Insolvency Advisor
About The Position
Bromwich+Smith is a growing insolvency firm in Canada dedicated to helping Canadians find relief from debt. They are a professional organization focused on alleviating debt challenges, distinct from collection agencies or lenders. Their core values emphasize putting people first, commitment, teamwork, accountability, innovation, and integrity. The Insolvency Advisor role involves speaking with prospective clients to understand their financial situations, determining the best debt resolution strategies, and recommending appropriate solutions like consumer proposals, bankruptcies, or alternative non-insolvency options. This role requires collaboration with Licensed Insolvency Trustees and the Financial Solutions team to guide clients through their decisions and achieve positive outcomes.
Requirements
- Experience in sales, financial services, customer service, or insolvency environments
- Strong communication and active listening skills
- Empathy and professionalism when working with clients in financial distress
- Ability to explain complex financial concepts clearly
- Strong organization and time-management skills
- Comfortable working with CRM systems and performance targets
- Collaborative and accountable mindset
- Must clear a criminal background check
Nice To Haves
- Post-secondary education in business, finance, or a related field
- Experience conducting consultations, advising clients, or managing pipelines
Responsibilities
- Conduct in-person and virtual consultations to assess client financial situations
- Educate clients on all available debt relief options and recommend appropriate solutions
- Guide qualified leads through the decision-making process to convert them into formal insolvency appointments
- Track and manage client interactions using CRM tools to ensure timely follow-ups and strong service delivery
- Prioritize and schedule tasks across consultations, administration, and client support
- Maintain accurate and up-to-date client records to support compliance and internal processing
- Develop and manage a pipeline of opportunities
- Work with internal teams to ensure client experience and performance targets are met
- Contribute to business development and referral opportunities as they arise
Benefits
- On-the-job training
- Opportunities for growth and professional development
- Competitive base salary plus performance-based incentives
- Health, dental, vision, and paramedical benefits
- Generous Flexible Spending Account
- Company matching group savings program
- Wellness days
- Paid vacation time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
