Posted:
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