Financial Wellness Coach

ROME GROUP; Quebec; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking organization as a Financial Wellness Coach, where you'll empower individuals to achieve their financial goals. In this dynamic role, you'll conduct assessments, create personalized action plans, and lead educational workshops that promote financial literacy. You'll also collaborate with community partners to enhance programming and support low-income communities. This position offers a unique opportunity to make a meaningful impact while receiving comprehensive training in Financial Social Work. If you're passionate about helping others and thrive in a collaborative environment, this role is perfect for you.

Qualifications

• Bachelor's degree in Social Work or related field is required.
• At least one year of experience in social services with case management.

Responsibilities

• Conduct intake assessments and develop S.M.A.R.T. action plans for participants.
• Lead financial and wealth management education workshops.
• Maintain relationships with community partners to enhance services.

Skills

Case Management

Public Speaking

Financial Management Tools

Organizational Skills

Problem-Solving

Bilingual (English and Spanish)

Education

Bachelor's degree in Social Work

Master's degree in Social Work

Job description

Position Description:

LifeWise StL is seeking a dedicated full-time Financial Wellness Coach to establish and nurture relationships with participants, aiding them in developing and achieving their economic wellness goals. The ideal candidate will possess a deep understanding of each participant’s holistic needs, including addressing immediate basic needs and employing effective goal-setting techniques. This role involves crafting personalized plans to help participants overcome economic barriers and promoting a culture of asset building and financial wellness among low-income communities, including both native and foreign-born participants.LifeWise StL will also provide training and certification in Financial Social Work to equip for success in this role.

Primary Duties and Responsibilities:

• Client Engagement and Support:Conduct formal intake assessments, develop S.M.A.R.T. action plans, and provide ongoing one-on-one coaching to help participants set and achieve their financial goals.
• Educational Programming:Co-facilitate and lead financial and wealth management education workshops, tailored to enhance participant understanding and skills in financial management.
• Data Management and Reporting:Ensure accurate data entry and management to uphold the integrity of program outcomes. Assist in marketing and outreach efforts to recruit and retain program participants.
• Professional Development:Engage in required trainings and professional development opportunities, which are fully supported and financed by LifeWise StL.
• Community Collaboration:Maintain and build productive relationships with volunteers, community partners, and staff to support holistic, client-focused programming. Actively embrace the collaborative spirit of LifeWise StL by participating in staff meetings, strategic planning, and community engagements, working alongside all stakeholders to enhance our services.

Required Experience and Skills:

• Educational Requirements:Bachelor’s degree in Social Work or a related field required; Master’s degree preferred.
• Experience:At least one year of experience in social services, with specific skills in one-on-one case management or counseling required. Experience in facilitating any type of group is necessary, with a preference for those who have led psychoeducational groups.
• Knowledge and Skills:
  • Basic understanding of financial management tools and terminology.
  • Proficient in public speaking and able to facilitate discussions effectively in group settings.
  • Excellent organizational skills, attention to detail, and the ability to work independently with minimal supervision.
  • Knowledge of the St. Louis social service landscape including TANF, SNAP, WIC, etc.
• Additional Skills:Experience with financial services and products is a plus.Bilingual abilities in English and Spanish are highly desirable.
• Personal Qualities:Strong initiative, problem-solving skills, and the ability to adapt flexibly to change.

Working Conditions:

• Ability to work a flexible schedule, including some non-traditional hours (evenings) as needed.
• Participation in a dynamic, collaborative, and fast-paced environment.

How to Apply:
Please send your resume and a cover letter to [e-mail], with “Financial Wellness Coach” in the subject line.

LifeWise StL is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.