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About BDO
BDO is a leading professional services firm that provides exceptional service to our clients. Our professionals are dedicated to helping clients achieve their goals through expert advice and insight.
Your Opportunity
We are seeking a Financial Advisor to join our Personal Debt Solution team in Ottawa. As a key member of our team, you will be responsible for assisting debtors and creditors in navigating the bankruptcy and proposal process. This role requires regular travel to surrounding areas and an in-office presence.
Key Responsibilities
- Assist debtors and creditors in person and by telephone to resolve bankruptcy and proposal matters.
- Conduct initial consultations to assess debtor situations and recommend appropriate options.
- Review interview forms and prepare files/documents for client signing.
- Develop and implement community outreach and business development strategies.
Defining Success
- You embody BDO's core values of Integrity, Respect, and Collaboration in all aspects of your work.
- You possess a deep understanding of client industries, challenges, and opportunities, and are described by clients as positive, professional, and delivering high-quality work.
- You identify and recommend effective service delivery to clients, and are focused on driving business growth.
- You contribute to an inclusive and engaging work environment that develops, retains, and attracts talent.
- You actively participate in the adoption of digital tools and strategies to drive innovation in the workplace.
- You prioritize learning and professional development to grow your expertise.
Requirements
- Experience in a financial advisory role or a strong customer service-focused role is an asset.
- Excellent written and verbal communication skills in English are required. French is an asset.
- You must be able to prioritize tasks and manage a variable workload.
- You will liaise with staff and outside parties to achieve business objectives.
- Insolvency experience is an asset.
- You are willing to complete or have completed the BIA Administrator Insolvency Course.
- A valid driver's license and access to a car are required.