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Financial Wellness Partner

3 months ago

Calgary, Alberta, Canada Bromwich+Smith Full time

What We Do:


As one of the fastest growing insolvency firms in Canada, Bromwich+Smith's goal is to help an ever-greater number of Canadians find relief from debt.

We love to work here because we love to help people. We are a professional organization with a purpose to alleviate the challenges of debt for Canadians.

Importantly, we are not a collection agency, nor do we lend money to people; we work directly with clients and their creditors to solve client challenges.

The Position


The Financial Wellness Partner administers consumer proposal files, analyzes, and resolves various proposal matters in a proactive manner utilizing established department procedures while understanding the impact of the job on affected accounts and affected functional areas.

Interaction with Debtors and other team members is required frequently to carry out the duties of this role.

Key Accountabilities

  • Adhere to BIA and OSB Directives relating to the administration of Proposals regarding compliance of filing/reporting deadlines.
  • Document all Proposal Administration information according to BSI's Best Practices and guidelines.
  • Utilize the Proposal Administration dashboards to review estate files, track client performance, completion and readiness for discharge or annulment.
  • Monitor clients' payment performance and follows up on any Non-Sufficient Funds (NSFs), arrears, late or missed payments.
  • Process Debtor's information by using applicable insolvency software.
  • Follow due diligence i.e. verify all information in compliance to the Bankruptcy and Insolvency Act (BIA) and Privacy Act
  • Deliver quality and timely general administration service on a daily and weekly basis.
  • Schedule required tasks in an operationally structured environment.
  • Work within a team setting (independently and collaboratively).
  • Exercise judgment to identify, diagnose and recommend solutions within the context of established rules and procedures.
  • Use specific guidelines to make decisions and seeks Estate Manager's input when dealing with ambiguity or complex issues (i.e. highrisk assets).
  • Process the Debtor's information by using applicable insolvency software.
  • Prepare the Debtor's file with quality per documented BSI Best Practice for monitoring/administration of the estate.
  • In the event of annulled Proposal, to contact the Debtor and discuss available options.
  • Provide and receives information from a variety of stakeholders i.e. Debtors, Creditors, Trustee, OSB.
  • Model and promote BSI's organizational culture, purpose, and values.
  • Champion and foster a climate of diversity and inclusion.
  • Use individual and team efforts to manage and improve internal and external relationships.

Education, Knowledge & Skills:

  • Post-Secondary Diploma or Degree in a related field
  • Completion or working towards Insolvency Administrators Qualification Course
  • Two or more years of relevant work experience in a financial service environment; either in Insolvency, Finance, Credit Counseling or Legal areas
  • Understanding or ability to learn quickly regarding legislation such as the BIA
  • Strong Customer Service skills
  • Working knowledge of an Insolvency software or industry specific software

Job Specific Competencies:

  • Critical thinking to assess situations that require higher level intervention.
  • Sound judgement, excellent analytical and problemsolving skills.
  • Demonstrated excellent written and verbal communication skills to handle and respond to different situations.
  • Superior Customer Service skills when dealing with internal and external stakeholders.
  • Ability to work collaboratively with team members and others.
  • Operate with high attention to detail to meet or exceed team goals.
  • Accountability
- takes personal ownership and responsibility for the quality and timeliness of work commitment.

  • Exceptional time management skills; strong ability to prioritize and manage competing deadlines.
  • Continuous learner.
Core Competencies

  • Decision making and Judgement
  • Critical Analyses
  • Organizing and Planning
  • Resilience
  • Emotional Intelligence and Maturity
  • Accountability
Why Should You Apply?

  • You will be part of a growing and dynamic Insolvency firm.
  • We offer on the job training with an opportunity for growth and professional development.
  • We offer a competitive salary with annual performance reviews, incremental increases and the opportunity to earn annual bonus for superior performance.
  • We offer amazing health, dental, vision and paramedical benefits plan along with a generous Flexible Spending Account, and a company matching group savings program.
  • We have great time off policies that include wellness days, paid vacation time, and a flexible hours/reduced hours program.
  • We are passionate about helping individuals rebuild their worth