Insolvency Advisor, Personal Debt Solutions

BDO; Regina; On-site; CAD 50,000 - 70,000; Full time

Job summary

BDO is seeking an Insolvency Advisor in Regina to join their Personal Debt Solution team. The role involves assisting clients with debt management, performing consultations, and promoting services through community outreach, requiring strong interpersonal, communication, and organizational skills.

Qualifications

• Experience in financial services insolvency or credit counseling is preferred.
• Ability to collaborate with team members and clients effectively.
• Previous insolvency experience is an asset but not required.

Responsibilities

• Perform initial consultations and assess debtors’ situations.
• Assist debtors and creditors regarding bankruptcies and proposals.
• Conduct community outreach and promote personal debt solutions.

Skills

Interpersonal Skills

Attention to Detail

Time Management

Organizational Skills

Effective Communication

Education

2 years in Customer Service or Financial Services

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and professional growth.

Our Regina, Saskatoon & Winnipeg offices are seeking an Insolvency Advisor to join the Personal Debt Solution team. This position entails maintaining an in-office presence by completing the following duties :

• Perform initial consultations to assess the debtor’s situation and recommend appropriate options, training will be provided
• Assist debtors and creditors, both in person and by telephone, as it relates to bankruptcies and proposals
• Review interview forms, and prepare files / documents for client signing
• Community outreach, business development, presentations, and use of social media to promote personal debt solutions offerings.

How do we define success for your role?

• You demonstrate BDO's core values through all aspects of your work : Integrity, Respect, and Collaboration
• You understand your client’s needs, challenges, and opportunities; clients describe you as positive, professional, and empathetic
• You identify, recommend, and are focused on effective service delivery to your clients
• You share in an inclusive and engaging work environment that develops, retains & attracts talent
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
• You grow your expertise through learning and professional development.

Your experience and education

• 2 years or more in Customer Service, financial services insolvency, banking, credit Counseling, or other relevant area
• Great interpersonal skills with the ability to collaborate with team members, debtors, and creditors
• Demonstrated ability to communicate effectively in various situations
• Strong attention to detail in a fast-paced environment
• Takes personal ownership and responsibility for the quality and timeliness of work
• Proficient in Microsoft Outlook, Word & Excel
• Excellent time management and organizational skills
• A team player who can also work independently
• Previous insolvency experience (asset but not required)
• Available to work one evening shift a week until 7 : 30pm