Financial Coaching and Education Program Lead

4 weeks ago

Toronto, Ontario, Canada Adecco Canada Full time

Adecco Canada is currently seeking a highly motivated and compassionate Financial Coaching and Education Coordinator to lead their financial literacy programs. In this role, you will develop, coordinate, and deliver educational workshops and personalized coaching sessions that empower participants to make informed financial decisions.

Responsibilities:
  • Coordinate all financial coaching and education programs, including GOLD.
  • Act as the primary contact for financial literacy education programs with external organizations.
  • Schedule financial literacy education webinars and workshops, collect presentation requirements, and coordinate requests for our team of Education Facilitators.
  • Maintain ongoing relationships with partner organizations, including refreshing contact when appropriate.
  • Coordinate virtual meetings & classes, update program materials, and build all schedules, including facilitator assignments.
  • Manage program communications with participants and external/third-party organizations & individuals.
  • Complete all onboarding tasks for financial coaching or webinar participants.
  • Complete regular credit checks on financial coaching participants. Enter and monitor the results in our CRM.
  • Develop and review program reports regularly to share data and insights with the Financial Coaching Manager.
  • Assist the Financial Coaching Manager in promoting GOLD and vetting participants.
  • Assist Education and Marketing staff with promotional activities such as outreach and engagement with external partners.
  • Provide other assistance to the Financial Coaching Manager as needed.
Qualifications:
  • 2-3 years' experience providing high-quality customer service in a call center, retail, or service-based environment.
  • Superb organizational, communication (verbal/written), and interpersonal skills.
  • Proficiency with Zoom, Microsoft Office (Word, Excel, Outlook), and Google suite.
  • Proficiency in Hubspot is an asset.
  • Detail-oriented approach with the ability to work well under pressure.
  • Interest/experience in personal finance is a plus.
  • A role model of integrity and high personal standards.
  • A highly accountable results-producer with a proven track record and an exceptional ability to take initiative and follow through.
  • Able to analyze data and think critically to uncover insights and identify solutions that will influence program direction.
  • An innovator who embraces change and seeks out new ideas, learning, and opportunities.
  • Transparent and inclusive with top-notch skills in communication and rapport.
  • Impeccable with time management and have the ability to self-manage responsibilities.
  • Passionate about making a meaningful difference through Education.
  • Skilled in serving a multicultural public in a personable and empathetic manner.
  • Must be bondable.

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