Financial Education Manager

Coast Capital Savings; Surrey; Hybrid; CAD 80,000 - 105,000; Full time

Job summary

Join a forward-thinking cooperative dedicated to building a better future for its members and community. As a Financial Education Manager, you will design and implement impactful financial education programs, leveraging your expertise to empower individuals and communities. This role offers the chance to lead a passionate team, collaborate with diverse stakeholders, and make a real difference in people's lives. With a commitment to equity, diversity, and inclusion, this innovative firm fosters a culture where every voice is valued, and growth is encouraged. If you're ready to inspire change and drive financial literacy, this opportunity awaits you.

Benefits

Comprehensive customizable benefits

Retirement options

Mortgage and auto financing benefits

Employee volunteer program

Recognition programs

Flexible work options

Community reinvestment initiatives

Award-winning culture

Ongoing focus on equity and inclusion

Qualifications

• 4-6 years of experience in financial education or related fields.
• Strong knowledge of financial principles and best practices.
• Ability to develop and deliver educational programs.

Responsibilities

• Design and deliver a comprehensive financial education program.
• Lead a team of volunteers to provide effective financial education.
• Evaluate program effectiveness and make recommendations for improvement.

Skills

Financial Education

Instructional Design

Communication Skills

Leadership

Data Analysis

Relationship Building

Knowledge of Financial Principles

eLearning Solutions

Adult Learning Theory

Project Management

Education

Bachelor's Degree in Business or related areas

Tools

Learning Management System

MS Office Suite

PowerPoint

Job description

At Coast Capital, we’re not dreaming about a better future, we’re building one.

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.

Location(s): Surrey and Vancouver - Lower Mainland

Job Type: Full Time

myWork Options: In-person, Hybrid

Starting Salary Range: $80,800-$105,000

• Enhanced Criminal Record Check
• Credit Check
• Identity Verification
• References

Job Purpose
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.

Accountabilities

• 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.

Skills and Qualifications

• 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.
• Ability to build and maintain relationships with diverse collaborators.

Equity, Diversity & Inclusion at Coast Capital

Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.

At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit our employees, our members, and our community.

We strive to provide an accessible candidate experience for our candidates with different abilities. If you require any accommodations, please contact [e-mail] or call 778-391-5836. We will work with you to meet your needs.

Why join Coast Capital Savings?

• Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities.
• Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we’re doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive.
• A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership.
• Work where you’re most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role.
• Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle.
• Retirement options. We also take care of our employees once they retire. That’s why we offer the choice of a defined contribution or defined benefit pension plan or RSP’s.
• Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits.
• Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We’re human, which means we like to have fun with events, celebrations, and recognition throughout the year.
• An award winning culture. We’re a Platinum member of Canada’s Best Managed Companies and are regularly recognized by Canada’s Most Admired Corporate Cultures and the BC Top Employers Awards.
• We reinvest 10% back into the community. When we do well, our communities do well. That’s why since 2000 we’ve invested over $90 million into our member’s communities.
• Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice.

D&I at Coast

At Coast Capital, we value diversity, equity and inclusion. We’re not all the same and we like it that way. We don’t just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.