Job Title: ​​Level II, Financial Wellness Partner (FWP) – Proposals​

Location: Downtown Calgary or Remote

Reports To (Title): ​​Manager, Proposal Services​

Last Updated/Reviewed: ​​7/18/2025​

Job Summary

​​The Level II, Financial Wellness Partner (FWP) – Proposals is responsible for administering Consumer Proposal files and proactively resolving proposal-related matters. This role frequently interacts with debtors, external stakeholders, and internal team members. As a subject matter expert, the Level II FWP provides guidance to Level I FWPs and escalates complex issues to Level III FWPs. The role requires strong knowledge of insolvency procedures, attention to detail, and the ability to apply judgment within established guidelines.​

Key Accountabilities

Accountability 1: ​Proposal Administration​

​​Adhere to BIA and OSB Directives for Division II Consumer Proposals, ensuring compliance with filing and reporting deadlines.

​Document all proposal administration activities in accordance with B+S’s best practices.

​Use Proposal Administration dashboards to monitor estate files, client performance, and readiness for discharge or annulment.

​Follow up with debtors on NSFs, arrears, and missed payments.

​Verify information for compliance with the BIA and Privacy Act.

​Process debtor information using applicable insolvency software.​

Accountability 2: ​Subject Matter Expertise & Support​

​​Provide guidance and support to Level I FWPs on routine matters.

​Apply technical knowledge to resolve issues and recommend solutions.

​Escalate complex or ambiguous issues to Level III FWPs.

​Deliver timely and high-quality administrative services.​

This job may also be required to complete other duties as assigned.

Value to the Organization

Rank Contributes To Key Performance Indicators

​​Own It​ ​​Completion of 45-day reviews, revivals, annulments, and amendments in a timely manner.​

​​People Come First​ ​​Timely resolution of client queries and follow-ups through support and communication.​

​​Do The Right Thing​ ​​Adherence to BIA/OSB guidelines and documentation accuracy.​

​​Committed In Heart and Mind​ ​​Monitoring arrears, follow-ups on missed payments​.

​​Find A Better Way​

​​Usage of tools like Proposal Administration dashboards and Supportal for managing client cases and improving efficiency.​

​​Succeed Together​ ​​Efficient handling of escalated cases.​

Communication & Working Relationships

Internal Interactions

Key Departments Suggested Roles Examples of Interaction

Proposals

Level I, Level III, or Team Lead - ​Financial Wellness Partner - Proposals​

​​Supporting Level I FWPs on routine tasks

​Escalating complex client cases to Level III FWPs

​Consulting on process clarification

​Discussing opportunities for workflow improvements​

​​​Proof of Claims​​

Proof of Claim Specialist

​​Verifying claim and voting accuracy before finalizing a 45-day review or amendment.

​Coordinating updates to creditor information​

External Interactions

Key Groups Examples Examples of Interaction

​​Clients​ Consumer Proposal Clients s ​​Discussing arrears, NSFs, file status and payment arrangements with clients.​

​​Creditors​

​​Banks, Credit Unions​

​​Coordinating for Meeting of Creditors

​Discussing counter offers and amendment.