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Posted 18 days ago

Consultant, Consumer Insolvency

@ MNP

Calgary, Alberta

Full-time
Apply now
SIGNALS

Overview

MNP, a national accounting, tax and business advisory firm, is hiring a full-time Consultant in its Consumer Insolvency team to help Canadians facing debt. The role combines lead handling and initial client interviews with file preparation for Trustee review.

Responsibilities:

  • Respond to leads and prospective client inquiries
  • Conduct initial client interviews on insolvency options
  • Gather and review financial documentation
  • Maintain CRM and client records
  • Prepare files for Trustee review and signature

Requirements summary:

  • Sales or lead conversion experience
  • Strong customer service and empathy
  • Basic knowledge of the Bankruptcy and Insolvency Act
  • Excellent attention to detail and organization
  • Experience with Ascend or a CRM is an asset

Tools & skills

Benefits mentioned

Retirement plan
Source and dates

Employer career site / ATS feed · ultipro

Employer posting date
2026-10-19
First seen by our source
2026-10-19
Source record updated
2026-10-26

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentCustomer service
Hours per week40 (estimated)
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Encouraged to applyPeople with disabilities
Perks mentionedGenerous paid time off, Flexible hours, Retirement plan, Performance bonus, Employee discount, Wellness, Paid training

Summary and details written by AI from the posting; the employer’s posting is the authority.

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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

  • 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

Skills and Experience

  • 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

MyRewards@MNP

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!

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