Advisor Debt Management Specialist

2 weeks ago

Calgary, Canada iA Groupe financier iA Financial Group Full time

Advisor Debt Management Specialist

The Advisor Debt Management Specialist is responsible for investigating, tracking, recording and collecting debt that arises from commission sales within PPI. The role plays a key role in ensuring that financial operations related to collections are handled accurately and promptly by communicating these balances both to our external insurance advisors as well as internally to decision makers within PPI.

Key Responsibilities:

  • Monitor the commission systems of our carrier partners on a monthly basis and record any debt that arises.
  • Maintain and curate debit balance dashboards for seven distinct regions within PPI.
  • Perform in-depth commission investigations as required and prepare clear and concise reporting related to debts and their root causes.
  • Build effective relationships with Advisors and internal partners, acting as a consistent point of contact on debt related issues, ensuring prompt follow-through to resolution.
  • Assist Sales team members with furthering their understanding of debts and recovery efforts.
  • Collaborate with the Accounting department to accurately allocate debt repayments from Advisors, ensuring that all transactions are correctly recorded and reconciled.
  • Liaise with external debt collection agencies to escalate collection of difficult accounts.
  • Additional responsibilities, duties and special projects as identified.
  • Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.

Education, Experience and Skills:

  • 2 - 3 years experience in the insurance industry in a collections role or similarly aligned Financial Accounting position.
  • Strong proficiency in Microsoft Office applications; Outlook, Sharepoint, Excel and Word in particular.
  • Experience in a highly service-oriented role.
  • Demonstrated financial acumen with strong mathematical and analytical skills and an understanding of Basic Accounting principles.
  • Excellent judgement with strong sense of responsibility and accountability.
  • Outstanding attention to detail with proven ability to be precise, accurate and meticulous.
  • Excellent organization and time management skills with proven ability to handle multiple priorities and competing deadlines.
  • Effective communication skills, both oral and written.
  • Advanced level of the English language required as incumbent is required to collaborate with English speaking clients and colleagues, in addition to liaising with third party collection agencies to support debt management efforts on a daily basis.
  • Proven ability to work effectively with others to establish and maintain collaborative and productive working relationships.
  • Ability to handle sensitive and confidential information in a professional manner.

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.

  • Advisor Debt Management Specialist

    2 weeks ago

    Calgary, Canada iA Groupe financier iA Financial Group Full time

    **PPI company overview**: **PPI (an independent subsidiary of iA Financial)**is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with...

  • Debt Resolution Specialist

    7 days ago

    Calgary, Alberta, Canada Bromwich & Smith Inc. Full time

    We are Canada's leading Licensed Insolvency Trustee firm, dedicated to helping individuals overcome overwhelming debt and rebuild their worth. Our goal is to provide a supportive environment where our team members can thrive and make a positive impact on people's lives.As an Insolvency Advisor with Bromwich+Smith Inc., you will play a vital role in...

  • Debt Relief Specialist

    6 months ago

    Calgary, Canada Bromwich+Smith Full time

    At Bromwich+Smith we are more than just Licensed Insolvency Trustees. We help people through some of the toughest, most emotionally challenging points in their lives. We give our clients the advice, attention, and confidence to rebuild their worth piece by piece and look forward to a brighter future and financial wellness. **Position**: Debt Relief...

  • Financial Debt Resolution Specialist

    3 weeks ago

    Calgary, Alberta, Canada Bromwich & Smith Inc. Full time

    About UsBromwich+Smith is a leading Licensed Insolvency Trustee firm in Canada, dedicated to helping individuals overcome debt and rebuild their financial stability. Our team of experts provides personalized support and guidance to those seeking relief from overwhelming debt.Job SummaryWe are seeking an experienced Financial Debt Resolution Specialist to...

  • Service Advisor

    1 month ago

    Calgary, Canada German Car Specialist Ltd. Full time

    As the primary contact for our customers this important role ensures a high level of customer satisfaction and retention. You will contribute to the operational effectiveness of our service business by warmly greeting customers, understanding how they use their automobile and their requirements, managing their expectations, advising on recommended repair...

  • Account Advisor

    3 weeks ago

    Calgary, Canada Bromwich & Smith Inc. Full time

    p>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. Importantly, we are not a collection agency, nor do we lend money to people; p>Type: Permanent, Full TimeReports To: Manager, Financial...

  • Senior Legal Advisor for Financial Services

    2 weeks ago

    Calgary, Alberta, Canada Urban Legal Recruitment Inc. Full time

    We are seeking a Senior Legal Advisor to join our dynamic team in Calgary. This is an exciting opportunity to work with a regional leader in Canadian business law, offering creative solutions to clients across Canada.As a Senior Legal Advisor, you will be part of a diverse and energetic team of bright people, gaining exposure to a variety of banking &...

  • Advisor, Corporate Finance

    3 months ago

    Calgary, Canada City of Calgary Full time

    If you are committed to public service, enjoy collaborating with others, share our values and have a desire to learn and grow, join The City of Calgary. City employees deliver the services, run the programs and operate the facilities which make a difference in our community. We support work-life balance, promote physical and psychological safety, and offer...

  • Analyst (Debt & Structured Finance)

    4 weeks ago

    Calgary, Canada CBRE Full time

    **Analyst (Debt & Structured Finance)** **Job ID** - 189464**Posted** - 18-Nov-2024**Service line** - Advisory Segment**Role type** - Full-time**Areas of Interest** Loan Servicing **Location(s)** Calgary - Alberta - Canada **About CBRE** Are you interested in working for a high-performing, global company, and the leader in commercial real estate...

  • Financial Operations Specialist for Cash Management

    3 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    About Neo FinancialWe're a rapidly expanding fintech company in Canada, building a more rewarding financial experience for all Canadians.Our mission is to transform financial services for the better. We're on a journey to make change happen at a rapid pace, providing endless opportunities to sharpen your skills, expand your knowledge, and find new solutions...

  • Advisor Treasury

    3 months ago

    Calgary, Canada Enbridge Full time

    **Posting End Date**: September 27, 2024 **Employee Type**: Regular-Full time **Union/Non**: This is a non-union position Are you someone who thrives in a fast-paced, innovative environment? If so, we are seeking an Advisor Treasury who will be focused on the capital raising activities across the Enbridge enterprise, including financial analysis and...

  • Strategic Sales Leader

    1 week ago

    Calgary, Alberta, Canada Centurion Asset Management Inc. Full time

    We are seeking a highly skilled and experienced Strategic Sales Leader to join our team at Centurion Asset Management Inc.The successful candidate will be responsible for developing and fostering positive relationships with Investment Advisors, Dealers, Head Offices, and key stakeholders to expand product distribution throughout the wholesale channel. This...

  • Senior Asset Management Sales Director for Retail Investment Advisors

    1 month ago

    Calgary, Alberta, Canada Norrep Capital Management Full time

    Norrep Capital Management is seeking a highly skilled Senior Asset Management Sales Director to lead the retail investment advisor channel in Alberta and Saskatchewan.As a key member of our sales team, you will be responsible for expanding sales growth and servicing NCM's complete product lineup, including mutual funds, alternative funds, and structured...

  • Analyst (Debt & Structured Finance)

    2 weeks ago

    Calgary, Canada CBRE Full time

    Analyst (Debt & Structured Finance) Job ID 189464 Posted 18-Nov-2024 Service line Advisory Segment Role type Full-time ...

  • Advisor, Corporate Finance

    2 months ago

    Calgary, Canada City of Calgary Full time

    If you are committed to public service, enjoy collaborating with others, share our values and have a desire to learn and grow, join The City of Calgary. City employees deliver the services, run the programs and operate the facilities which make a difference in our community. We support work-life balance, promote physical and psychological safety, and offer...

  • Director, Sales

    1 week ago

    Calgary, Canada Centurion Asset Management Inc. Full time

    p>Who We AreCenturion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust (“REIT”)...

  • Financial Operations Specialist

    3 weeks ago

    Calgary, Alberta, Canada Neo Financial Full time

    About Neo FinancialWe're building a more rewarding financial experience for all Canadians.What We OfferA competitive salary of $85,000 per year in Calgary.The RoleJob DescriptionWe're seeking a full-time Treasury Operations Specialist to join our Finance team in Calgary, AB. As our next Treasury Operations Specialist, you will play a key role in the...

  • Asset Management- External Client Advisor

    4 weeks ago

    Calgary, Canada J.P. Morgan Full time

    At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in...

  • Operations Specialist

    3 months ago

    Calgary, Canada Direct Energy Full time

    Welcome to the intersection of energy and home services. At NRG, we’re all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and more connected future. We deliver innovative solutions that make our customers’ lives easier—helping them power, protect, and intelligently manage their homes...

  • Resident Manager

    6 months ago

    Calgary, Canada Centurion Asset Management Full time

    **Who We Are** Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion’s success since 2003. Centurion Apartment Real Estate Investment Trust...