Windmill Microlending is a registered Canadian charity that empowers skilled immigrants and refugees by offering affordable loans, coaching and mentorship to restart their careers in Canada. Since 2005, we have provided over 15,000 loans, helping newcomers triple their incomes.

We are proud to be Excellent Place to Work certified, boasting an 85%+ average employee engagement score driven by a culture of inclusivity, exceptional teamwork and strong leadership.

The role
The Client Success Coach plays a vital role in helping skilled immigrants and refugees rebuild and advance their careers in Canada. As the primary point of contact, you guide clients through the loan application process and provide one-on-one coaching to assess and support their financial and career plans. As a client champion, your work positively impacts the lives of many.

Key responsibilities
Application support (50%)

Respond to inquiries and provide client support via phone, email and Zoom promptly and professionally

Guide clients through the loan application process, ensuring applications are complete, accurate and move forward efficiently

Assess and process loan applications in alignment with policies and risk guidelines

Ensure data is entered correctly and matches across all systems

Deliver a supportive, client-centred experience

Take on special projects related to reporting, process improvement or software implementation as required

Coaching (40%)

Deliver coaching sessions to assess clients’ learning plans, financial readiness and employability

Apply risk policies consistently and share insights to strengthen risk practices

Support client success by recommending resources such as financial literacy training, mentorship and community supports

Ensure a smooth and timely transition from loan assessment to disbursement

Manage time effectively to offer flexible and accessible coaching appointments





Stay informed on accreditation pathways and labour market demand

Conduct regular check-ins to support engagement and long-term client success

Maintain accurate, up-to-date records of client progress and outcomes

The ideal candidate
As a Bilingual Client Success Coach, you are patient, compassionate and skilled at building trust with a diverse client base. You bring strong attention to detail, ensuring work is accurate and clients feel genuinely supported. You are an excellent communicator in both English and French, with strong written and verbal skills. You listen actively, ask clarifying questions and explain complex topics clearly and simply. You manage multiple priorities with confidence and remain calm under pressure. Proactive and thoughtful, you enjoy identifying what’s working, improving what isn’t and seeing initiatives through from start to finish. You don’t just go through the motions; you bring curiosity, care and purpose to your work.

Experience and qualifications

Excellent written and verbal communication skills in English and French

Proficiency in Google Workspace

Familiar with data management and CRM systems

Core competencies

Clear communicator: listens actively, asks clarifying questions and explains complex topics simply

Empathetic and professional: demonstrates respect and care towards clients and colleagues

Organized: effectively prioritizes tasks, manages urgency, and meets deadlines

Detail-oriented: ensures accuracy and consistency across all work

Self-sufficient:



works independently and resolves challenges effectively

Tech-savvy: adapts quickly to new technologies, including AI

Problem solver: identifies root causes and proposes practical solutions

Passionate: motivated by Windmill’s mission and driven to make a positive impact

Confidential: maintains strict confidentiality of client information and sensitive data

Compensation and perks

Starting salary range $50,000-$58,000 annually, based on skills and experience required for the role

Hybrid work solution with a minimum two (2) days in office, up to three (3) days from home in Montreal, QC, Toronto, ON, or Calgary, AB

Three weeks’ vacation, plus a company-wide winter break

Benefits plan – medical, dental, short & long-term disability, and life insurance

Annual Wellness Budget to support personal well-being

Access to Group RRSP with matching employer contributions

Evolving DEI initiatives – our staff is representative of our client base

Additional note

This posting is for a current vacancy

Windmill Microlending is an equal opportunity employer. Adhering to Canada’s Human Rights Act, Windmill grants equal employment opportunity to all qualified persons without regard to race, creed, colour, gender identity or expression, disability, sexual orientation, family status, marital status, citizenship, ancestry, ethnic origin, age, or place of origin. We celebrate diversity and are committed to creating an inclusive environment for all employees.

As an active participant in the Federal Government’s 50-30 Challenge, we are committed to building a more diverse, inclusive, and vibrant economic future for Canadians by attaining gender parity and significant representation of underrepresented groups on our board and in senior management positions.

Information on Windmill Microlending - http://www.windmillmicrolending.org

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📌 Bilingual Client Success Coach (Ontario)
🏢 Windmill Microlending
📍 Ontario