Strategic Business Planning Consultant - Remote

Join a leading Canadian financial services cooperative as a Business Planning Consultant. This role focuses on guiding advisors through strategic business planning to enhance growth and efficiency.
As a Business Planning Consultant, you'll evaluate advisor book performance and develop long-term sustainability strategies. This position requires strong analytical capabilities and the ability to manage advisor contracts effectively. Your collaboration with various functions within the organization will play a key role in ensuring advisor success during operational changes.
Key Responsibilities:
• Assess and improve advisors' books of business
• Develop strategic plans for profitability and efficiency
• Manage business transition processes
• Coordinate contract documentation and amendments
• Analyze data for strategic decision-making
Requirements:
• 3 to 5 years in business planning or related field
• Bachelor’s degree in a relevant discipline
• Mastery of ...