Insolvency Advisor, Personal Debt Solutions

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

Job summary

A financial services firm in Canada is seeking an Insolvency Advisor for their Personal Debt Solution team. Responsibilities include advising clients on debt situations and facilitating assistance between debtors and creditors. Ideal candidates will have at least 2 years of relevant experience and strong interpersonal skills. The role emphasizes community outreach and effective client service, contributing to a supportive team environment.

Qualifications

• Minimum 2 years of experience in customer service or relevant financial services.
• Strong communication skills for effective interaction.
• Proficient in Microsoft Office suite.

Responsibilities

• Perform consultations to assess debtor situations.
• Assist debtors and creditors regarding bankruptcies.
• Engage in community outreach and business development.

Skills

Customer service

Interpersonal skills

Attention to detail

Time management

Communication

Education

2+ years in customer service or financial services

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Putting people first, every day

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 high priority on your personal and professional growth.

Your Opportunity

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 7:30 pm.