Insolvency Counsellor Fin

Job Title: 

​Licensed ​Insolvency Counsellor​ 

Location: 

​​​Remote​​ 

Reports To (Title): 

​​​​Manager, Treasury Services

Rank 

Contributes To 

Key Performance Indicators 

​​People Come First​ 

• ​​Client satisfaction, average response time to client inquiries within a set period of time​  

​​Committed In Heart and Mind​ 

• ​​Participation in team discussions on process improvement or client experience enhancements​ 

​​Do The Right Thing​ 

​​98% accuracy in file documentation​ 

​​Succeed Together​ 

• ​​90% attendance at team meetings​ 

​​Own It​ 

• ​​80% of e-filing completed within 24 hours​, 95% within 48 hours 

​​Find A Better Way​ 

• ​​Completion of professional development requirement​ 

Key Departments 

Suggested Roles 

Examples of Interaction 

​​Admin​ 

​​Financial Wellness Partner ​  

​​Counsellors refer clients to their FWP to determine file status and settle outstanding issues; direct communication may be required ​ 

​​​LIT​​ 

​​LIT​  

​​Refer to LIT in the event of session complexity or to escalate client concerns ​ 

Counselling  

Counselling Coordinator 

Maintain contact with the co-ordinator to ensure daily, weekly and monthly session schedule is current, and to communicate availability for last minute or one-off session scheduling 

IT  

IT and CRM owners 

Collaboration on the systems used by counsellors to ensure alignment between the tech and the needs of the team 

Key Groups 

Examples 

Examples of Interaction 

​​Clients​ 

​​Clients in bankruptcy or proposal administrations​  

​​Provide one-on-one counselling sessions as required by OSB Directive 1R8, and offer guidance on budgeting and credit rebuilding, ensuring a supportive and professional client experience​ 

Education 

Minimum required level of education and technical professional qualifications, licenses, or certifications/designations: 

• ​​Secondary school (high school or equivalent)​ plus either 30 credit hours or post-secondary coursework in a degree/diploma program, or 3 years of relevant work experience supporting and LIT or registered BIA counsellor 

• ​​Completion of CAIRP’s Practical Course on Insolvency Counselling (PCIC) 

• ​Minimum of 50counselling sessions delivered, under supervision​ 

Preferred level of education and specialty/discipline: 

• ​​Post-Secondary Diploma in a related field.​ 

Experience         

Minimum number  

of years required: 

• ​​2–3 years​ 

Preferred type/area of experience or other specifics: 

• ​​​Experience as an Insolvency Counsellor. 

• ​Experience with insolvency software and procedures. 

• ​Proficiency in Microsoft Office Suite and ability to learn new systems.  

• ​Strong presentation, communication, and interpersonal skills. 

• ​Ability to manage a structured workload and meet daily counselling targets. 

• ​Strong attention to detail and documentation accuracy.​​ 

Potential Career Journeys 

Examples of Job Titles 

​​​Option 1 - Admin​​ 

• Financial Wellness Partner (Proposals) 

• Financial Wellness Partner (Bankruptcy) 

​​​Option 2 - Sales​​ 

• Insolvency Advisor 

• ​​Sr. Insolvency Advisor​ 

​​Option 3 – RC/LIT​ 

• RC 

• ​​LIT​  

Core Competency 

Level 

Accountability 

•  ​2: Continual​ 

Adaptability 

• ​​2: Continual​ 

Communication 

• ​​2: Continual​ 

Service Orientation 

• ​​3: Preventive​ 

Teamwork 

• ​​3: Preventive​ 

Functional Competency 

Level 

​​Planning and Organizing​ 

•  ​3: Preventive​ 

​​Results Orientation​ 

• ​​2: Continual​ 

​​Independence​ 

• ​​3: Preventive​ 

​​Emotional Intelligence​ 

• ​​3: Preventive​