Senior Client Representative

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The Office of the Public Guardian and Trustee (OPGT) delivers a unique and diverse range of services that safeguard the legal and financial interests of vulnerable adults. If you are interested in providing financial guardianship services to clients who are incapable of making decisions regarding personal finances, property or health, consider this rewarding opportunity with the Ministry of the Attorney General.

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About the job

You will:
• research all aspects of client's financial, business and legal affairs in order to identify and protect client's assets and identify liabilities
• visit clients and assess circumstances and needs relevant to OPGT's area of authority, which can include exposure to unsanitary conditions and unsafe neighbourhoods, anger, hostility and verbal abuse from clients and family members
• investigate sale of client's assets at less than fair market value
• monitor complex financial portfolios to include real property and/or other investment vehicles (i.e. securities, RRSPs, RIFs, mortgages, stocks, bonds, etc)
• secure, monitor and manage extended health care benefits and special trusts
• provide testimony as an expert witness at court, inquests and examinations for discovery, tribunals and review boards
• investigate alleged property/financial risks to clients (i.e. financial abuse by relatives)
• develop budgets for clients based on assessment of current and future financial resources, personal needs/expenditures, lifestyle, prior capable wishes and needs of dependents
• monitor client's financial situation on an ongoing basis and adjust budgets to accommodate changes based on life situation (i.e. nursing and retirement homes, other care facilities)

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What you bring to the team

Technical Knowledge and Skills:

• You have the ability to interpret and apply relevant policies, procedures, directives and legislation to analyze individual cases in order to make decisions as a financial guardian
• You are able to acquire and apply knowledge of the health care sector to deal with health care providers, social workers, community support case managers, and administrators of supervised settings such as nursing homes, homes for special care, and psychiatric hospitals
• You have knowledge of financial management and business practices as it relates to real estate and trust management in order to manage complex property/investment portfolios such as real estate, investment properties, securities, RRSPs, RIFs, mortgages, stocks, bonds and special trusts

Organizational, Analytical and Problem Solving Skills:

• You can manage portfolios and assets, prioritize high volume caseload and balance competing priorities
• You are able to assess client's needs, identify all possible entitlements and obtain necessary information to apply for benefits
• Your analytical skills allow you to review financial information that may be conflicting, inaccurate or incomplete
• You can develop alternatives and identify best course of action to protect client's financial interest such as deciding to retain, reinvest or dispose of complex financial instruments

Interpersonal, Negotiation and Counseling Skills:

• Your mediation, negotiation and conflict resolution skills allow you to gain cooperation of clients, family members and others in implementing financial plans
• Your counseling skills allow you to manage and resolve conflicts when dealing with clients who may suffer from mental illness, brain injuries, developmental disabilities
• Your conflict resolution skills allow you to address differences of opinion or expectations, including de-escalating situations where clients and/or family members may be angry, confrontational, or uncooperative
• You are able to negotiate agreements with creditors and resolve potential crisis of financial or social nature on behalf of clients

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Don't meet every qualification?

If you are excited about this position and meet most, but not all, of the listed qualifications, please still consider applying. We recognize that no one person might have every qualification in this job ad, and you just might be the right candidate!

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How we support diversity, inclusion and accessibility

We are building an inclusive workforce that reflects the communities we serve. We encourage everyone interested in working with us to apply, including people with disabilities, Indigenous, Black and racialized individuals, as well as people from all ethnicities, cultures, sexual orientations, gender identities and gender expressions.

Our hiring process is accessible, consistent with Ontario's Human Rights Code and the Accessibility for Ontarians with Disabilities Act, 2005. We are working to prevent and remove barriers in our hiring processes and can offer  accommodation to address specific needs related to Code-protected grounds such as disability, family status and religion. For more information about accommodation during the hiring process please  contact us.

Learn more about the work the OPS is doing to create an inclusive, anti-racist, accessible and diverse workplace:

• diversity, equity and inclusion initiatives
• accessibility
• Anti-Racism Policy

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Additional information:

Note:

• About security checks:
  A criminal or other federal offence record does not automatically disqualify you from the position. We consider each situation based on the position's responsibilities.
  If a check is needed and you've lived outside of Canada in the past 5 years for 6 or more months in a row, or if you are not a Canadian resident, you'll need to provide an out-of-country police clearance certificate from the country you lived in.
  Employment screening checks are only reviewed and evaluated by the Transition and Security Office, which also maintains them and keeps them strictly confidential.
• The information that you provide for the purpose of this competition and the results from this competition may be used to fill other positions. These positions may be of various tenures including short-term assignments. Your information and the results from this competition will be retained for the purpose of filling vacancies in accordance with the applicable collective agreement or policy provisions.
• T-AG-243842/26

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How to apply:

1. You must apply online.
2. Your cover letter and resume combined should not exceed five (5) pages. For tips and tools on how to write a concise cover letter and resume, review the Writing a Cover Letter and Resume: Tips, Tools and Resources.
3. Customize your cover letter and resume to the qualifications listed on the job ad. Using concrete examples, you must show how you demonstrated the requirements for this job. We rely on the information you provide to us.
4. Read the job description to make sure you understand this job.
5. OPS employees are required to quote their WIN EMPLOYEE ID number when applying.
6. If you require a disability related accommodation in order to participate in the recruitment process, please Contact Us to provide your contact information. Recruitment services team will contact you within 48 hours.

Language requirements and assessment:
All external Ontario Public Service (OPS) job ads are posted in English and French. Check the "position(s) language" section at the top of each job ad for the language requirements. For all roles, candidates are assessed in English, the business language of the OPS. If the position is bilingual (English/French), you'll also need to pass a French-language proficiency test.

Exigences en matière de langue et évaluation:
Toutes les offres d'emploi externes de la fonction publique de l'Ontario (FPO) sont affichées en français et en anglais. Consultez la section « Langue du ou des postes » en haut de chaque offre d'emploi pour connaître les exigences linguistiques. Pour tous les postes, les candidats sont évalués en anglais, la langue d'affaires de la FPO. Si le poste est bilingue (anglais/français), vous devrez également passer un test de compétences linguistiques en français.