Credit Counsellor

This role requires a compassionate and client-focused approach, as well as a strong understanding of personal finance principles.

• Location: Toronto, ON
• Job type: Permanent | Full-time

Responsibilities:

• Engage with individuals and families as they attempt to work through money

• Work with clients to develop a money management plan and/or budgeting

• Assist clients in finding appropriate and life-changing solutions to their financial

• Utilize customer relationship management and case management tools to assist clients in finding solutions to their debt and helping them follow through.
• Build trust with clients to successfully guide them through their decision-making process, allowing them to improve their quality of life and achieve financial wellness
• Establish and maintain positive connections with creditors, business partners and community agencies to advocate for clients and make referrals to other services where applicable.
• Understand and contribute to team, and overall agency, targets and goals.
• Participate in presentations and education programs

Qualifications and Skills:

• 3-5 years’ experience providing high quality customer service
• Experience with Microsoft Office (Word, Excel, Outlook)
• Past work experience in Credit Counselling, credit industry or financial services is an asset
• Past experience in promoting and advocating for products or services
• Ability to build strong client relationships through exceptional customer service

• Ability to adapt to a changing environment and handle multiple priorities
• Ability to work independently and cooperatively with fellow employees
• Detail-oriented approach, impeccable time management and organizational

• Demonstrated track record of meeting targets and goals on a consistent basis
• Strong interest in learning about personal finance
• Strong ability to work with a multicultural public in a personable and empathetic

• Strong command of the English language
• Must be bondable
• Must be legally eligible to work, and reside in Canada

CAO6659