been a better time to join the dynamic team at Co-operators, a leading company renowned for its commitment to community and sustainability.

Work You’ll Do

Join Co-operators' top-tier team to assist some of the most respected and well-known businesses in navigating their paths to growth and innovation. At Co-operators, the fusion of technology, industry expertise, and leadership in sustainability shapes a unique marketplace position. Engage with a diverse team of business and sustainability advisors to help clients through their transformative journeys. Collaborate with a robust group of professionals dedicated to pioneering change and promoting diversity and inclusion within the industry.

Introducing the Co-operators Business Group Advisory

The team is crafting a market-leading Advisory group to guide well-known companies through their growth and innovation phases, leveraging Co-operators' strong foundation in ethical business practices.

Do Innovative Work

Become part of a team where innovation meets practical application, creating solutions that not only drive business success but also contribute positively to society.

Do Innovative Work

Deliver targeted solutions that leverage deep consulting experience and a commitment to sustainable, innovative practices that are unmatched in the industry.

Be Part of a Great Team

Engage in projects that utilize cutting-edge technology and embrace the comprehensive capabilities of a team committed to excellence and ethical leadership.

Future-proof Your Career

With Co-operators, the potential for professional growth is vast, offering numerous opportunities to advance one's career through continuous training, development, and certification support.

Explore

Discover how Co-operators is leading the way in employee benefits programs, offering extensive diversity training and leadership development to prepare for the future of work.

The Co-operators Leadership and Innovation Alliance

This alliance is dedicated to fostering a culture of leadership and innovation, helping clients and employees alike to navigate the challenges of the modern business landscape. The combined expertise of the team ensures that both innovation and ethical practices drive industry leadership.

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Learn more about Co-operators
Size
5,001 employees
Industry
Finance & Insurance
* Ladders Estimates

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