Credit Counselor

Adecco; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a compassionate Credit Counsellor to join their team in Toronto. In this full-time position, you will act as a financial advocate, helping clients navigate their financial challenges and achieve stability. Your role will involve developing personalized money management plans and utilizing CRM tools to guide clients through their financial journey. This is a fantastic opportunity to make a meaningful impact in people's lives while working in a supportive environment that values client relationships and personal growth. If you have a passion for personal finance and a dedication to helping others, this role is perfect for you.

Qualifications

• 3-5 years experience in customer service, preferably in financial services.
• Ability to build strong client relationships and work with a multicultural public.

Responsibilities

• Engage with clients to help them manage debts and improve credit.
• Develop money management plans and provide budgeting techniques.

Skills

Customer Service

Interpersonal Skills

Personal Finance Knowledge

Time Management

Adaptability

Education

Background in Accounting or Business

Tools

Microsoft Office

Hubspot

Job description

Our client is currently hiring a full-time talented Credit Counsellor to work in Toronto, ON. In this role you will serve as a financial advocate and educator, helping clients manage their debts, improve their credit, and achieve financial stability. This role requires a compassionate and client-focused approach, as well as a strong understanding of personal finance principles. If you're a dedicated and compassionate financial professional with a passion for empowering individuals to achieve financial stability, we are looking for you!

• Location: Toronto, ON
• Job type: Permanent | Full-time

Responsibilities:

• Engage with individuals and families as they attempt to work through money challenges. You will listen to them, help them connect to resources, and give them hope.
• Work with clients to develop a money management plan and/or budgeting techniques and help them transform the way they use credit.
• Assist clients in finding appropriate and life-changing solutions to their financial problems.
• Utilize customer relationship management and case management tools to assist clients in finding solutions to their debt and helping them follow through.
• Build trust with clients to successfully guide them through their decision-making process, allowing them to improve their quality of life and achieve financial wellness.
• Establish and maintain positive connections with creditors, business partners, and community agencies to advocate for clients and make referrals to other services where applicable.

Qualifications:

• 3-5 years experience providing high quality customer service.
• Experience with Microsoft Office (Word, Excel, Outlook).
• Past work experience in Credit Counselling, credit industry or financial services is an asset.
• Experience with Hubspot is an asset.
• Background in accounting or business is an asset.
• Ability to build strong client relationships through exceptional customer service and interpersonal skills.
• Ability to adapt to a changing environment and handle multiple priorities.
• Ability to work independently and cooperatively with fellow employees.
• Detail-oriented approach, impeccable time management and organizational skills, proven ability to self-manage responsibilities.
• Strong interest in learning about personal finance.
• Strong ability to work with a multicultural public in a personable and empathetic manner.
• Must be bondable.

Are you interested in this position? Apply now!

Seniority level

Associate

Employment type

Full-time

Job function

Administrative and Customer Service

Industries

Non-profit Organizations