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Credit Advisor

2 weeks ago

Ottawa ON KE X, Canada CAPITAL FINANCIAL SERVICES Full time

Credit Advisor (Part-Time, In-Person)

Location:

In-person – [Ottawa, ON]

Job Type:

Part-time (with opportunity to grow into full-time)

Job Description

Capital Financial is a Canadian financial support platform focused on credit building, financial relief, and long-term financial planning. We are currently looking for a Credit Advisor to join our team in person on a part-time basis.

This role is client-facing and support-focused. You will work directly with members who have joined our app, helping them understand their credit profile, answering questions, and guiding them through their selected program.

Key Responsibilities

As a Credit Advisor, you will be responsible for:

  • Responding to client emails and in-app messages in a professional and timely manner
  • Conducting scheduled video calls with clients to review their credit situation
  • Explaining credit reports, balances, utilization, and general credit concepts clearly
  • Guiding clients through Capital Financial's credit building and financial relief programs
  • Updating client notes, status, and progress inside our internal work system
  • Following structured advisor workflows and internal guidelines
  • Escalating complex or sensitive cases to management when required
  • Maintaining confidentiality and professionalism at all times

This role does not involve selling, collecting payments, or making guarantees.

Requirements

  • Previous experience in credit advising, financial services, or a related role
  • Strong understanding of Canadian credit basics (credit scores, utilization, reporting)
  • Comfortable communicating with clients via email and video calls
  • Organized, detail-oriented, and able to manage multiple clients
  • Basic computer skills and ability to learn internal software tools
  • Professional communication and customer-focused mindset

Schedule & Compensation

  • Part-time, in-person role
  • Flexible scheduling during business hours (Monday–Friday)
  • Paid at Ontario minimum wage
  • Opportunity to transition into a full-time position as client volume grows

Why Work With Us

  • Stable, growing company with clear processes
  • No cold calling or commission pressure
  • Structured workflows and support
  • Opportunity to grow with the company long-term

How to Apply

Please apply with:

  • Your resume
  • A brief note outlining your experience in credit or financial advising

Only candidates selected for interviews will be contacted

Job Types: Full-time, Part-time

Pay: From $17.75 per hour

Work Location: In person