Financial Counsellor
Core
Provide holistic financial counselling, advocacy, and referral to resolve financial hardship and support community members toward financial stability.
Role type
Financial Counsellor
Builds
Financial stability and inclusion for diverse community members
Domain
Social services / Financial wellbeing
Deliverable
client delivery
Required skills
financial assessment, intake and triage, case management, advocacy, data entry, stakeholder relationship management
Preferred skills
experience with family violence survivors, work with CALD backgrounds, MARAM training, knowledge of contemporary practice frameworks
Responsibilities
Conduct high-quality intake and assessment (phone/face-to-face), complete comprehensive financial counselling case work, maintain accurate and confidential records, report emerging trends and unmet needs, support service integration across programs