Financial Advisor

McBride Career Group Inc.; Calgary; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Financial Aid Advisor to join their dynamic team in Calgary. This role involves managing financial aid applications, providing guidance to students, and ensuring compliance with federal and provincial regulations. The ideal candidate will possess strong analytical and problem-solving skills, along with a solid understanding of financial aid processes. If you are passionate about helping students navigate their financial options and thrive in a collaborative environment, this opportunity is perfect for you. Join a forward-thinking organization committed to supporting diverse communities and making a positive impact in education.

Qualifications

• Post-secondary education in Business, Accounting, or Finance required.
• At least one year of accounting or finance experience in a service environment.

Responsibilities

• Manage financial aid applications and ensure compliance with regulations.
• Provide financial aid guidance to students via email, phone, and in person.
• Monitor and reconcile transactions for the Canadian Direct Loan program.

Skills

Accounting experience

Financial aid knowledge

Customer service skills

Analytical skills

Problem-solving skills

Communication skills

Education

Post-secondary education in Business, Accounting, or Finance

Bachelor's degree preferred

Tools

QuickBooks

Job description

Financial Aid Advisor

Employer:

Heritage College

Job Details:

• Business Address and Job Location: 3250 Sunridge Way NE, Unit 2, Calgary, AB T1Y 7K4
• Wage: Please specify
• Employment Terms and Conditions: Full-Time (40-45 hours/week), permanent, morning, day, weekend, overtime during busy season (hours may increase up to 9 hours/day)
• Vacancies: 1
• Anticipated Start Date: As soon as possible

Job Qualifications:

• Post-secondary education in Business, Accounting, or Finance required; Bachelor's degree preferred
• At least one year of accounting or finance experience in a service environment
• Experience working in a financial aid office highly desirable
• Knowledge of federal and provincial financial aid programs and regulations
• Excellent customer service skills
• Strong analytical and problem-solving skills
• Ability to explain complex policies clearly
• Proficiency in QuickBooks and related financial tools

Responsibilities:

1. Processing and Compliance: Manage financial aid applications, ensure accuracy, and adhere to financial controls and reporting standards, including managing funds from government agencies.
2. Student Advising: Provide financial aid guidance via email, phone, and in person, maintaining confidentiality.
3. Information Dissemination: Share key information about financial aid processes, policies, and timelines with students and staff.
4. System Troubleshooting: Resolve issues related to loan processing systems, collaborating with IT specialists for improvements.
5. Loan Application Facilitation: Assess student eligibility, approve, and advise on funding applications, ensuring compliance with regulations.
6. Transaction Monitoring: Monitor and reconcile transactions, especially for the Canadian Direct Loan program.
7. Financial Planning Assistance: Help students develop payment strategies involving government funding and scholarships.
8. Form Development: Assist in creating and updating operational forms for financial aid processes.
9. Regulatory Knowledge: Keep up-to-date with federal and college financial aid regulations.
10. Reporting and Application Compilation: Prepare reports and applications for government agencies.
11. Campus Outreach: Visit campuses to inform and guide students, parents, and schools about financial aid.
12. Team Collaboration: Work with college departments to support students holistically.
13. Academic Progress Oversight: Monitor compliance with academic progress regulations.
14. Budget Participation: Contribute to the development of the financial aid budget.
15. Vendor Collaboration: Coordinate with lenders and third-party vendors.
16. Billing Management: Ensure accurate billing of tuition and fees.
17. Financial Literacy Support: Educate students on financial responsibilities and decision-making.

Application Process:

Send resume and cover letter to [e-mail]

Additional Information:

Veterans, youth, minorities, persons with disabilities, Indigenous peoples, and newcomers to Canada are encouraged to apply.