Financial Literacy Program Manager

Position

Financial Literacy Program Manager

Manager, Member and Community Programs

Indefinite, Full Time

Reporting to the Manager, Member & Community Programs (MCP), the Financial Literacy Program Manager will be the functional lead for execution of the CPA Canada Financial Literacy (Fin Lit) program in BC. In collaboration with 1-2 other team members, this role is responsible for overseeing the Fin Lit program delivery, ensuring the program meets quality standards while upholding the CPA brand.

In addition, this role supports the development and delivery of an Indigenous Financial Literacy strategy while ensuring host organization, volunteer and customer satisfaction.

• Lead CPABC’s Financial Literacy program, overseeing program delivery, performance, and continuous improvement.
• Recommend program priorities and targets (audiences, channels, regions, subject matter) while developing engagement strategies that balance demand, supply, and internal capacity.
• Build and maintain relationships with CPA Canada and key external partners while leading the Financial Literacy components of partner programs (e.g. Student Ambassador Program).
• Represent CPABC and the Financial Literacy program at industry events to promote program awareness and gather insights to inform program strategy and standards.
• Oversee program governance, content adjustments, quality standards, and continuous improvement by integrating feedback (participant, volunteer, host) with performance metrics (e.g. conversion, retention, utilization, ROI, web analytics).
• Support the Manager, MCP in budget planning, quarterly forecasts, and variance reporting.
• Prepare regular impact and performance reports for senior leadership.

• Support development of an Indigenous Financial Literacy strategy in partnership with the Indigenous Engagement Team, strengthening relationships while assessing impact.
• Support the formalizing of, and ensure adherence to, Indigenous engagement protocols (introductions, land acknowledgements, consent and data practices, community liaison roles, cultural competency assessments) in partnership with the Indigenous Engagement Team.
• Visit Indigenous Communities and events to support the Indigenous Engagement team and strategy, build trust with Indigenous host organizations and promote the Fin Lit program.
• Conduct reviews of volunteer cultural competency for Indigenous Financial Literacy sessions, ensuring volunteers and hosts are appropriately matched based on knowledge and experience.

• Serve as key point of contact for partners, hosts, volunteers, sponsors and industry leaders.
• Lead program outreach activities (e.g. bulletins, social media, info sessions, etc.) and execution across channels and segments to optimize program and participation growth.
• Identify and recommend potential strategic engagements that amplify reach and impact, including multi-year agreements and enhanced sponsorship arrangements.
• Implement partner/host governance frameworks (e.g. templates, risk/compliance review, issue and performance management, objectives, metrics, reviews) formalized in agreements/MOUs.
• Oversee volunteer lifecycle management, utilizing best practices for recruitment, matching, training, logistics, administrative support, recognition, and performance management.
• Facilitate online or in-person meetings to support outreach activities, host CPABC Fin Lit sessions, and to orient and train volunteers, partners and hosts.
• And other duties and responsibilities as may be assigned.

• Three (3) plus years of experience in a Program Management role, or similar experience.
• Experience conducting outreach to, and managing relationships with, diverse stakeholder groups.
• Demonstrated experience and/or understanding of BC Indigenous communities and organizations.

• Proven self-starter with the ability and aptitude to self-motivate and take initiative with little supervision or direction.
• Excellent interpersonal skills with a proven ability to develop collaborative partnerships.
• Ability to work collaboratively as a member of a team and independently with minimal supervision.
• Proven ability to prioritize competing requirements and deadlines under pressure.
• Refined organizational and time management skills with the ability to multi-task.
• Demonstrated ability to problem solve through research and analysis.
• Intermediate proficiency with MS Office and Adobe, in particular Word, Excel, Outlook, PowerPoint and Acrobat Professional.
• Excellent presentation and communication skills.

• Post-Secondary Degree or Diploma in Business, Event Management, Community and Stakeholder Relations, or other related discipline.
• Experience with financial literacy or other public educational programming is strongly preferred.
• Experience in a regulatory organization would be highly…