Take on the role of Financial Solutions Advisor at Bromwich+Smith in Calgary, where your expertise will make a difference for clients in financial distress. Engage in meaningful consultations and facilitate debt relief solutions.
As a full-time Insolvency Advisor, you will communicate directly with potential clients to assess and advise on their financial needs. This role emphasizes client education about various debt management options, including bankruptcies and consumer proposals. Your work will involve collaboration with Licensed Insolvency Trustees to ensure clients make informed choices.
Key Responsibilities:
• Assess client financial situations through consultations
• Educate clients on viable debt relief options
• Guide clients in converting leads to insolvency appointments
• Manage client data for effective service delivery
• Contribute to the growth of referral opportunities
Requirements:
• Preferred post-secondary education in finance or business