Insolvency Counsellor Fin Jobs in Calgary, AB
Create alert for “Insolvency Counsellor Fin”
Calgary, AB
Insolvency Counsellor Fin
Insolvency Counsellor Fin
CIRP, Licensed Insolvency Trustee (LIT), Vice-President
CIRP, Licensed Insolvency Trustee (LIT), Vice-President
Counsellor
Counsellor
Manager, Corporate Insolvency & Restructuring
Manager, Corporate Insolvency & Restructuring
Family Counsellor
Family Counsellor
Counsellor I
Counsellor I
Employment Counsellor
Employment Counsellor
Youth Care Counsellor - Horizon Group Care - Day Position
Youth Care Counsellor - Horizon Group Care - Day Position
Youth Care Counsellor - Horizon Group Care - Night Position
Youth Care Counsellor - Horizon Group Care - Night Position
Youth Employment Counsellor
Youth Employment Counsellor
Family Support Counsellor I - Family Support Network
Family Support Counsellor I - Family Support Network
Youth & Family Counsellor I / II - Cottage 3
Youth & Family Counsellor I / II - Cottage 3
Family Support Counsellor I - Acute @ Home
Family Support Counsellor I - Acute @ Home
MHWV26121 - Mental Health Counsellor
MHWV26121 - Mental Health Counsellor
Youth & Family Counsellor I / II - Foster Care Network
Youth & Family Counsellor I / II - Foster Care Network
Community Disability Counsellor (FT) - St Augustin
Community Disability Counsellor (FT) - St Augustin
Youth & Family Counsellor I / II
Youth & Family Counsellor I / II
RY Day Camp Counsellor (Contract)
RY Day Camp Counsellor (Contract)
CFY Day Camp Counsellor (Contract)
CFY Day Camp Counsellor (Contract)
TY Day Camp Counsellor (Contract)
TY Day Camp Counsellor (Contract)
About the role
Job Title: Licensed Insolvency Counsellor
Location: Remote
Reports To (Title): Manager, Treasury Services
Job Summary
The Insolvency Counsellor supports clients in their financial recovery by assessing their needs and providing tools and knowledge through mandated counselling sessions. This role is responsible for delivering insolvency counselling in accordance with the Bankruptcy and Insolvency Act (BIA), helping clients understand financial management, credit rebuilding, and long-term financial wellness. The role requires strong interpersonal skills, empathy, and the ability to manage a high volume of client sessions while maintaining compliance and documentation standards
Key Accountabilities
Accountability 1: Insolvency Counselling
Build trust and rapport with clients through phone and video counselling sessions.
Deliver BIA-mandated financial counselling to support client rehabilitation.
Conduct first counselling session focused on money management, spending habits, and financial warning signs.
Conduct second counselling session focused on financial goal setting, credit use, and rebuilding credit.
Evaluate client needs and provide referrals to external resources when necessary.
Maintain a daily caseload of at least 8 counselling sessions.
Schedule and manage second counselling sessions.
E-file all required documentation in a timely and accurate manner.
Accountability 2: Compliance & Documentation
Ensure adherence to internal policies, procedures, and best practices.
Align counselling practices with OSB and CAIRP ethical and professional standards.
Maintain accurate records and documentation in accordance with BIA requirements.
Professional Development requirement (OSB Directive 1R8 par. 28), 3.5 h every two years
Accountability 3: Collaboration & Client Support
Provide counselling services across all provinces serviced by B+S.
Collaborate with Financial Wellness Partners and other team members to support client outcomes.
Promote BSI’s culture, values, and commitment to diversity and inclusion.
This job may also be required to complete other duties as assigned.
Value to the Organization
Rank Contributes To Key Performance Indicators
People Come First Client satisfaction, average response time to client inquiries within a set period of time
Committed In Heart and Mind Participation in team discussions on process improvement or client experience enhancements
Do The Right Thing 98% accuracy in file documentation
Succeed Together 90% attendance at team meetings
Own It 80% of e-filing completed within 24 hours, 95% within 48 hours
Find A Better Way Completion of professional development requirement
Communication & Working Relationships
Internal Interactions
Key Departments Suggested Roles Examples of Interaction
Admin
Financial Wellness Partner
Counsellors refer clients to their FWP to determine file status and settle outstanding issues; direct communication may be required
LIT LIT Refer to LIT in the event of session complexity or to escalate client concerns
Counselling
Counselling Coordinator
Maintain contact with the co-ordinator to ensure daily, weekly and monthly session schedule is current, and to communicate availability for last minute or one-off session scheduling
IT IT and CRM owners Collaboration on the systems used by counsellors to ensure alignment between the tech and the needs of the team
External Interactions
Key Groups Examples Examples of Interaction
Clients
Clients in bankruptcy or proposal administrations
Provide one-on-one counselling sessions as required by OSB Directive 1R8, and offer guidance on budgeting and credit rebuilding, ensuring a supportive and professional client experience
Education & Experience
Education
Minimum required level of education and technical professional qualifications, licenses, or certifications/designations:
Secondary school (high school or equivalent) plus either 30 credit hours or post-secondary coursework in a degree/diploma program, or 3 years of relevant work experience supporting and LIT or registered BIA counsellor
Completion of CAIRP’s Practical Course on Insolvency Counselling (PCIC)
Minimum of 50counselling sessions delivered, under supervision
Preferred level of education and specialty/discipline: Post-Secondary Diploma in a related field.
Experience
Minimum number of years required: 2–3 years
Preferred type/area of experience or other specifics:
Experience as an Insolvency Counsellor.
Experience with insolvency software and procedures.
Proficiency in Microsoft Office Suite and ability to learn new systems.
Strong presentation, communication, and interpersonal skills.
Ability to manage a structured workload and meet daily counselling targets.
Strong attention to detail and documentation accuracy.
Please note, minimums maybe calculated in combinations of education and experience.
Internal Career Development
Potential Career Journeys Examples of Job Titles
Option 1 - Admin Financial Wellness Partner (Proposals) Financial Wellness Partner (Bankruptcy)
Option 2 - Sales Insolvency Advisor Sr. Insolvency Advisor
Option 3 – RC/LIT RC LIT
Employees can review other relevant job descriptions for information on skills to grow and helpful qualifications to have when exploring other internal career journeys with B+S.
Competencies
Core Competencies
Core Competency Level
Accountability 2: Continual
Adaptability 2: Continual
Communication 2: Continual
Service Orientation 3: Preventive
Teamwork 3: Preventive
Functional Competencies
Functional Competency Level
Planning and Organizing 3: Preventive
Results Orientation 2: Continual
Independence 3: Preventive
Emotional Intelligence 3: Preventive
Not the right fit? Search for Insolvency Counsellor Fin jobs in Calgary, AB
About Bromwich+Smith
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