Case Manager-Financial Empowerment and Wellbeing Program

Be the Spark! Join our passionate team and help us to achieve great things in our community!

The Case Manager (Financial Empowerment & Wellbeing) provides a broad range of services to help increase the financial well-being of low-income adults in different communities across the GTA by engaging participants collaborating with partners and interacting with the communities. The Case Manager also develops implements and evaluates financial empowerment tools including but not limited to training workshops webinars and self-learning materials meeting the aspiration and project mandates. The Case Manager develops a service plan and records financial empowerment activities to streamline the services ensuring customer service excellence.

In this role you will:

• Interviews assesses and assists participants to achieve their financial empowerment and wellbeing goals through identifying and following up on a plan of action to achieve those goals.ââ
• Provides one-to-one coaching and motivation. Prepares participants for financial empowerment and wellbeing education engagement self-learning and awareness through the facilitation of (i) income expenses and budget (ii) banking insurance and financial tools (iii) saving and investment (iv) credit and debt management (v) dealing with mortgage (vi) income tax and benefits (vii) retirement plan (viii) financial planning (ix) identity theft and fraud protection and (x) digital platform for financial wellbeing workshops.
• Assists with the development and maintenance of workshop material; updates curriculum when needed.
• Supports the Online Learning Platform Specialist with the creation of learning materials for the general public
• Prepares for and facilitates in-class learning; engages participants makingâworkshops interactive and relevant.
• Advocates on behalf of participants to community services and programs that will move them closer to their financial empowerment and wellbeing goals.âConsults with team members and community partners to find empowerment opportunities and monitor progress ensuring case management.âParticipates in outreach events/ activities through collaboration and relationship development with community partners.
• Refers members to appropriate program service providers or community agencies based on personal needs and goals of participants
• Ensures self-management of program targets related to the Financial Empowerment and Wellbeing program delivery and funder expectations; completes and maintains members files as per funder and YMCA quality standards.
• Completes case note documentation workshop attendance and handles confidential data; ensures quality audit measures are achieved in accordance with the YMCA and funders standards.
• Demonstrates appropriate behaviours in line with our Mission Vision and Values as reflected in our YMCA competencies; takes a member focused approach to increase their understanding of programs offered across the Association. Represents the YMCA and the Association in a professional manner.
• Understands the legal responsibilities and moral imperative to report suspected child abuse to Child Protection Services.
• Understands the importance of the volunteer staff partnership and integrates the value of philanthropy and volunteerism in dealings with members volunteers donors and staff.
• Other duties as assigned.

You bring:

• University Degree preferred or College Diploma in Business Management Financial Services or relevant training/experience
• Completion of Personal Financial Services Advice courseâfrom the Canadian Securities Institute is an asset (not required)
• Minimum 2 years counselling financial services and/or case management is an asset
• Previous demonstrated experience with group facilitation or training is an asset
• Superior presentation and written communication skills with the ability to provide excellent service delivery
• Able to motivate and encourage others; familiarity and understanding of various tools to assist with financial well-being and empowerment
• Proficient with computer applications e.g. Microsoft Office 365 and Internet search engines
• Previous working experience with virtual platforms
• Able to visualize understand and articulate YMCA outcomes
• Well-developed interpersonal and relationship-building skills; ability to establish rapport and excellent communication with members staff and volunteers
• Excellent written communication skills
• Commitment to working in a socially inclusive environment responding with sensitivity and personal awareness to the diverse needs of members including visible and non-visible dimensions of diversity
• Flexibility regarding assigned working hours including evenings and weekends
• Excellent understanding of diversity inclusion and equity including the ability to identify and address barriers work effectively with diverse stakeholders and integrate equity into program design

What you need to succeed:

Commitment to the YMCAs Mission Vision and Values

Focus on the health safety and wellbeing of all children youth and vulnerable people in YMCA programs including understanding legal and moral obligations related to reporting suspected child abuse to Child Protection Services

YMCA Competencies: Accountable Relationship-Builder Improvement-Orientated Team Player & Leader Equity and Wellbeing Promoter

Why work for the YMCA

The YMCA of Greater Toronto is a charity that ignites the potential in people helping them grow lead and give back to their communities. We are committed to helping our employees reach their full potential and are recognized as a great place to work. We offer meaningful jobs and the opportunity to make a difference in the lives of individuals and the health of our communities. See what you can expect from the YMCA here.

Joining the Y means contributing to over 165 years of providing opportunities for people to shine through programs and services like health and fitness licensed child care camps employment and immigrant services education and training and services for youth families and seniors. Learn more in our strategic plan Ignite the Light which outlines how we are focused on boosting well-being and promoting equity across the Greater Toronto Area.

The YMCA of Greater Toronto is committed to Diversity Equity Inclusion and Belonging. We strive to remove barriers to employment and recognize that diverse staff who reflect the communities we work in enrich the experiences of our participants and our team. As an equal opportunity employer we invite applications from all qualified candidates including racialized people/people of colour Indigenous Peoples disabled people/people with disabilities and members of 2SLGBTQIA communities.

If we can make the recruitment process more accessible for you please let us know when we reach out about a job opportunity so we can work with you to accommodate your needs.

In keeping with our commitment to safety and child protection job offers are contingent on the successful completion of a Police Records Check. Within the first four months and every three years thereafter a Vulnerable Police Records Check is required. Learn more about these checks here.

The YMCA only considers applicants who are legally entitled to work in Canada. We thank all applicants for their interest however due to the volume of applications we receive we can only contact candidates who are selected for an interview.

Check out the next steps in our recruitment process and see what others are saying about working at the YMCA.

Required Experience:

Manager