Financial Counsellor
Core
Provide comprehensive, client-focused financial counselling services to individuals, families, and communities to help them build financial resilience and achieve long-term stability.
Role type
Financial Counsellor (Case Management)
Builds
Client financial stability and resilience
Domain
Social Services / Financial Counselling
Deliverable
client delivery
Required skills
Case management, financial assessment, intervention planning, community partnership building, accurate case noting, cultural competency with First Nations and CALD communities
Preferred skills
Nearing completion of Diploma in Financial Counselling
Responsibilities
Conduct assessments and implement tailored interventions aligned with best-practice financial counselling standards; deliver case management by gathering and distributing financial materials and directing clients to appropriate services; build community connections through local forums and collaboration with service providers