Insolvency Advisor, Personal Debt Solutions (Kamloops)

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Throughout the year our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award‑winning environment that fosters a high priority on your personal and professional growth.

About the Opportunity

Our Kelowna office is seeking an Insolvency Advisor to join the Personal Debt Solution team. This is a new role that requires maintaining an in‑office presence and performing the following duties:

• Perform initial consultations to assess the debtor’s situation and recommend appropriate options (training will be provided).
• Assist debtors and creditors, both in person and by telephone, as it relates to bankruptcies and proposals.
• Review interview forms and prepare files/documents for client signing.
• Conduct community outreach, business development, presentations, and use social media to promote personal debt solutions.

Success Criteria

• Demonstrate BDO’s core values of Integrity, Respect, and Collaboration in all aspects of work.
• Understand clients’ needs, challenges, and opportunities; be described as positive, professional, and empathetic.
• Identify, recommend, and focus on effective service delivery to clients.
• Share in an inclusive, engaging work environment that develops, retains, and attracts talent.
• Actively participate in the adoption of digital tools and strategies to drive an innovative workplace.
• Grow expertise through learning and professional development.

Experience & Education

• 2 years or more in Customer Service, financial services insolvency, banking, credit counseling, or another relevant area.
• Great interpersonal skills with the ability to collaborate with team members, debtors, and creditors.
• Demonstrated ability to communicate effectively in various situations.
• Strong attention to detail in a fast‑paced environment.
• Takes personal ownership and responsibility for quality and timeliness of work.
• Proficient in Microsoft Outlook, Word, and Excel.
• Excellent time management and organizational skills.
• Team player who can also work independently.
• Some travel may be required to other office locations in the BCI.
• Previous insolvency experience is an asset but not required.
• Available to work one evening shift a week until 7:30pm.