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Financial Wellness Navigator

  • Calgary, AB
  • On-site
  • Posted Oct 18, 2026
  • 1 position

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Employment type
Part-time
Experience level
Mid-level · 2+ years
Minimum education
Bachelor’s degree
Posting language
English
Working hours
21 hours per week

Job summary

The Financial Wellness Navigator provides person-centred financial support to individuals experiencing or at risk of homelessness, including budget planning and benefit access. They are also responsible for preparing and filing income tax returns in accordance with CVITP and CRA policies.

Job details

Financial Wellness Navigator We are looking to fill 2 Part-Time positions, starting as soon as possible. LOCATION & HOURS Work location: On-site at SORCe (1944 10 Ave SW), as part of the Coordinated Entry Program, with potential for community-based work and visits to our Day Home space at Journey Church. Hours: Part-Time at 21 hours weekly, with occasional evenings or weekends as required. Exact schedule is flexible within our operating hours from Monday to Friday. WHAT WE OFFER * Generous Vacation Entitlement * RRSP matching and Health Spending Account * Extended health and dental benefits * Access to on-site gym (999 site) at no cost * Paid development days and a staff development fund * A supportive, mission-driven workplace where you can grow, take on new challenges, and collaborate with colleagues that value integrity, hard work, and make a meaningful community impact WHO WE ARE For over 50 years, Distress Centre has served Calgary and Southern Alberta by providing 24-hour crisis support, information, and resources at no cost. Distress Centre does not define crisis. We do not judge. Anyone can call us day or night. We are committed to fostering a respectful, inclusive workplace where employees are valued, experience a sense of belonging, and are confident in being their most authentic selves. We welcome and encourage applications from Indigenous peoples, people with disabilities, and members of equity-deserving groups. We value all the ways that our community is diverse – in identity, experience and perspective. WHAT TO EXPECT The Financial Wellness Navigator reports to a Coordinated Entry Program (CEP) Team Lead. This role is responsible for helping people who are experiencing or at risk of homelessness improve their financial stability. You will prepare and file income tax returns through the Community Volunteer Income Tax Program (CVITP), help participants access the income and benefits they are entitled to, and connect them with meaningful supports across the SORCe collaborative and the wider community. WHAT YOU’LL DO This list highlights core responsibilities and is not exhaustive. Additional related duties may arise over time and will be discussed and supported by your supervisor. FINANCIAL NAVIGATION & BENEFITS SUPPORT * Provide person-centred, trauma-informed, strengths-based financial navigation to participants facing multiple financial barriers * Help participants access income support, pensions, benefits, and other provincial and federal programs * Build individualized budgets with participants on limited incomes and explore debt-relief or forgiveness options * Advocate with financial institutions, Alberta Supports, and Service Canada, including helping participants access their Service Canada accounts TAX PREPARATION & FILING * Prepare and file current and prior-year income tax returns * Provide confidential tax support in line with CVITP and Canada Revenue Agency (CRA) policies and procedures * Work with the CRA on participant tax matters and help coordinate tax clinics INTAKE, ASSESSMENT & DOCUMENTATION * Welcome participants, build trust, and complete intake and needs assessments * Set and document financial wellness goals with participants * Keep accurate participant and program data * Take part in quarterly communities of practice WHAT YOU BRING * A diploma or degree in Accounting, Human Services, Financial Wellness, or a related field, or an equivalent combination of education and experience. * 2 to 3 years of experience in tax support, financial wellness, financial navigation, or budgeting; with eligibility to participate in the Community Volunteer Income Tax Program (CVITP). * Knowledge of, or ability to learn, participant data systems and CRA databases; experience with UFile is an asset. * Knowledge of homelessness and comfort supporting people who may experience mental health, substance use, or physical health concerns is an asset. * Proven interpersonal and cultural competency skills to work effectively and respectfully with people from diverse backgrounds and lived experiences, including Indigenous communities. * Strong verbal and written communication skills, with the ability to adjust your approach to each participant’s needs. * Strong organization, problem-solving, and time-management skills, with close attention to detail and accuracy. * Current certification or willingness to obtain Intermediate First Aid with CPR/AED Level C and Nonviolent Crisis Intervention. ADDITIONAL EMPLOYMENT REQUIREMENTS As a condition of employment, all successful candidates are required to complete and maintain a Police Information Check. For those in direct service user-facing roles, a Vulnerable Sector Search is also required. HOW TO APPLY Please submit your resume and cover letter through our ADP Career Centre [https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=0b7d4960-e60e-4b56-8c5f-2172b8e37164&ccId=19000101_000001&lang=en_CA&selectedMenuKey=CareerCenter]. Distress Centre is an inclusive workplace. If you are invited for an interview and require accommodation, please let us know. If you require accommodation during the application process, please call our main office and ask to speak to Human Resources. We may also use AI-enabled tools to support aspects of the recruitment process. All hiring decisions are made by people and are guided by our commitment to fairness and inclusion. We thank all applicants for their interest; only those selected for an interview will be contacted.

What you’ll do

The Financial Wellness Navigator provides person-centred financial support to individuals experiencing or at risk of homelessness, including budget planning and benefit access. They are also responsible for preparing and filing income tax returns in accordance with CVITP and CRA policies.

Requirements

Candidates must possess a diploma or degree in a relevant field and 2 to 3 years of experience in financial navigation or tax support. Strong interpersonal skills, cultural competency, and the ability to obtain necessary certifications like First Aid and Nonviolent Crisis Intervention are required.

Benefits

  • Generous vacation entitlement
  • RRSP matching
  • Health spending account
  • Extended health benefits
  • Dental benefits
  • On-site gym access
  • Paid development days
  • Staff development fund

Listed skills

  • Budgeting · Preferred
  • case management · Preferred
  • Data entry · Preferred
  • interpersonal skills · Preferred
  • Problem solving · Preferred
  • Time management · Preferred
  • Communication Skills · Preferred
  • First Aid · Preferred
  • CPR · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Financial navigation
  • Tax preparation
  • Income tax filing
  • Budgeting
  • Case management
  • Trauma-informed care
  • Advocacy
  • Data entry
  • Interpersonal skills
  • Cultural competency
  • Problem-solving
  • Time management
  • Communication skills
  • First aid
  • CPR
  • Nonviolent crisis intervention
  • Automated External Defibrillator (AED) Certification
  • Workplace Inclusivity
  • Building Trust
  • Cardiopulmonary Resuscitation (CPR) Certification
  • Needs Assessment
  • First Aid
  • Accounting
  • Financial Institution
  • Mental Health
  • Communication
  • Training And Development
  • Crisis Intervention
  • Disabilities
  • Equities
  • Income Tax
  • Human Services
  • Problem Solving
  • Social Support
  • Income Support
  • Time Management
  • Team Leadership
  • Trauma Care
  • Filing
  • Detail Oriented

Job areas

  • Social Services
  • Finance & Accounting
  • Administrative
  • Financial Navigator
  • Financial Counselor
  • Financial and Investment Advisers
  • Personal Financial Advisors

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