Insolvency Advisor

4 days ago


Calgary, Canada Bromwich+Smith Full time

OverviewAs 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.What We Value:At Bromwich+Smith, putting people first isn’t just an idea — it is embedded in our purpose and values and is central to our daily operations. This also means putting our employees first and supporting them. Our values include: People Come First, Committed in Heart and Mind, Succeed Together, Own It, Find a Better Way, and Do the Right Thing.The OpportunityJob Title: Insolvency AdvisorLocation: Downtown CalgaryReports To: Financial Solutions ManagerEmployment Type: Full-TimeWhat You’ll DoSummaryThe Insolvency Advisor is responsible for speaking with prospective clients to understand their financial situation and determine the best way Bromwich+Smith can help resolve their debt challenges. You will conduct consultations by phone, chat, or in person, assess client needs, and recommend appropriate federally regulated debt solutions such as consumer proposals or bankruptcies, or alternative non-insolvency options when appropriate. Working closely with Licensed Insolvency Trustees and the Financial Solutions team, you will guide clients through their decision-making process and work toward positive outcomes for both clients and creditors.Key AccountabilitiesClient Consultation & Financial Assessment• Conduct in-person and virtual consultations to assess client financial situations• Educate clients on all available debt relief options and recommend appropriate solutions• Guide qualified leads through the decision-making process to convert them into formal insolvency appointmentsClient Engagement & Compliance• Track and manage client interactions using CRM tools to ensure timely follow-ups and strong service delivery• Prioritize and schedule tasks across consultations, administration, and client support• Maintain accurate and up-to-date client records to support compliance and internal processingBusiness Growth & Collaboration• Develop and manage a pipeline of opportunities• Work with internal teams to ensure client experience and performance targets are met• Contribute to business development and referral opportunities as they ariseIdeal Candidate QualificationsEducationPost-secondary education in business, finance, or a related field preferredExperienceExperience in sales, financial services, customer service, or insolvency environmentsExperience conducting consultations, advising clients, or managing pipelines is an assetStrong communication and active listening skillsEmpathy and professionalism when working with clients in financial distressAbility to explain complex financial concepts clearlyStrong organization and time-management skillsComfortable working with CRM systems and performance targetsCollaborative and accountable mindsetWhy Should You Apply?You will be part of a growing and dynamic Insolvency firm.We offer on-the-job training with opportunities for growth and professional development.We offer a competitive base salary plus performance-based incentives.We offer amazing health, dental, vision, and paramedical benefits, a generous Flexible Spending Account, and a company matching group savings program.We have great time-off policies that include wellness days and paid vacation time.To protect our people, brand, and assets, as part of our selection process, all candidates must clear a criminal background check.B+S is an equal opportunity employer.We are proud to foster a workplace free from discrimination. Diversity of experience, perspectives, and background create a better work environment and a better experience for our clients. Whatever your identity, we will give your application fair consideration. #J-18808-Ljbffr


  • Insolvency Advisor

    2 weeks ago


    Calgary, 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...


  • Calgary, Canada Bromwich+Smith Full time

    An insolvency firm in Calgary is seeking an Insolvency Advisor to conduct consultations with clients regarding their debt challenges. You will guide clients through their options, utilizing your expertise in customer service and finance. The ideal candidate will have strong communication skills and experience in financial environments. This position offers...


  • Calgary, Canada Bromwich & Smith Inc. Full time

    A leading insolvency firm is seeking an Insolvency Counsellor in Calgary to support clients through the insolvency process. The ideal candidate should have a diploma and 2-3 years of related experience. Responsibilities include assessing client needs and ensuring compliance with regulations. The position offers a competitive salary, monthly incentives,...


  • Calgary, Canada Bromwich & Smith Inc. Full time

    A leading insolvency firm is seeking an Insolvency Counsellor in Calgary to support clients through the insolvency process. The ideal candidate should have a diploma and 2-3 years of related experience. Responsibilities include assessing client needs and ensuring compliance with regulations. The position offers a competitive salary, monthly incentives,...