Financial Education Manager

4 weeks ago

Surrey, Canada Coast Capital Savings Full time

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone - because when our members do well, we believe our communities should do well too.

Financial Education Manager
- Nov 15, 2024**Location(s)**: Surrey and Vancouver - Lower Mainland**Job Type**: Full Time**myWork Options**: In-person, Hybrid**Starting Salary Range**: $80,800-$105,000**Background Screening Requirement**:

- Enhanced Criminal Record Check
- Credit Check
- Identity Verification
- Employment Verification
- References

**What's the job?**
The Financial Education Manager designs, develops, and delivers a comprehensive, evolving financial education program, a signature program for Coast Capital. In addition to delivering Financial Education in our local communities, they partner with other departments to assess needs, design and develop learning-based solutions, identify externally suitable programs when needed, and conduct evaluations of program delivery and business impact. The Financial Education Manager will leverage their deep understanding of financial principles and a passion for education as they deliver financial education curriculum virtually and in-person to Members and Community.**What you'll get to do**:

- Applies cognitive and adult learning theory to lead the design and implementation of financial empowerment learning solutions tailored to members and the community, including at-risk populations, branch settings, and small businesses.
- Leads a team of financial education volunteers within the organization, providing guidance, training, and support to ensure the effective and consistent delivery of financial education services.
- Identifies and addresses learning gaps among our membership by analyzing branch and community feedback and evaluating organizational performance issues. Provides recommendations for effective solutions that align with individual learning needs and business objectives.
- Builds and maintains relationships with community organizations, schools, and other stakeholders to promote financial education and generate short-term, demonstrable results while holding a long-term perspective and overall program growth.
- Monitors and evaluates program effectiveness through data collection and analysis and provides regular reports on program outcomes and impact.
- Leads the delivery of both virtual and in-person learning sessions for both members and the community, managing the learning environment to create a positive learning experience and ensuring program outcomes are met.
- Collaborates with the business lines, strategy division, and others to prioritize content development for members and the community related to Coast's business objectives and embed relevant financial education resources and tools into the advice continuum where appropriate. Ensures all products and services developed and delivered comply with Coast's brand, quality standards and relevant regulations.
- Provides guidance and expertise on eLearning solutions and best practices and creates engaging learning activities and compelling course content that enhances retention and transfer of learning to our members and communities.
- Monitors trends in educational technology researches vendors, products and services and recommends effective and appropriate learning solutions for both members and community.

**Who are we looking for?**
- Bachelor's Degree in Business or related areas.
- 4 - 6 years of professional experience and a minimum of 4 years of experience in financial education, people development or a related field, with at least 2 years in a managerial or leadership role.
- Experience in instructional design, organizational development, education, or related field.
- Demonstrate experience creating learning material/media (audio, video, e-learning, in-class/virtual classroom, simulations, role plays, etc).
- Understanding of a Learning Management System
- Knowledge of corporate social responsibility, social purpose, social finance, and shared value creation.
- Understanding of the B Corp community.
- Strong knowledge of financial principles and best practices.
- Excellent communication and presentation skills.
- Proven ability to develop and deliver educational programs.
- Strong computer skills including MS Word, Office, and Excel and extensive knowledge of all features of PowerPoint software.
- Superb oral and written communication skills, including oral presentations to groups.
- Focused and concise written and verbal summaries and effective questioning and listening skills.
- Strong project management skills.
- Ability to build and maintain relationships with diverse collaborators.

**Equity, Diversity & Inclusion at Coast Capital**- Why j

  • Financial Services Manager

    3 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    Senior Financial Advisor Role OverviewWe are seeking an experienced Senior Financial Advisor to provide exceptional customer service and financial guidance to our members.The ideal candidate will have a proven track record of achieving sales targets, building strong member relationships, and identifying complex financial needs.This role requires a...

  • Head of Financial Expertise

    4 weeks ago

    Surrey, British Columbia, Canada Envision Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members.Key ResponsibilitiesMember Service: Build strong relationships with current and potential members, identifying their financial needs and providing solutions or referrals to appropriate advisors.Member Transactions: Process a...

  • Financial Manager

    6 months ago

    Surrey, Canada CAN ASIA ENTERPRISES LTD. Full time

    Education: - Expérience: **Education**: - Bachelor's degree **Tasks**: - Establish and implement policies and procedures - Assign, co-ordinate and review projects and programs - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of financial data - Oversee the preparation...

  • Financial Manager

    2 months ago

    Surrey, Canada AYESHA'S PANACHE LASER & BEAUTY BAR Full time

    Education: - Expérience: **Education**: - Bachelor's degree **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of financial data - Oversee the preparation of reports -...

  • Financial Manager

    6 months ago

    Surrey, Canada Crystal Kitchens Ltd. Full time

    Education: - Expérience: **Education**: - Bachelor's degree **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of financial data - Oversee the preparation of reports -...

  • Financial Representative

    6 months ago

    Surrey, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...

  • Financial Manager

    6 months ago

    Surrey, Canada Maple Quality Professional Services Inc. Full time

    Education: - Expérience: **Education**: - Bachelor's degree **Tasks**: - Plan and control budget and expenditures - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of financial data - Oversee the preparation of reports - Provide customer service - Keep financial records...

  • Financial Wellness Advisor

    4 weeks ago

    Surrey, British Columbia, Canada G&F Financial Group Full time

    About G&F Financial GroupG&F Financial Group, a union of Gulf and Fraser, is a leading credit union in BC with approximately $ billion in total assets under administration. Our team at G&F Financial Group works to serve over members who live and work across the province. We offer personal and commercial banking, insurance, and wealth management services...

  • financial manager

    6 months ago

    Surrey, Canada 1233212 BC LTD Full time

    Education: Expérience: EducationBachelor's degreeTasksEstablish and implement policies and proceduresDesign and manage investment strategiesMonitor financial control systemsManage contractsOversee the collection and analysis of financial dataOversee the preparation of reportsAdvise senior managementAssign, co-ordinate and review projects and programsPlan,...

  • Financial Manager

    6 months ago

    Surrey, Canada CAN ASIA ENTERPRISES LTD. Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Establish and implement policies and procedures - Assign, co-ordinate and review projects and programs - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of financial data - Oversee the...

  • Financial Manager

    6 months ago

    Surrey, Canada CAN ASIA ENTERPRISES LTD. Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Establish and implement policies and procedures - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of financial data - Oversee the preparation of reports - Advise senior management - Assign,...

  • Financial Services Specialist

    4 weeks ago

    Surrey, British Columbia, Canada SENSIBLE INSURANCE & FINANCIAL SERVICES LTD. Full time

    Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year or equivalent experienceKey Skills:Experience with MS Excel, MS Outlook, MS PowerPoint, MS Windows, and MS WordAbility to maintain general ledgers and financial statements, post journal entries, and prepare other statistical, financial and...

  • financial manager

    6 months ago

    Surrey, Canada LANDMARK DESIGN INC. Full time

    Education: Expérience: EducationBachelor's degreeTasksPlan and control budget and expendituresEstablish and implement policies and proceduresDesign and manage investment strategiesMonitor financial control systemsManage contractsOversee the collection and analysis of financial dataOversee the preparation of reportsAdvise senior managementKeep financial...

  • Financial Manager

    6 months ago

    Surrey, Canada LANDMARK DESIGN INC. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Design and manage investment strategies - Monitor financial control systems - Manage...

  • Financial Manager

    6 months ago

    Surrey, Canada Day and Night Labour Supply Ltd. Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Design and manage investment strategies - Monitor financial control systems - Manage...

  • financial manager

    6 months ago

    Surrey, Canada Crystal Kitchens Ltd. Full time

    Education: Expérience: EducationBachelor's degreeTasksPlan and control budget and expendituresEstablish and implement policies and proceduresDesign and manage investment strategiesMonitor financial control systemsManage contractsOversee the collection and analysis of financial dataOversee the preparation of reportsAdvise senior managementAssign, co-ordinate...

  • Financial Manager

    6 months ago

    Surrey, Canada 555 Wireless Ltd. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Plan and control budget and expenditures - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of...

  • Financial Manager

    4 months ago

    Surrey, Canada Maple Quality Professional Services Inc. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Plan and control budget and expenditures - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of financial data - Oversee the preparation of reports - Provide customer service - Keep financial...

  • Financial Manager

    6 months ago

    Surrey, Canada 555 Wireless Ltd. Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Plan and control budget and expenditures - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of...

  • Financial Manager

    1 month ago

    Surrey, Canada 555 Wireless Full time

    Education: Bachelor's degree - Experience: 1 year to less than 2 years - **Tasks**: - Plan and control budget and expenditures - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and analysis of financial data - Oversee the preparation of reports - Provide customer service - Keep...