Financial Advisor in Consumer Insolvency
Location
st. catharines, niagara region
Job Type
Full-time
Category
IT & Technology, Consulting
Posted
June 03, 2026
Drive consumer insolvency services while addressing debtor needs effectively. This role integrates data analysis, insolvency appointments, and relationship management with referral partners.
You will play a crucial role in supporting the planning and delivery of consumer insolvency services. Key activities include preparing BIA documentation, reviewing financial records, and fostering connections with credit and debt counsellors. High-quality control and innovative ideas for process improvement are essential to success in this role.
Key Responsibilities:
• Assist in planning and delivering insolvency services
• Analyze financial data and oversee documentation
• Manage formal appointments such as bankruptcies
• Develop relationships with referral sources
• Ensure quality control and address key debtor issues
Requirements:
• Experience in insolvency or financial advisory roles
• Bachelor’s degree or similar qualification is an asset
• Understanding of the...
You will play a crucial role in supporting the planning and delivery of consumer insolvency services. Key activities include preparing BIA documentation, reviewing financial records, and fostering connections with credit and debt counsellors. High-quality control and innovative ideas for process improvement are essential to success in this role.
Key Responsibilities:
• Assist in planning and delivering insolvency services
• Analyze financial data and oversee documentation
• Manage formal appointments such as bankruptcies
• Develop relationships with referral sources
• Ensure quality control and address key debtor issues
Requirements:
• Experience in insolvency or financial advisory roles
• Bachelor’s degree or similar qualification is an asset
• Understanding of the...