What We Do:
As one of the fastest growing insolvency firms in Canada, Bromwich+Smith’s goal is to help an ever-greater number of Canadians find relief from debt. We love to work here because we love to help people. We are a professional organization with a purpose to alleviate the challenges of debt for Canadians. Importantly, we are not a collection agency, nor do we lend money to people; we work directly with clients and their creditors to solve client challenges.

What We Value:
At Bromwich+Smith, putting people first isn’t just an idea — it is embedded in our purpose and values and is central to our daily operations. This also means putting our employees first and supporting them. Our values include: People Come First, Committed in Heart and Mind, Succeed Together, Own It, Find a Better Way, and Do the Right Thing.

The Opportunity

Job Title: Insolvency Advisor

Location: Downtown Calgary

Reports To: Financial Solutions Manager

Employment Type: Full-Time/ Evenings - Weekends

What You’ll Do

Summary

The Insolvency Advisor is responsible for speaking with prospective clients to understand their financial situation and determine the best way Bromwich+Smith can help resolve their debt challenges. You will conduct consultations by phone, chat, or in person, assess client needs, and recommend appropriate federally regulated debt solutions such as consumer proposals or bankruptcies, or alternative non-insolvency options when appropriate. Working closely with Licensed Insolvency Trustees and the Financial Solutions team, you will guide clients through their decision-making process and work toward positive outcomes for both clients and creditors.

Key Accountabilities

Client Consultation & Financial Assessment

• 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

Client Engagement & Compliance

• 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

Business Growth & Collaboration

• 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

Ideal Candidate Qualifications

Education

• Post-secondary education in business, finance, or a related field preferred

Experience

• Experience in sales, financial services, customer service, or insolvency environments
• Experience conducting consultations, advising clients, or managing pipelines is an asset

Functional Competencies

• 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

Why Should You Apply?

You will be part of a growing and dynamic Insolvency firm.

We offer on-the-job training with opportunities for growth and professional development.

We offer a competitive base salary plus performance-based incentives.

We offer amazing health, dental, vision, and paramedical benefits, a generous Flexible Spending Account, and a company matching group savings program.

We have great time-off policies that include wellness days and paid vacation time.

To protect our people, brand, and assets, as part of our selection process, all candidates must clear a criminal background check.

B+S is an equal opportunity employer.

We are proud to foster a workplace free from discrimination. Diversity of experience, perspectives, and background create a better work environment and a better experience for our clients. Whatever your identity, we will give your application fair consideration.