4.9

READ OUR REVIEWS

We’re hiring a Financial Wellness Advocate!

Posted on 11 March 2024

Written by Gillian Goldblatt

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.

blank

Gillian Goldblatt

Gillian Goldblatt is a Chartered Professional Accountant and Insolvency and Restructuring Professional. She is also an award-winning LIT (Licensed Insolvency Trustee) and Vice-Chair of the Ontario Association of Insolvency & Restructuring Practitioners Board. As Spergel's resident expert on debt consolidation and financial literacy, you can find Gillian being interviewed regularly on popular Canadian news programs when she's not at the office helping individuals and businesses get back on track.

Schedule a Free Consultation with Gillian Goldblatt (or your local Spergel LIT) by:

Phone 1-877-501-4321 (toll-free)

24/7 live chat (with a human) on our website

Facebook messenger

Email (hello@spergel.ca)

Online booking calendar

Be Debt Free. You Owe It to Yourself.

Helpful starting information:

What to Bring to an Appointment

To get the debt help that you need, please bring a list of who you owe and how much to each, a list of everything you own and your monthly household budget. Don’t have everything right away? Don’t worry – We will guide you through each step.

Download Form

Your Information

We’ll walk you through our application process. But, if you want to prepare for your debt free assessment consultation in advance, download our information form and fill in what you can.

Download Form

Calculate Your Debt Repayment Options

How can you compare your debt repayment options if you don’t know how much they will cost you? Your solution will become much clearer when you are able to compare costs.

Debt Calculator

Ready to Be Debt-Free?

If you’re ready to be debt free, it’s time to meet with one of our knowledgeable Licensed Insolvency Trustees at your convenience and get started

Meet with a trustee