RUnder the direction of the District Manager, the Financial Counsellor provides military members remedial, preventive and informative financial counseling. You interview clients to explore variable and fixed cost areas in their lifestyle, and to collect and analyze financial data to determine required financial assistance. You create, analyze and assesses the financial repercussions of various corrective plans of action including debt consolidation plans, negotiating with financial institutions, preparing case summaries, and recommending the approval of grants and loans as appropriate. You negotiate with commercial and professional lending institutions for the purpose of making mutually acceptable arrangements with creditors for financial restitution.

Qualifications:

College diploma or certificate in Business Administration, Economics, or a related field, AND several years of financial counselling

AND

Life License Qualification Program (LLQP) and life insurance license (Ontario), an asset Registered to sell Mutual Funds (MFDA/AMF), an asset

Experience:

In personal lending

In dealing with litigation matters and negotiations In budget administration

In making assessments and referrals to other professionals In organizing and delivering presentations

Knowledge:

Of current counselling techniques, theories, principles and practices Of the Bankruptcy and Insolvency Act

Of the Organization and procedures of the Canadian Armed Forces (CAF), an asset Of the CAF compensation and benefits packages, an asset

Job Types: Full-time, Permanent

Salary: $60,000.00-$80,000.00 per year

Benefits:

• Company events
• Dental care
• Extended health care
• Life insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• OTTAWA, ON: reliably commute or plan to relocate before starting work (required)

Experience:

• financial planning: 1 year (preferred)

Licence/Certification:

• CFP (preferred)

Work Location: Hybrid remote in OTTAWA, ON

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