Business Planning Consultant
About The Position
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 & 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.
Requirements
- 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.
- 3 to 5 years of experience in business planning, financial advisory, or related areas within the financial services or insurance industry.
- 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.
Responsibilities
- 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
Benefits
- Incentive programs
- Additional compensation tied to individual and/or business performance, or other business metrics.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
