Student Financial Planner
- Calgary, AB, Canada
$42,000 to $45,000 CAD / year · Full-time
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Job details
- Pay
- $42,000 to $45,000 CAD / year
- Job type
- Full-time
- Apply by
- Experience
- 1+ years of professional experience in customer service, sales, banking, or financial services.
- Posting language
- English
- Posted
Original job description
About Us
CDI College is Canada's largest private college network with over 50 years of educational excellence with 23 campuses in British Columbia, Alberta, Ontario, Quebec and Manitoba. Our innovation and dynamism shine through a range of forward-thinking programs. We are a leading Canadian career training institution, dedicated to quality education and student success. Established in 1970, we offer over 50 diploma and certifications programs across various disciplines such as business, healthcare, technology, and art and design.
Job Description: Student Financial Planner
Location: CDI College - Calgary North Campus, Calgary, AB
Compensation: $42,000 - $45,000 CAD / year
Job Type: Full-Time, Permanent
Expected Start Date: April 27, 2026 (or immediate)
Shift Timings
The Student Financial Planner acts as a crucial liaison between Admissions and Student Finance at the CDI Calgary North campus. In this role, you will empower students by guiding them through the financial planning process, helping them secure and manage funding for their education, and ensuring full compliance with provincial and federal regulations and institutional policies.
Key Responsibilities Key Skills & Competencies Education & Experience
Don’t hold back! - apply today, even if you do not tick every skills list. We cherish diverse skill sets, knowing your unique experiences and perspectives enrich our dynamic team.
We are proudly Canadian - rooted in our diverse communities, guided by our values, and committed to growing together from coast to coast.
CDI College is Canada's largest private college network with over 50 years of educational excellence with 23 campuses in British Columbia, Alberta, Ontario, Quebec and Manitoba. Our innovation and dynamism shine through a range of forward-thinking programs. We are a leading Canadian career training institution, dedicated to quality education and student success. Established in 1970, we offer over 50 diploma and certifications programs across various disciplines such as business, healthcare, technology, and art and design.
Job Description: Student Financial Planner
Location: CDI College - Calgary North Campus, Calgary, AB
Compensation: $42,000 - $45,000 CAD / year
Job Type: Full-Time, Permanent
Expected Start Date: April 27, 2026 (or immediate)
Shift Timings
- Tuesday to Friday: 1:00 PM – 9:00 PM MST
- Saturday: 9:00 AM – 5:00 PM MST
- Days Off: Sunday and Monday
The Student Financial Planner acts as a crucial liaison between Admissions and Student Finance at the CDI Calgary North campus. In this role, you will empower students by guiding them through the financial planning process, helping them secure and manage funding for their education, and ensuring full compliance with provincial and federal regulations and institutional policies.
Key Responsibilities Key Skills & Competencies Education & Experience
- Financial Planning & Student Support
- Conduct comprehensive financial interviews to assess prospective and current students' income, expenses, and funding needs.
- Develop customized, realistic payment plans utilizing student loans, scholarships, grants, and personal funds.
- Provide compassionate financial counseling to help students make informed decisions regarding their educational investment.
- Financial Aid Guidance
- Explain student loan application processes, eligibility criteria, and critical deadlines.
- Advise students on available financial aid options and their ongoing repayment obligations.
- Provide ongoing support with applications, general inquiries, and funding-related hurdles.
- Application & Process Management
- Manage, track, and process financial aid applications and required documentation with high precision.
- Ensure absolute accuracy and completeness of all student files.
- Assist students with loan appeals, document resubmissions, and administrative processing.
- Compliance & Policy Adherence
- Ensure strict adherence to provincial, federal, and institutional financial aid regulations.
- Maintain up-to-date knowledge of evolving financial aid programs, criteria, and procedures.
- Support default management initiatives and work to minimize institutional bad debt.
- Administrative & Student Experience Support
- Maintain accurate, secure, and confidential student financial records.
- Participate actively in campus orientations, financial workshops, and student exit interviews.
- Collaborate closely with Admissions, Academic, and Campus Administration teams to enhance the overall student experience and retention.
- Communication & Interpersonal: Strong, clear verbal and written communication skills with the ability to build rapport quickly.
- Empathy & Professionalism: Customer-focused mindset with deep empathy for students navigating financial stress.
- Organization: Excellent multitasking and time-management abilities to handle shifting priorities.
- Accuracy: High attention to detail with zero-tolerance for errors in financial documentation.
- Problem-Solving: Strong negotiation and analytical skills to resolve complex funding issues.
- Autonomy: Ability to work independently and maintain composure in a fast-paced environment.
- Technical Proficiency: Strong working knowledge of MS Office suite (Word, Excel, Outlook) and database management systems.
- Diploma or degree in Business Administration, Finance, or a related field.
- 1+ years of professional experience in customer service, sales, banking, or financial services.
- Prior knowledge of Canadian student financial aid programs (such as Alberta Student Aid) is strongly preferred.
Don’t hold back! - apply today, even if you do not tick every skills list. We cherish diverse skill sets, knowing your unique experiences and perspectives enrich our dynamic team.
We are proudly Canadian - rooted in our diverse communities, guided by our values, and committed to growing together from coast to coast.
More about this job
Responsibilities
Assess students' financial circumstances and develop realistic education payment plans using loans, grants, scholarships, and personal funds. Guide students through financial aid applications and documentation, maintain accurate records, ensure regulatory compliance, and collaborate with campus teams to support student success.
Requirements
A diploma or degree in Business Administration, Finance, or a related field is required, along with at least one year of experience in customer service, sales, banking, or financial services. Knowledge of Canadian student financial aid programs, such as Alberta Student Aid, is strongly preferred, as are strong communication, organizational, analytical, and technical skills.
Skills
- Financial Counseling
- Student Financial Aid Guidance
- Financial Planning
- Customer Service
- Verbal And Written Communication
- Empathy
- Organization
- Attention To Detail
- Problem-Solving
- Negotiation
- Analytical Skills
- Time Management
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Database Management
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Education
- Customer Service & Support
- Administrative
Keywords
- Student Financial Aid
- Alberta Student Aid
- Financial Planning
- Financial Counseling
- Student Loans
- Scholarships
- Grants
- Payment Plans
- Financial Aid Applications
- Loan Appeals
- Funding Eligibility
- Repayment Obligations
- Financial Documentation
- Regulatory Compliance
- Default Management
- Bad Debt Reduction
- Student Financial Records
- Student Retention
- Customer Service
- Sales
- Banking
- Financial Services
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Database Management
- Business Administration
- Finance