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 Financial’s 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