Insolvency Advisor

Position: Insolvency Advisor

Location: Calgary, Alberta

Type: Permanent, Full Time

Reports To: Manager, Financial Solutions

Bromwich+Smith is Canada’s leading and most trusted Licensed Insolvency Trustee firm. We help individuals overcome their overwhelming debt and start rebuilding their worth. Bromwich+Smith offers federally regulated debt restructuring options to individuals, including consumer proposal and bankruptcy.

The Opportunity

The Financial Solutions group provides advice and counsel to individuals who are experiencing stress and distress due to overwhelming debt. As an Insolvency Advisor you will perform initial consultations by telephone, understanding clients’ particular needs and matching those to one of the federally-regulated debt restructuring options, such as a consumer proposal or bankruptcy. Working closely with a team of Insolvency professionals, you will work towards the best outcomes for both the clients and creditors.

What you will do:

• Complete comprehensive interviews to properly assess the client’s personal situation
• Educate the clients on their options and recommend a debt restructuring option
• Gather personal details, creditor information, including completing forms, drafting documents and inputting data in appropriate systems.
• Work closely with restructuring consultants and/or Licensed Insolvency Trustee’s to prepare files and documents in order to complete client signing

Additional responsibilities include:

• Develop and manage pipeline of opportunities 
• Liasing with other teams to ensure goals are met, and client experience outcomes are achieved.
• Contribute to business development opportunities as presented
• Support new employee training and development
• Attending training, team meetings and firm events as required

To be successful, you must bring the following:

• A willingness to learn and enthusiasm to achieve your goals
• A problem-solving mindset, with the ability to take initiative and help clients resolve their debt problems
• Excellent listening, selling and closing skills in the context of our highly professional and ethical standards.
• Demonstrated track record in achieving sales goals
• Ability to thrive in a team-based environment. Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build trust, rapport and connections with clients.
• Extremely well organized, detailed oriented and commitment to high quality work.
• Ability to work under pressure and tight timelines
• Working knowledge of personal financial concepts, such as budgeting, credit, lending products, investments, banking products.

Education & Experience:

• Typically between 2-3 years of relevant experience and post-secondary degree in related field of study desirable or equivalent combination of experience and education.
• Preference for work experience in either banking, insolvency, credit counseling, finance or legal.
• Direct sales and customer service experience.
• Willingness to complete or have completed the BIA Administrator Insolvency Course 

Why Should You Apply?
 

• You will be part of a growing and dynamic Insolvency firm.
• We offer on the job training with an opportunity for growth and professional development.
• We offer a competitive salary with annual performance reviews, incremental increases and the opportunity to earn annual bonus for superior performance.
• We offer amazing health, dental, vision and paramedical benefits plan along with a generous Flexible Spending Account, and a company matching group savings program.
• We have great time off policies that include wellness days, paid vacation time, and flexible work arrangements.
• We are passionate about helping individuals rebuild their worth!