Application for Disability Planning Helpline Advisor (2026)

Please complete all fields below. Be sure to upload your resume before submitting. Please note no cover letter is required.

Only shortlisted applicants will be contacted. If you are unable to submit your application through this platform, please contact us at info@planinstitute.ca.
1.Contact Information(Required.)
2.Are you legally entitled to work in Canada?(Required.)
3.Are you fluent in English?(Required.)
4.Please select your level of knowledge on the Disability Tax Credit (DTC):(Required.)
Not knowledgeable at all
Somewhat knowledgeable 
Very knowledgeable 
5.Please select your level of knowledge on the following topics:(Required.)
Not knowledgeable at all
Somewhat knowledgeable 
Very knowledgeable 
Canada Pension Plan Disability (CPPD)
Income tax filing for persons with disabilities and family caregivers
Canada Disability Benefit (CDB)
Registered Disability Savings Plan (RDSP)
Estate planning for persons with disabilities
Trusts
Advocacy approaches
Disability-specific government benefit programs
6.Please select all of the following that apply to you.(Required.)
7.Please share a little about yourself and why you're interested in this role.(Required.)
8.Please share with us your understanding or experience with financial security/insecurity, and the role it plays in the lives of marginalized populations.(Required.)
9.Please tell us what experience and/or knowledge you have with the Disability Tax Credit.(Required.)
10.Please tell us what experience and/or knowledge you have with the Registered Disability Savings Plan (RDSP).(Required.)
11.Please tell us what experience and/or knowledge you have with wills, trusts and estate planning considerations.(Required.)
12.Please tell us what experience and/or knowledge you have tax filing, especially for people with disabilities and their families.(Required.)
13.Please tell us what experience you have providing one-on-one support to people.(Required.)
14.Ideally how many hours would you like to work per month?(Required.)
15.Typically our advisor team meets every second Tuesday of the month from 10-11AM PT, and the last Friday of the month from 10-11AM PT. Are you able to commit to attending these monthly meetings?(Required.)
16.Please upload your resume.(Required.)
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