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Insolvency Advisor

Bromwich+Smith12 days ago
Calgary, AB
Mid Level
full_time

Top Benefits

On the job training with an opportunity for growth and professional development
Competitive salary with annual performance reviews
Incremental increases

About the role

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.

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
  • Liaising 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!

About Bromwich+Smith

Non-profit Organizations
51-200

OUR PURPOSE

The purpose of Bromwich & Smith Inc. is to relieve the overwhelming financial burden individuals are experiencing in accordance with Canadian legislation. Bromwich+Smith is an Eco-friendly organization that is committed to making a positive impact on the lives of those we assist, employ & do business with by:

• Treating everyone with grace and respect • Providing impartial & unbiased information and commentary • Fostering the diversity of individual perspectives • Providing a library of resources to support continuous personal growth & understanding

OUR CORE VALUES

  • We operate with the highest level of integrity, ethics & honesty in all aspects of what we do

  • We strive to earn the trust of our stakeholders with every interaction we have with them

  • We develop long term relationships based on knowledge & understanding through a caring & sensitive approach

  • We are adaptable & embrace change for the betterment of all stakeholders

  • We recognize & encourage individual responsibility as the means of empowerment

  • We are an organization of individuals with diverse skills, interests, cultural backgrounds & opinions that strengthen our collaborative team

Website: www.bromwichandsmith.com Toll Free: 1-855-884-9243