Licensed Insolvency Counsellor

Bromwich+Smith•Calgary, AB

9d•CA$60,000 - CA$62,500•Remote

About The Position

The Licensed Insolvency Counsellor supports clients in their financial recovery by delivering mandatory counselling sessions in accordance with the Bankruptcy and Insolvency Act (BIA) and OSB Directive 1R8. Through structured phone and video sessions, you will guide clients on money management, credit rebuilding, and long-term financial stability. This role requires strict adherence to regulatory standards, strong documentation practices, and the ability to manage a high-volume caseload while delivering a consistent, empathetic client experience.

Requirements

Active Insolvency Counsellor designation in good standing under OSB requirements
Meets all requirements under OSB Directive 1R8, including ongoing continuing education
Proven experience delivering insolvency counselling sessions within a Licensed Insolvency Trustee environment
Experience managing high-volume client interactions in a structured, compliance-driven setting
Strong knowledge of BIA counselling requirements and financial rehabilitation principles
Excellent communication and active listening skills
Ability to deliver structured sessions with empathy and professionalism
High level of accuracy and attention to detail in documentation
Strong time management and ability to manage a full counselling schedule
Comfortable using CRM systems and e-filing platforms
Collaborative and accountable mindset
Must clear a criminal background check

Responsibilities

Deliver BIA-mandated counselling sessions (first and second sessions) in full compliance with OSB requirements
Build trust and rapport with clients through professional, empathetic communication
Provide structured guidance on budgeting, financial behaviours, and credit rebuilding
Assess client needs and provide referrals to external resources when appropriate
Maintain a consistent daily caseload of counselling sessions
Schedule and manage follow-up sessions within required timelines
Complete all required e-filing and documentation accurately and on time
Ensure full compliance with the BIA, OSB Directive 1R8, and CAIRP standards
Maintain accurate, complete, and audit-ready client records
Meet documentation accuracy and timeliness expectations (e.g., e-filing within 24–48 hours)
Complete required professional development hours to maintain counsellor licensing
Work closely with Financial Wellness Partners, Licensed Insolvency Trustees, and internal teams
Escalate complex cases or client concerns as required
Contribute to a consistent, compliant, and client-focused counselling experience across all regions served