Coordinator, Financial Programs (Permanent, Full-Time) (Toronto)

Coordinator, Financial Programs (Permanent, Full-Time) (Toronto)

10 Aug
|
The 519
|
Toronto

10 Aug

The 519

Toronto

This posting is for an existing vacancy.

PRIMARYFUNCTION

Reporting to the Manager,CommunityProgramsand Services,the Coordinator, FinancialPrograms is responsible fordeveloping, coordinating, and delivering financial empowerment programs, including financial education workshops, one-on-one coaching, benefits navigationandtax clinic operationsthroughvirtual and in-person service delivery models.The role advances The 519 mandate to reduce poverty, improve economic stability, and increaseequitableaccess to financial systems for marginalized communities,with a focus on 2SLGBTQ+ individuals.

KEYACCOUNTABILITIES

- Develop and facilitate financial education modules throughvirtual and in-person servicedelivery modelson topics such as budgeting, credit, debt management, saving, and financial planning.
- Complete client intakes and provide one-on-one financial coaching and counselling to clients, including financial assessments, budgeting support, goal-setting, and financial action planning.
- Support clients with benefits navigation, including identifying, applying for, and maintaining access to government incomesupportsand tax credits.
- Assist clients in understanding financial systems, improving financial confidence, and making informed financial decisions.
- Act asthe primaryliaison tosupportthe tax clinic lead and volunteers, providing coordination and day-to-dayeffectiveoperational support.Troubleshoot issues related to CRA tax preparation software andescalatecomplex issues as needed.
- Support volunteer onboarding, scheduling, and communication to ensure smooth and timely tax clinic operations.Help ensure accurate, timely tax filings and adherence to CRA and organizational standards.
- Develop and implement community volunteer engagement strategies with leadership volunteers who have a wide range of expertise and are interested and engaged in supporting various mentorship activities related to financialliteracy andstability for 2SLGBTQ+ communities.
- Maintain accurate and confidential client records, financial plans, and service outcomes in designated data systemsensuringcompliance with privacy, confidentiality, and ethical standards in all client interactions.
- Maintain accurate service data in Salesforce and other reporting systems to support program evaluation and funder reporting.
- Collaborate with internal teams and external partners to align financial programs with broader service offerings.
- Prepareannualserviceworkplansinalignmentwithdepartmentalpriorities.
- Participateinstaffmeetings,programdevelopmentsessions,andteambuilding opportunities as required.
- Implement and abide byThe519’s policies and procedures and meet the expectations of the Toronto Public Service By-law.



Comply with all applicable legislation and regulations includingcoordinationandtrainingofvolunteers(whereapplicable),confidentiality,MFIPPA and purchasing and inventory control systems.
- ParticipateinandsupportThe519’scross-organizationalactivities,initiatives,andmeetings
- Otherdutiesasassigned.

REQUIREDKNOWLEDGEANDEXPERIENCE

- Post secondary degree and certifications in a relevant discipline or equivalent combination of education and experience related in Finance, Administration and financial planning and credit counselling.
- Excellent understanding of personal finance fundamentals: budgeting, savings, debt management, credit scores, banking products, and financial planning.
- Deep knowledge of government benefits and income supports, including tax credits, social assistance, disability benefits, housingsupports, and other eligible benefits.
- Technical expertise in financial systems, benefits navigation, and tax processes, including the ability to support volunteers and troubleshoot issues related to CRA-approved tax software. Strong judgment is required when interpreting financial information and providing accurate, appropriate guidance.
- Demonstrated expertise with CRA systems and tax preparation software (or the ability to learn quickly) to support tax clinic operations and volunteer troubleshooting.
- Ability to interpret financial information and explain it clearly to clients with varyingdegreesof financial literacy.
- Comfort working with clients facing financial stress, poverty, debt, or systemic barriers.
- Strong boundaries and ethical judgment when providing financial advice and referrals.
- Strong attention to detail and accuracy in financial documents.
- Experience delivering and facilitating participant-driven programs.
- Demonstrated experience training, supporting and recognizing volunteers.
- Highly developed conflict resolution, problem solving and communication skills.
- Sound decision-making and judgment skills in public relations with the ability to effectively manage communications with community, government agencies, committees and coalitions.
- Experience using trauma-informedand harm reductiveapproaches when supporting individuals facing financial insecurities.
- Commitment to social justice principles and an understanding of the intersection of gender, race, sexuality, and class; this position requires a commitment to and passion for social justice.




- Demonstrated experience integrating anti-racism, anti-oppression and intersectional values and principles into daily practice.
- Demonstrated understanding of the role that communitycentresplay in local neighborhoods.
- Demonstrated ability to work both independently and within a team structure.
- Excellent interpersonal skills with the ability to maintain cooperative working relationships with staff, volunteers, community partners, program participants and the public.
- Demonstrated ability to independently communicate withprogram participants, volunteers, partners, and stakeholders through telephone, video conferencing, and other virtual communication platforms in a qualified and client-centredmanner.
- Ability to follow verbal and written instructions in English, with second language proficiencyconsidered a strong asset.
- Demonstrated ability to work under pressure to meet deadlines, to organize and prioritize work.
- Proficient in Windows, Microsoft Office Suite,MicrosoftTeams,Zoom(or comparable virtual meeting platforms), telephone-based communication systems,and database applications including Salesforce.

POSITIONDETAILS

PositionStatus Full Time,Ongoing

UnionStatus Union Position–CUPELocal 2998 – Wage Grade9

StartingHourly Rate $29.36/hourstartingrate(CityofToronto2026WageGridforUnionStaff) (Range $29.36/hour-$34.00/hour)

Benefits Enrolledinhealth,dental,lifeanddisabilitybenefitsafter completing probation; Mandatory OMERS pension enrollment from day one.

HoursofWork 40hoursperweek,must be able to work flexible hours including weekends and evenings.

Vacation 3weeksperyear;eligibleforuseafterfirstyearofemployment

Location Duetothenatureofthework,thisjobwillbeperformedon-siteatThe519.

Applicantsarerequiredtodemonstrateintheirresumethattheirqualifications match those specified in the job posting.

The519activelyencouragesapplicantsfromallequityseekinggroups.The519embracesdiversityandiscommittedtocreatinganinclusiveworkplace.Ourgoalistoattract,develop,

andretainhighlytalentedemployeesfromdiversebackgroundsallowingustobenefitfromawidevarietyofexperiencesandperspectives.Wethankallapplicants.Noagenciesplease.

Accommodation: The519iscommittedtocreatinganaccessibleandinclusiveorganization.Wearecommittedtoprovidingbarrier-freeandaccessibleemploymentpracticesincompliancewiththeAccessibilityforOntarianswithDisabilitiesAct(AODA).ShouldyourequireCode-protectedaccommodationthroughanystageoftherecruitmentprocess,pleasemakethemknownwhencontactedandwewillworkwithyoutomeetyourneeds.Disability-relatedaccommodationduringtheapplicationprocessisavailableuponrequest.

The 519

519 Church St, Toronto, ON M4Y 2C9

A City of Toronto Agency

Registered charity (119310761-RR0001)

📌 Coordinator, Financial Programs (Permanent, Full-Time) (Toronto)
🏢 The 519
📍 Toronto

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