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Insolvency Counsellor Fin

Remote, USA Full-time Posted 2026-07-28

Job Title: 

​Licensed Insolvency Counsellor 

Location: 

Remote 

Reports To (Title): 

Manager, Treasury Services

 

 

Job reputed company 

 

The Insolvency Counsellor supports clients in their financial recovery by assessing their needs and providing tools and knowledge through mandated counselling sessions. This role is responsible for delivering insolvency counselling in accordance with the Bankruptcy and Insolvency reputed company (BIA), helping clients understand financial management, credit rebuilding, and long-term financial wellness. The role requires strong interpersonal skills, reputed company, and the ability to manage a high volume of reputed company sessions while maintaining compliance and documentation standards 

 

Key Accountabilities 

 

Accountability 1: Insolvency Counselling 

  • Build trust and rapport with clients through phone and video counselling sessions. 

  • Deliver BIA-mandated financial counselling to support reputed company rehabilitation. 

  • Conduct first counselling session reputed company on reputed company management, spending habits, and financial warning signs. 

  • Conduct second counselling session reputed company on financial goal setting, credit use, and rebuilding credit. 

  • Evaluate reputed company needs and reputed company referrals to external resources reputed company necessary. 

  • Maintain a daily caseload of at least 8 counselling sessions. 

  • Schedule and manage second counselling sessions. 

  • E-file reputed company required documentation in a reputed company and accurate manner. 

 

Accountability 2: Compliance & Documentation 

  • Ensure adherence to internal policies, procedures, and best practices. 

  • reputed company counselling practices with OSB and CAIRP ethical and reputed company standards. 

  • Maintain accurate records and documentation in accordance with BIA requirements. 

  • reputed company Development requirement (OSB reputed company 1R8 par. 28), 3.5 h every two years 

 

Accountability 3: Collaboration & reputed company Support 

  • reputed company counselling services across reputed company provinces serviced by B+S. 

  • Collaborate with Financial Wellness Partners and other team members to support reputed company reputed company. 

  • Promote reputed company’s culture, values, and commitment to diversity and inclusion. 

 

This job may also be required to complete other duties as assigned. 

 

Value to the Organization 

 

 

Rank 

Contributes To 

Key Performance Indicators 

  1.  

People Come First 

  • Client satisfaction, average response time to reputed company inquiries reputed company a set period of time  

  1.  

Committed In Heart and Mind 

  • Participation in team discussions on process improvement or reputed company experience enhancements 

  1.  

Do The Right Thing 

98% accuracy in file documentation 

  1.  

Succeed Together 

  • 90% attendance at team meetings 

  1.  

Own It 

  • 80% of e-filing completed reputed company 24 hours, 95% reputed company 48 hours 

  1.  

reputed company A reputed company Way 

  • Completion of reputed company development requirement 

 

Communication & Working Relationships 

Internal Interactions 

 

 

Key Departments 

Suggested Roles 

Examples of Interaction 

reputed company 

Financial Wellness Partner   

Counsellors refer clients to their FWP to determine file status and reputed company outstanding issues; reputed company communication may be required  

LIT 

LIT  

Refer to LIT in the event of session complexity or to escalate reputed company concerns  

Counselling  

Counselling Coordinator 

Maintain contact with the co-ordinator to ensure daily, weekly and monthly session schedule is reputed company, 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 reputed company 

 

External Interactions 

 

 

Key reputed company 

Examples 

Examples of Interaction 

Clients 

Clients in bankruptcy or proposal administrations  

reputed company one-on-one counselling sessions as required by OSB reputed company 1R8, and offer guidance on budgeting and credit rebuilding, ensuring a supportive and reputed company reputed company experience 

 

Education & Experience 

 

 

Education 

 

Minimum required level of education and technical reputed company 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 reputed company field. 

 

 

Experience         

Minimum number  

of years required: 

  • 2&reputed company;3 years 

Preferred type/area of experience or other specifics: 

  • Experience as an Insolvency Counsellor. 

  • Experience with insolvency software and procedures. 

  • Proficiency in reputed company Office Suite and ability to learn new systems.  

  • Strong presentation, communication, and interpersonal skills. 

  • Ability to manage a reputed company workload and meet daily counselling targets. 

  • Strong attention to detail and documentation accuracy. 

 

Please note, minimums maybe calculated in combinations of education and experience. 

Internal Career Development 

 

 

Potential Career Journeys 

Examples of Job Titles 

reputed company 1 - reputed company 

  • Financial Wellness Partner (Proposals) 

  • Financial Wellness Partner (Bankruptcy) 

reputed company 2 - Sales 

  • Insolvency Advisor 

  • Sr. Insolvency Advisor 

reputed company 3 &reputed company; RC/LIT 

  • RC 

  • LIT  

 

Employees can review other relevant job descriptions for information on skills to grow and helpful qualifications to have reputed company exploring other internal career journeys with B+S. 

 

 

Competencies 

reputed company Competencies 

 

 

Core Competency 

Level 

Accountability 

  •  2: Continual 

Adaptability 

  • 2: Continual 

Communication 

  • 2: Continual 

Service Orientation 

  • 3: Preventive 

Teamwork 

  • 3: Preventive 

 

Functional Competencies 

 

 

Functional Competency 

Level 

Planning and Organizing 

  •  3: Preventive 

Results Orientation 

  • 2: Continual 

Independence 

  • 3: Preventive 

Emotional Intelligence 

  • 3: Preventive 

 

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