
Financial Trustee - Full Time
The successful candidate will have the ability to nurture supportive, trusting relationships and provide ongoing support to assist Members in achieving their financial goals. When you join us as a Financial Trustee you will be working within a passionate social service organization that puts people first, values your expertise, invests in your future through professional development opportunities and offers robust benefits including a defined benefit pension plan. This program is funded through the City of Toronto's Housing-Focused Client Supports portfolio, and its primary objective is housing retention and stabilization.
Consider joining our team today and leverage your unique skills to positively impact the quality of life of PARC Members.
OPPORTUNITY
Reporting to the Manager, Member Programs and Services, the Financial Trustee is part of a unique team focused on promoting independence and quality of life through by developing responsive, person-centered care plans that address the issue(s) most impacting the Member’s ability to maintain housing in the community.
The individual in this role will facilitate overall well-being and resilience by helping Members to better manage their money, pay bills on time and learn basic money management skills such as budgeting, how to use a bank/ATM and the use of credit and interest rates. Advice, advocacy and professional support will be offered to manage a wide range of financial issues as they arise and to help Members cope with change. These interactions will foster hope in the possibility of a recovery and will build stability and improved quality of life through a focus on individual growth, development, and financial independence. When necessary, the Financial Trustee will facilitate referrals and warm connections to other services, both internal and external, to PARC.
RESPONSIBILITIES
-
Conduct intake assessments and determine eligibility for the Money Matters Program.
-
Deliver voluntary, member-directed trusteeship services: assist with identification, bank accounts, income management (e.g. OW/ODSP), rent and bill payments, and budgeting.
-
Facilitate 1:1 coaching and group workshops to promote financial literacy, independence, and long-term stability.
-
Build and maintain respectful, professional relationships with members, landlords, creditors, banks, and other key partners.
-
Refer members to internal and external supports and services based on individual needs.
-
Maintain accurate case notes and reporting using Pirouette software.
-
Contribute to the creation and refinement of program policies and financial accountability procedures.
-
Oversee administrative functions including file room organization, TTC distribution, and document archiving.
-
Collaborate with an interdisciplinary team to ensure coordinated, high-quality service delivery.
-
Stay informed of best practices in areas such as harm reduction, mental health, housing, and community development.
-
Participate in ongoing training, team meetings, and quality improvement activities.
-
Other duties as assigned.
- Undergraduate degree in social work, community services, or related field; or equivalent combination of education and relevant experience.
-
Minimum 3 years’ experience working with adults living with mental health and/or substance use challenges, ideally in a community-based setting.
-
Demonstrated experience supporting individuals with personal financial management and financial literacy.
-
Knowledge of financial assistance programs (OW, ODSP, CPP, OAS), tax systems, and identification processes.
-
Skilled in financial record keeping and basic bookkeeping.
-
Current First Aid/CPR certification or willingness to obtain.
-
Exceptional interpersonal and coaching skills, with the ability to navigate crises and maintain professional boundaries.
-
Strong written and verbal communication skills for working with diverse stakeholders.
-
Deep commitment to anti-oppression, anti-racism, harm reduction, recovery, and trauma-informed care frameworks.
-
Understanding of relevant legislation including the Landlord and Tenant Act, PHIPA, and Human Rights Code.
-
Familiarity with documentation standards and case management practices.
-
Proficiency with Microsoft Office (Excel, Word, PowerPoint), Smartsheet, and case management systems.
-
Fluency in a second language is considered an asset.
Note: A Vulnerable Sector Police Reference Check will be required as a condition of employment. PARC will reimburse the cost for obtaining such a check.
WHY YOU SHOULD JOIN US
We are an organization that puts people first, values your expertise, invests in your future through professional development opportunities and offers robust benefits, including a defined benefit pension plan.We have a generous total compensation and benefits package, which includes:
- 15 days paid vacation
- 18 days paid sick leave
- Pension Plan membership
- Employer paid health insurance
- 37.5 hours per week
- Lieu time available
Please note that we will be conducting rolling interviews until the position is filled
If you have any requirements for accommodation due to disability, please advise Human Resources during the recruitment and selection process. We will work with you to best meet your needs as per resources available to us.
Salary range
- CA$27 - CA$30 per hour