Financial Support Worker

About the Job: The Financial Support Worker is responsible for delivering a range of financial support services that empower individuals experiencing mental health, substance use, housing, and financial challenges to achieve greater financial independence and stability. The role includes providing one-on-one financial literacy education, budgeting support, trusteeship services, and financial case management tailored to each client's goals and recovery journey. The Financial Support Worker is also responsible for maintaining accurate financial records, and managing program-related financial documentation using accounting software and spreadsheet systems. Working collaboratively with the Finance Manager and interdisciplinary teams, the Financial Support Worker helps ensure clients have access to appropriate benefits, income supports, and community resources while supporting housing retention and overall wellbeing. Through a client-centered, recovery-oriented, and trauma-informed approach, the Financial Support Worker plays a key role in helping clients develop the knowledge, skills, and confidence needed to manage their finances effectively and maintain successful community living. Duties and Responsibilities: * Provide clients with financial-based case management including but not limited to; budgeting to align with Wellness plan and program guidelines, housing retention support, and financial literacy counselling * Provide voluntary trusteeship and financial literacy through one-on-one counseling and case management for program participants which may include arranging appropriate benefits and entitlements from Ontario Disability Support Program, CPP, Ontario Works, debt sources and other income programs * Develop and deliver financial literacy workshops * Administer the daily accounting and financial management of the program * Data Entry, spreadsheet development/management, book keeping and reconciliation * Ensure appropriate records are kept and ensure that statistical information is maintained as per agency standards * Develop program materials, accounting practices, and financial tools in collaboration with Program Managers and Finance staff * Work collaboratively with partnering organizations for mediating housing retention at The Landlord Tenant Board * Complete evaluations and feedback surveys with applicants and/or their families * Understand and be able to integrate a philosophy of client-centred care into daily responsibilities * Demonstrate a strong commitment to quality care and service delivery based on SHIP’s Mission and Values * Adhere to agency Health & Safety Program and the Client Safety Framework in the promotion of client safety * Perform additional duties as required/delegated by Management Qualifications: * Diploma or Degree in Social Services, Community Services, Human Services, Business Administration, Accounting, Finance, or a related field, or an equivalent combination of education and relevant experience * Minimum two (2) years of experience supporting individuals experiencing mental health, substance use, homelessness, poverty, or other complex life challenges * Experience providing financial literacy education, money management support, budgeting assistance, trusteeship services, or other financial case management supports * Experience maintaining accurate financial records, including bookkeeping, account reconciliation, recording cheques and deposits, and managing client financial transactions * Proficiency in QuickBooks or similar accounting software, with demonstrated experience maintaining financial records and generating reports * Advanced proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook, including the ability to develop and maintain spreadsheets and tracking systems * Demonstrated ability to manage multiple client financial accounts with a high degree of accuracy, organization, confidentiality, and attention to detail * Knowledge of basic bookkeeping and accounting principles sufficient to manage program financial records and client trust accounts * Experience assisting individuals in accessing income supports and benefits, including Ontario Disability Support Program (ODSP), Ontario Works (OW), CPP, and other financial assistance programs * Demonstrated understanding of the impacts of mental health challenges, substance use, homelessness, trauma, and poverty, and their intersection with financial stability * Strong interpersonal, engagement, and relationship-building skills, with the ability to work effectively with vulnerable and marginalized individuals * Experience collaborating with community partners, landlords, government agencies, and other service providers to support client outcomes * Strong assessment, problem-solving, risk management, and documentation skills * Ability to work independently while exercising sound judgment and maintaining professional boundaries * Valid Ontario Class "G" Driver's License * Access to a reliable vehicle with appropriate insurance coverage * Valid certification in CPI, CPR/First Aid, and ASIST, or willingness to obtain within a specified timeframe * Bilingual candidates are encouraged to apply Reporting Function: The Financial Support Worker will report directly to the Finance Manager. They may have program requirements assignment by the Program Manager. They will work with both internal and external partners and will interact with all levels within the organization. They will be a support system, resource, and an advocator for the team and Organization. Working Conditions and Physical Requirements: * Temporary position until July 27, 2027 * Hours are typically from Monday – Friday, 8:30am – 4:30pm but may vary depending on client needs including evenings and weekends as required * Average amount of physical effort is required * Able to sit/stand for prolonged periods of time * Able to answer and communicate telephone calls and general computer use * Able to lift up to 20lbs (product, documents, etc.) * Vehicle travel to sites for visits/walk-throughs and open doors as required Ship Values: * Compassion, Hope, Inclusive, Respect, Professional Monday – Friday, 8:30am – 4:30pm Union | 37.5 hours per week

The Financial Support Worker provides financial literacy education, budgeting assistance, and trusteeship services to empower clients facing mental health and housing challenges. They also manage program-related financial documentation, perform bookkeeping, and collaborate with interdisciplinary teams to ensure access to income supports.

Candidates must possess a diploma or degree in a relevant field and at least two years of experience supporting vulnerable populations with financial management. Proficiency in accounting software like QuickBooks and Microsoft Office, along with a valid driver's license and access to a vehicle, is required.

• Microsoft OfficePreferred
• Data entryPreferred
• BookkeepingPreferred

Identified from the job description. Confirm important requirements above.

• Financial Literacy Education
• Budgeting Support
• Trusteeship Services
• Financial Case Management
• Bookkeeping
• Account Reconciliation
• QuickBooks
• Microsoft Office
• Data Entry
• Client-Centered Care
• Trauma-Informed Approach
• Crisis Intervention
• Income Support Advocacy
• Risk Management
• Documentation
• Interpersonal Skills
• Support Services
• Trauma Informed Approaches
• Trust Accounts
• Lifting Ability
• Cardiopulmonary Resuscitation (CPR) Certification
• First Aid Certification
• Valid Driver's License
• Compassion
• Microsoft Excel
• Accounting
• Accounting Software
• Budgeting
• Reconciliation
• Deposit Accounts
• Mental Health
• Multilingualism
• Business Administration
• Management
• Case Management
• Social Work
• Spreadsheets
• Confidentiality
• Development Management
• Finance
• Financial Management
• Financial Accounting
• Financial Literacy
• Financial Statements
• Human Services
• Problem Solving
• Mediation
• Microsoft Outlook
• Money Management
• Program Management

• Social Services
• Finance & Accounting
• Administrative
• Financial Support Worker
• Caregiver / Personal Care Aide
• Companions and Valets
• Personal Care Aides
• Home Health and Personal Care Aides

Minimum education

Professional degree

Minimum experience

2+ years

Posting language

English

Working hours

38 hours per week