Financial Literacy Advisor

University of Regina; Saskatchewan; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading institution of higher education in Canada is seeking a Financial Literacy Advisor to help students develop strong financial skills and make informed decisions about their education and personal finances. This role involves providing personalized guidance on budgeting, scholarships, and financial aid opportunities. Candidates should possess an undergraduate degree and have experience in financial aid or student support services. Competitive compensation and benefits are offered, along with opportunities for professional growth.

Benefits

Health/Dental/Vision Benefits

Flexible spending account

Defined Contribution Pension Plan

Professional Development Opportunities

Qualifications

• Minimum 2 years experience in a financial aid setting, preferably in a university environment.
• Experience in student government financial assistance or student awards administration is a strong asset.
• Ability to resolve complex problems using analytical skills and research.

Responsibilities

• Plan proactive communication strategies for financial aid opportunities.
• Conduct personalized outreach to students regarding financial resources.
• Explain charges and payments related to student accounts.

Skills

Student financial aid assistance

Analytical problem-solving

Communication skills

Education

Undergraduate degree

Job description

Financial Literacy Advisor

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Position Details

Posting Summary Competition Number 20250683A/S Position Title Financial Literacy Advisor Faculty/Department Registrar's Office Unit SA - Enrolment Services Employee Group URFA APT Collective Agreement Consideration Open with preference given to APT members. CUPE 5791 Job Family Category Staff Number of Vacancies 1

Position Summary Are you passionate about helping students make confident financial decisions? Join us as our new Financial Literacy Advisor! This position will support students in developing strong financial skills and making informed decisions about their education and personal finances. In this role, the advisor will work one‑on‑one with students to help them understand their financial situations, develop manageable payment plans, and connect with relevant financial resources and supports. The advisor will also provide financial education, guidance, and tools to domestic students, with the goal of reducing financial stress, preventing unnecessary debt, and promoting long‑term financial well‑being. By empowering students with practical knowledge and personalized support, this role contributes to student success, persistence, and overall confidence in navigating financial responsibilities throughout their academic journey.

What You’ll Do:

• Plans and executes proactive communication strategies for financial aid opportunities.
• Conducts personalized outreach to students with outstanding balances on their student account to advise and guides students to appropriate financial aid resources.
• Explains charges and payments on student accounts and communicates University financial policies.
• Provides clear and accurate information in print or on the website regarding student financial aid opportunities.
• Meets individually with students to give guidance on budgeting, managing expenses, repayment planning, and resolving financial challenges.
• Reviews student fees, calculates term charges, and analyzes their resources and expenses to get a complete picture of their financial situation.
• Explains complex procedures regarding financial aid, and guides students to the correct applications and resources.
• Assists students with improving their access to scholarships and bursaries.
• Understands and can interpret a variety of University and scholarship‑related policies that affect student award eligibility.
• Communicates with government financial aid partners, financial aid organizations, and other financial aid lenders to provide financial planning advice to students.
• Contacts provincial and federal funding bodies to inquire about the status of student loans and grants.
• Liaises with various internal departments when appropriate to act as an advocate for students.
• Delivers group workshops, webinars, and presentations on budgeting, debt management, and financial literacy topics.
• Meets individually with students as they request emergency financial assistance and determines independently whether to provide funding.
• Reviews spending and budgets from multiple operational and trust accounts to ensure that funds are utilized appropriately.
• Updates student data in multiple systems and maintains student records according to relevant student record retention policy.
• Reviews multiple financial aid portals, confirms enrolment, and problem‑solves issues with the administration of student financial aid funds.
• Provides statistical reports from a variety of university systems to evaluate and recommend improvements related to student financial aid administration.
• Plus More: Be ready to take on additional related tasks as assigned – your role is dynamic and essential to our success

Why Join Us?

At the University of Regina, we’re more than just a campus – we’re a community!

Join our team and enjoy:

• Meaningful Impact: Your work directly contributes to creating a better environment for students, faculty, and staff.
• Professional Growth: We support your development, offering opportunities for advancement and learning.
• Work‑Life Balance: We value your well‑being and know your personal life is most important!
• Dynamic and Inclusive Workplace: We value diversity and inclusivity. You’ll be part of a team that celebrates different perspectives, backgrounds, and experiences, making every day an opportunity for personal growth.
• Innovation Culture: We encourage fresh ideas and innovative thinking.
• Competitive Compensation: We offer competitive compensation package and benefits to reward your talent. A few of these benefits include Health/Dental/Vision Benefits, flexible spending account, Defined Contribution Pension Plan, and much more!

Position Requirements

What You’ll Bring to this Position:

• Undergraduate degree.
• Minimum 2 years experience in a financial aid setting, preferably in a university environment.
• An equivalent combination of education, training, and experience may be considered.

Skills That Will Ensure Your Success in the Role:

• Experience in field of student government financial assistance or student awards administration would be a strong asset.
• Ability to make decisions based on sound judgment.
• Ability to resolve complex problems using analytical skills, reasoning, and research.