Consultant, Consumer Insolvency
- Calgary, AB, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.
Make an impact with our Consumer Insolvency team as an Estate Manager. This diverse team of professionals assists Canadians with navigating and overcoming financial challenges and achieving financial freedom. As a trusted advisor, you’ll help individuals recover from times of financial distress and regain control of their finances.
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.
Responsibilities
With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!
Diversity@MNP
We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!
Make an impact with our Consumer Insolvency team as an Estate Manager. This diverse team of professionals assists Canadians with navigating and overcoming financial challenges and achieving financial freedom. As a trusted advisor, you’ll help individuals recover from times of financial distress and regain control of their finances.
MNP is proudly Canadian. Providing business strategies and solutions, we are a leading national accounting, tax and business advisory firm in Canada. Entrepreneurial to our core, our talented team members transcend obstacles into opportunities and are successfully transforming mid-market business practices.
Responsibilities
- Respond promptly and professionally to leads and prospective client inquiries received by telephone, email and online chat
- Act as a first point of contact for individuals struggling with debt, providing reassurance, guidance and an empathetic client experience
- Conduct initial interviews to identify client needs and provide general information about bankruptcy, consumer proposals and other personal restructuring options
- Explain the basic features and benefits of available restructuring options so clients can make informed decisions
- Schedule appointments and coordinate day-before touchpoints to help clients arrive prepared and supported
- Follow up with prospective clients and debtors, meeting conversion, monitoring and client follow-up deadlines
- Maintain accurate client, lead and opportunity information in the CRM and complete daily database maintenance
- Gather, compile, review and analyze financial information and supporting documentation for accuracy and completeness
- Assist clients with applications and documentation and help prepare files for Trustee review and signature meetings
- Run Ascend reports to monitor appointments, outstanding documentation, follow-up requirements and client progress
- Collaborate with Consultants, Trustees and other team members in the delivery of consumer insolvency services
- Contribute ideas and practical approaches to improve efficiency, lead management and client outcomes
- Provide general administrative and reception support as required
- Sales experience, education or a demonstrated sales skill set, including the ability to engage and convert leads
- Strong customer service and interpersonal skills, with the ability to build rapport, listen actively and respond to clients with empathy
- Excellent attention to detail, organization and follow-through, with the ability to manage multiple priorities and deadlines
- Ability to communicate financial and restructuring information clearly, professionally and compassionately
- Knowledge of personal insolvency and restructuring options in Canada
- Basic experience in consumer insolvency and a foundational understanding of the Bankruptcy and Insolvency Act
- Experience with Ascend, and a CRM platform is an asset
With a focus on high-potential earnings, MNP is proud to offer customized rewards that support our unique culture and a balanced lifestyle to thrive at work and outside of the office. You will be rewarded with generous base pay, vacation time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings products, bonus programs, flexible benefits, mental health resources, exclusive access to perks and discounts, professional development assistance, MNP University, a flexible ‘Dress For Your Day’ environment, firm sponsored social events and more!
Diversity@MNP
We embrace diversity as a core value and celebrate our differences. We believe each team member contributes unique gifts and amplifying their potential makes our business stronger. We encourage people with disabilities to apply!
More about this job
Responsibilities
Respond to prospective clients, conduct initial interviews, explain personal insolvency options, and coordinate appointments and follow-ups. Maintain accurate CRM records, review financial documents, assist with applications and Trustee-ready files, and collaborate with the insolvency team to support client outcomes and improve processes.
Requirements
The role calls for sales ability, strong customer service and interpersonal skills, empathy, attention to detail, organization, and clear communication. Knowledge of Canadian personal insolvency and the Bankruptcy and Insolvency Act is expected; experience with Ascend and a CRM platform is an asset.
Skills
- Sales And Lead Conversion
- Customer Service
- Interpersonal Communication
- Empathy
- Active Listening
- Client Relationship Building
- Financial Information Analysis
- Attention To Detail
- Organization
- Deadline Management
- Personal Insolvency Knowledge
- Bankruptcy And Insolvency Act Knowledge
- Consumer Proposals
- CRM Data Management
- Ascend Reporting
- Administrative Support
Benefits
- Vacation Time
- Paid Personal Days
- Group Pension Plan With 4% Matching
- Voluntary Savings Products
- Bonus Programs
- Flexible Benefits
- Mental Health Resources
- Perks And Discounts
- Professional Development Assistance
- Firm-Sponsored Social Events
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Sales
- Administrative
- Consulting
Keywords
- Consumer Insolvency
- Estate Management
- Personal Insolvency
- Bankruptcy
- Consumer Proposals
- Personal Restructuring
- Bankruptcy And Insolvency Act
- Lead Management
- Sales
- Client Service
- Client Follow-Up
- Financial Information
- Supporting Documentation
- CRM
- Ascend
- Trustee Review
- Appointment Coordination
- Database Maintenance
- Administrative Support
- Reception Support