Bihan S.

Case Manager @YMCA of Greater Toronto

Toronto, ON, CA

1) Provides one-to-one coaching and motivation. Prepares participants for financial empowerment and wellbeing education, engagement, self-learning, and awareness through the facilitation of (i) income, expenses, and budget,(ii) banking, insurance, and financial saving and investment,(iv) credit and debt management,(v) dealing with mortgage,(vi) income tax and benefits,(vii) retirement financial planning,(ix) identity theft and fraud protection, and (x) digital platform for financial wellbeing workshops. 2) Assists with the development and maintenance of workshop material; updates curriculum when needed. 3) Supports the Online Learning Platform Specialist with the creation of learning materials for the general public 4) Prepares for and facilitates in-class learning; engages participants making workshops interactive and relevant. 5) Advocates on behalf of participants to community services and programs that will move them closer to their financial empowerment and wellbeing goals. Consults with team members and community partners to find empowerment opportunities, and monitor progress ensuring case management. 6) Participates in outreach events/ activities through collaboration and relationship development with community partners. 7) Refers members to appropriate program service providers or community agencies based on personal needs and goals of participants.