Financial Empowerment Program Coordinator
4 weeks ago
WoodGreen is seeking a highly motivated and experienced Financial Empowerment Program Coordinator to join our team. The successful candidate will be responsible for overseeing the operation of our free, year-round income tax filing service and developing, coordinating, and facilitating group workshops to clients and professionals on financial topics relevant to living on a low income.
Key Responsibilities:
- Coordinate the intake/appointment booking functions for the FE and Income Tax services and provide training/oversight to students and volunteers.
- Perform light-touch financial empowerment interventions with clients (e.g. tax returns, access Notices of Assessment from CRA records, support clients in completing financial applications).
- Maintain timely documentation/case notes in program database regarding any direct client services provided, and support volunteers and students in accurate data entry.
- In collaboration with other staff, coordinate the scheduling and operation of tax volunteer training and tax clinic service delivery, and provide instruction/oversight to volunteers.
- Monitor volunteer performance, provide constructive feedback, and conflict resolution.
- Collaborate with leadership-level volunteers to support skill development of new volunteers, prioritizing high quality and respectful customer service.
- Develop and facilitate Financial Literacy Workshops to a diverse group of clients on a variety of financial topics relevant to living on a low income (tax filing and benefits access, debt and credit management, budgeting and money management, banking, low-income retirement planning, etc.).
- Coordinate and maintain schedule of workshop bookings, and book appropriate volunteer support where needed.
- Perform outreach and networking activities as needed to build relationships with strategic community partners to reach target client groups.
- Collect attendance records, client feedback forms, and administer research and evaluation surveys with participants.
- Participate in program planning and development activities.
- Collaborate with FE Supervisor & FE Manager to develop and execute plans for new client service intake and delivery innovations as part of newly funded projects.
- Provide support to other programs looking to connect their clients with FE services.
Requirements:
- Bachelor's Degree in Social Work, Finance, Business Administration, or a related field.
- 2+ years' experience coordinating program delivery and facilitating workshops in the social services sector.
- Experience performing intake or outreach with marginalized and vulnerable populations, participation with a Community Volunteer Income Tax Program (CVITP) and/or coordinating a large volunteer program is considered an asset.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
-
Financial Empowerment Program Coordinator
4 weeks ago
Toronto, Ontario, Canada WoodGreen Full timeJob Title: Financial Empowerment Program CoordinatorJob Summary:WoodGreen is seeking a highly skilled and dedicated Financial Empowerment Program Coordinator to oversee the operation of our free, year-round income tax filing service and develop, coordinate, and facilitate group workshops to clients and professionals on financial topics relevant to living on...
-
Financial Empowerment Program Coordinator
4 weeks ago
Toronto, Ontario, Canada WoodGreen Full timeJob Title: Financial Empowerment Program CoordinatorJob Summary:WoodGreen is seeking a highly skilled and dedicated Financial Empowerment Program Coordinator to oversee the operation of our free, year-round income tax filing service and develop, coordinate, and facilitate group workshops to clients and professionals on financial topics relevant to living on...
-
Empowerment Coach
2 days ago
Toronto, Ontario, Canada Inspired Balance Life Full timeUnlock Your Potential as an Empowerment CoachThis is a dynamic growth-focused opportunity designed for driven individuals who are excited to empower others and drive positive change.As an empowerment coach, you will partner with a leader in the personal development industry to deliver innovative programs that help individuals set meaningful goals, overcome...
-
Program Coordinator
4 weeks ago
Toronto, Ontario, Canada IFG - International Financial Group Full timeJob Title: Project/Programme Support SpecialistAbout the Role:- We are seeking a highly organized and detail-oriented Project/Programme Support Specialist to provide comprehensive support to project/programme managers.- The successful candidate will be responsible for overseeing time recording and resource demands, providing project and resourcing support,...
-
Financial Literacy Program Coordinator
1 week ago
Toronto, Ontario, Canada Adecco Canada Full timeJob Title: Financial Coaching and Education CoordinatorAdecco in partnership with our client are currently hiring a full-time motivated and compassionate Financial Coaching and Education Coordinator to lead their financial literacy programs.About the RoleIn this role, you will develop, coordinate, and deliver educational workshops and personalized coaching...
-
Program Coordinator
4 weeks ago
Toronto, Ontario, Canada IFG - International Financial Group Full timeJob Title: Project/Programme Support SpecialistAbout the Role- We are seeking a highly skilled Project/Programme Support Specialist to join our team in Toronto, Canada. The successful candidate will provide comprehensive support to project/programme managers, ensuring efficient resource utilization, managing communications, and maintaining project governance...
-
Financial Services Coordinator
3 days ago
Toronto, Ontario, Canada ORION Financial Services Full timeJob DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.
-
Youth Program Coordinator
2 days ago
Toronto, Ontario, Canada WoodGreen Full timeAt WoodGreen, we are seeking a dedicated and enthusiastic Youth Program Coordinator to lead our after-school program for children aged 6-12. The ideal candidate will have experience planning and implementing activities that foster skills development, leadership, and high self-esteem in this age group.About the PositionThis is an exciting opportunity to join...
-
Education Program Coordinator
4 days ago
Toronto, Ontario, Canada Adecco Canada Full timeJob SummaryAdecco in partnership with our client are currently hiring a full-time 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...
-
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we're seeking a skilled Project Manager to join our Enterprise Program Management Office. In this role, you'll provide support to the CI Financial Group of Companies with planning, executing, and implementing program components of medium complexity, adhering to deadlines and approved budgets.You'll coordinate the efforts of extended CI team...
-
Compliance Expert
1 week ago
Toronto, Ontario, Canada CI Financial Full timeAt CI Financial, we strive for a workplace culture that fosters empowerment, innovation, and growth. As a Compliance Officer, you will play a critical role in upholding internal procedures and regulatory requirements. This position involves conducting compliance tasks, reviewing external statements, and reporting results. You will also be responsible for...
-
Compliance Program Manager
4 weeks ago
Toronto, Ontario, Canada CI Financial Full timeJob OverviewCI Financial is seeking a highly skilled Compliance Manager to join our Enterprise Compliance Team. This role will play a critical part in developing, enhancing, and maintaining our Enterprise Compliance programs, ensuring adherence to regulatory requirements and industry standards.Key ResponsibilitiesCreate and document new processes and...
-
Program Manager
4 days ago
Toronto, Ontario, Canada CI Financial Full timeJob Description:We are seeking a highly skilled Program Manager to join our Enterprise Program Management Office (EPMO) at CI Financial. As a key member of our team, you will play a critical role in planning, executing, and delivering program components of medium complexity.About the Role:Provide support to the CI Financial Group of Companies with planning,...
-
Financial Coach and Program Specialist
2 days ago
Toronto, Ontario, Canada Adecco Canada Full timeJob DescriptionAdecco Canada, in partnership with our client, is seeking a full-time Financial Coaching and Education Coordinator to lead financial literacy programs. This role requires a motivated and compassionate individual to develop, coordinate, and deliver educational workshops and personalized coaching sessions.In this position, you will empower...
-
Financial Operations Coordinator
4 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeAbout the Role:The Financial Operations Coordinator will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients.Key Responsibilities:Processing ATON or Manual account transfers in and out requests, according to service level agreements, regulatory requirements and...
-
Financial Operations Coordinator
4 weeks ago
Toronto, Ontario, Canada Questrade Financial Group Full timeAbout the RoleThe Financial Operations Coordinator will be responsible for ensuring the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients. This role requires strong organizational and multitasking capabilities, as well as excellent communication and collaborative skills.Key ResponsibilitiesProcessing...
-
Financial Planning and Governance Lead
4 days ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeThe Toronto-Dominion Bank (Canada) is a leading global financial institution, and we are currently seeking an experienced Financial Planning and Governance Lead to join our team. As a key member of the Global Compliance Department, you will be responsible for maintaining and providing financial analytics, business planning, and coordination across the Global...
-
Financial Coaching and Education Program Lead
3 weeks ago
Toronto, Ontario, Canada Adecco Canada Full timeFinancial Coaching and Education Coordinator OpportunityAdecco Canada is 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...
-
Financial Coaching and Education Program Manager
4 weeks ago
Toronto, Ontario, Canada Adecco Canada Full timeFinancial Coaching and Education CoordinatorAt Adecco Canada, we are seeking a highly motivated and compassionate Financial Coaching and Education Coordinator to lead our 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 Coaching and Education Program Lead
4 weeks ago
Toronto, Ontario, Canada Adecco Canada Full timeAdecco 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...