Imagine a dream job. One where you can be one-part financial advisor, one part seller and one part, the best part, psychologist. Sounds like fun? Welcome to the role of Financial Wellness Advocate!
Wellness Advocates feel passionate about empowering individuals to achieve financial wellbeing every day. Think you have what it takes to help friends, family, and others navigate their complex financial situations, sharing solutions confidently and with compassion? Are you someone who is understanding and non-judgemental? If you think you meet all of these criteria, you’ll find yourself a very successful Financial Wellness Advocate.
Financial Wellness Advocates at Spergel assist clients, from individuals to large corporations, with a myriad of financial endeavours. These include establishing sustainable budgets, restructuring business practices, building credit and eliminating debt through legal consumer proposals.
During the present and difficult economic times facing folks across Canada, Spergel is dedicated to bringing on compassionate and driven team members to help people ‘get rid of debt’!
About the role
Position: Financial Wellness Advocate
Location: Remote (Canada)
Responsibilities of the Financial Wellness Advocate:
- Financially empower clients, educating them and offering bespoke counselling based on their individual circumstances
- Collaborate with clients to create financial plans tailored to their goals
- Help individuals to navigate debt relief programs while offering unwavering support throughout their journey – you can be a debt relief cheerleader!
- Unveil the secrets of credit rebuilding, educating clients on the art of improving and rebuilding their credit scores
- Host workshops and outings to encourage sustainable financial success!
- Advocate financial wellness, representing Spergel and spreading the magic of our mission to help Canadians on their journey to debt relief
Qualifications:
- A passion for helping others achieve financial wellbeing
- An understanding of financial planning, debt management, and credit rebuilding
- Excellent communication and interpersonal skills
- Empathy and patience for clients facing financial challenges. A compassionate, caring nature
- Experience in finance, business, or a related field
- Certification in financial counselling is merely a bonus
- Ability to work both independently and collaboratively within a team
- A desire to be part of Spergel Inc., the crack team of people who simply ‘get rid of debt’
How to apply:
If you know you have the right stuff and want to join the ‘get rid of debt’ people family, send your resume and cover letter outlining your passion for financial wellness to chutt@spergel.ca. Please use the subject line ‘Financial Wellness Advocate Application – [Name]’.
Join Spergel and be part of a team that is truly dedicated to transforming financial futures and creating a world of financial wellbeing.
Deadline for applications: closes Friday, March 29th, 2024.
Spergel is an equal opportunity employer. We celebrate diversity, and are committed to creating an inclusive environment for all employees.
About Spergel
Spergel is a leading insolvency firm committed to helping both individuals and businesses to achieve financial wellbeing. Focused on empathy, education, and empowerment, Spergel Inc. offers a range of services including debt relief, financial planning, and credit rebuilding. Our team of expert Licensed Insolvency Trustees has helped over 100,000 Canadians to gain financial freedom over the last 34 years. In that time, we’ve seen all kinds of situations, and helped a diverse range of peoples on the path to on track finances – while making lifelong friends along the way.
