Financial Debt Advisor

1 week ago


Mississauga ON LR K, Canada Spergel Full time $40,000 - $48,000 per year

Spergel has been providing expert financial solutions and support to clients for over 30 years. Our commitment to helping individuals and families achieve financial freedom has made us a trusted name in the industry. We are seeking a passionate and results-driven Financial Debt Advisor.

Financial Debt Advisor to join our growing team and contribute to our mission of offering exceptional service to our clients.

Job Description: As a Financial Debt Advisor at Spergel, you will play a crucial role working closely with clients to assess their financial situations, provide tailored solutions, and guide them toward long-term financial stability. You'll play a vital role in helping individuals take control of their debt and achieve financial freedom. Your primary responsibilities will include:

Key Responsibilities

  • Conduct confidential consultations with clients to evaluate their financial situations.
  • Provide expert advice on options such as consumer proposals, bankruptcy, and budgeting strategies.
  • Develop tailored action plans to help clients achieve their financial goals.
  • Build strong client relationships by demonstrating empathy, professionalism, and trustworthiness.
  • Stay up to date on relevant debt relief regulations and financial services.
  • Work collaboratively with the Licensed Insolvency Trustees (LITs) to finalize client plans.

Qualifications

  • Experience in debt relief services (Bankruptcy / Consumer Proposals / Consolidation) and consulting is preferred
  • Proven track record in client service and building trust-based relationships.
  • Ability to handle sensitive information with confidentiality and professionalism
  • Detail-oriented and capable of multitasking in a fast-paced environment
  • Proficiency in financial software and Microsoft Office Suite.
  • Excellent communication and interpersonal skills.

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • A supportive and collaborative work environment
  • The chance to make a meaningful impact on clients' financial well-being

Hours:

Monday 9am - 7pm

Tuesday 9am - 5pm

Wednesday 9am - 5pm

Thursday 9am - 5pm

Friday 9am - 3pm

Join Spergel and be a part of a team dedicated to helping individuals achieve financial freedom

Job Type: Full-time

Pay: $20-$22.00 per hour

Work Location: In person

Job Types: Full-time, Permanent

Pay: $20.00-$22.00 per hour

Benefits:

  • Dental care

Work Location: In person



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