Apply By: Wednesday, October 4, 2023 11:59 pm EDT
Competition Status: Position Filled

Approximately 152 individuals applied for this opportunity.

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Senior Client Representative

Ministry of the Attorney General
Office of the Public Guardian and Trustee
Language of Position(s):
Job Term:
1 Permanent
Job Code:
5A008 - ProgPlanEval05
$70,820.00 - $102,046.00 Per Year
Posting Status:
Job ID:
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.

OPS Commitment to Diversity, Inclusion, Accessibility, and Anti-Racism:

We are committed to build a workforce that reflects the communities we serve and to promote a diverse, anti-racist, inclusive, accessible, merit-based, respectful and equitable workplace.

We invite all interested individuals to apply and encourage applications from people with disabilities, Indigenous, Black, and racialized individuals, as well as people from a diversity of ethnic and cultural origins, sexual orientations, gender identities and expressions.

Visit the OPS Anti-Racism Policy and the OPS Diversity and Inclusion Blueprint pages to learn more about the OPS commitment to advance racial equity, accessibility, diversity, and inclusion in the public service.

We offer employment accommodation across the recruitment process and all aspects of employment consistent with the requirements of Ontario's Human Rights Code. Refer to the "How to apply" section if you require a disability-related accommodation.

What can I expect to do in this role?

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, and occasional exposure to bacteria/viral infection in nursing homes, hospitals and group homes
• 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)

How do I qualify?

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

Additional Information:

  • 1 English Permanent, 80 Dundas St, London, West Region, Vulnerable Sector Check, Credit History Check
Compensation Group:
Association of Management, Administrative and Professional Crown Employees of Ontario
Customer and Client Services
Posted on:
Tuesday, September 19, 2023
  • In accordance with the Ontario Public Service (OPS), Employment Screening Checks Policy (ESCP), the top candidate(s) may be required to undergo a security screening check. Refer to the above to determine the screening checks that are required for this position.

    Required security screening checks along with your written consent, will be sent to the Transition and Security Office (TSO), Corporate Talent Programs Branch, Talent and Leadership Division to evaluate the results. If applicable, the TSO, with your written consent, will request and obtain any additional employment screening checks that were not obtained directly by you.

    A record under the Criminal Code and/or other federal offence record(s) does not automatically mean you will be ineligible for the position. The employment screening check(s) will only be reviewed and evaluated by the TSO for the purpose of making a security clearance decision. The details of an individual's employment screening check(s) will be considered in specific relation to the duties and responsibilities of the position being filled. Employment screening check records will be maintained by the TSO and kept strictly confidential.
All external applicants (including former employees of the Ontario Public Service) applying to a competition in a ministry or Commission public body must disclose (either in the cover letter or resume) previous employment with the Ontario Public Service. Disclosure must include positions held, dates of employment and any active restrictions as applicable from being rehired by the Ontario Public Service. Active restrictions can include time and/or ministry-specific restrictions currently in force, and may preclude a former employee from being offered a position with the Ontario Public Service for a specific time period (e.g. one year), or from being offered a position with a specific ministry (either for a pre-determined time period or indefinitely). The circumstances around an employee's exit will be considered prior to an offer of employment.
Remember: The deadline to apply is Wednesday, October 4, 2023 11:59 pm EDT. Late applications will not be accepted.

We thank you for your interest. Only those selected for further screening or an interview will be contacted.

All Ontario Public Service external job advertisements are posted in English and French. To confirm the language requirements of a job, check the "language of position" information at the top of each job ad. For all positions, candidates will be assessed in English, the business language of the Ontario Public Service. For English/French designated bilingual positions, candidates will also be assessed through French-language proficiency testing.

Toutes les offres d'emploi externes de la fonction publique de l'Ontario sont affichées en anglais et en français. Pour connaître les exigences linguistiques, vérifiez les renseignements sur la « langue du poste » figurant dans le haut de chaque offre d'emploi. Pour tous les postes, l'évaluation des candidates et candidats se fera en anglais, la langue usuelle de la fonction publique de l'Ontario. En ce qui concerne les postes désignés bilingues, la maîtrise du français des candidates et candidats sera également évaluée.

The Ontario Public Service is an inclusive employer.
Accommodation is available under the Ontario's Human Rights Code .
Note: The only website where you can apply on-line for positions with the Ontario Public Service is

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