Credit advisor

Job Description

Credit Advisor (Part-Time, In-Person)

Location:

In-person Ottawa, ON

Job Type:

Part-time (with opportunity to grow into full-time)

Job Description

Capital Financial is a Canadian financial support platform focused on credit building, financial relief, and long-term financial planning. We are currently looking for a Credit Advisor to join our team in person on a part-time basis.

This role is client-facing and support-focused. You will work directly with members who have joined our app, helping them understand their credit profile, answering questions, and guiding them through their selected program.

Key Responsibilities

As a Credit Advisor, you will be responsible for:

Responding to client emails and in-app messages in a professional and timely manner

Conducting scheduled video calls with clients to review their credit situation

Explaining credit reports, balances, utilization, and general credit concepts clearly

Guiding clients through Capital Financials credit building and financial relief programs

Updating client notes, status, and progress inside our internal work system

Following structured advisor workflows and internal guidelines

Escalating complex or sensitive cases to management when required

Maintaining confidentiality and professionalism at all times

This role does not involve selling, collecting payments, or making guarantees.

Requirements

Previous experience in credit advising, financial services, or a related role

Strong understanding of Canadian credit basics (credit scores, utilization, reporting)

Comfortable communicating with clients via email and video calls

Organized, detail-oriented, and able to manage multiple clients

Basic computer skills and ability to learn internal software tools

Professional communication and customer-focused mindset

Schedule & Compensation

Part-time, in-person role

Flexible scheduling during business hours (Monday Friday)

Paid at Ontario minimum wage

Opportunity to transition into a full-time position as client volume grows

Why Work With Us

Stable, growing company with clear processes

No cold calling or commission pressure

Structured workflows and support

Opportunity to grow with the company long-term

How to Apply

Please apply with:

Your resume

A brief note outlining your experience in credit or financial advising

Only candidates selected for interviews will be contacted