Associate providing best - in - class service to high net - worth investing clients. Educating clients on trading policies and executing trades in compliance with regulations for CIBC.
About the role
- Bilingual Insolvency Advisor providing personal debt solutions at BDO. Responsible for consultations, debtor assistance, and community outreach in Ottawa.
Responsibilities
- Perform initial consultations to assess the debtor’s situation and recommend appropriate options, training will be provided
- Assist debtors and creditors, both in person and by telephone, as it relates to bankruptcies and proposals
- Review interview forms, and prepare files/documents for client signing
- Community outreach, business development, presentations, and use of social media to promote personal debt solutions offerings.
Requirements
- Previous insolvency experience (asset but not required)
- 2 years or more in Customer Service, financial services banking, credit Counseling, or other relevant area
- Great interpersonal skills with the ability to collaborate with team members, debtors, and creditors
- Demonstrated ability to communicate effectively in various situations
- Strong attention to detail in a fast-paced environment
- Bilingualism (English/French) would be an asset
- Ability to travel on occasion
- Proficient in Microsoft Outlook, Word & Excel
- Excellent time management and organizational skills
- A team player who can also work independently
- Available to work one evening shift a week until 7:30pm.
Benefits
- Flexible benefits from day one
- Market leading personal time off policy
- Reimbursement for wellness initiatives
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