Student Finance Navigator: Education Funding & Compliance

Primacorp Ventures; Calgary; On-site; CAD 42,000 - 45,000; Full time

Job summary

CDI College Calgary North Campus is seeking a Student Financial Planner to liaise between Admissions and Student Finance, guiding students through funding options and ensuring regulatory compliance. You will craft payment plans using loans, grants, and scholarships while supporting documentation and appeals with precision.

Ideal candidates have a diploma or degree in business or finance, 1+ years in customer service or financial services, and knowledge of Alberta student aid programs.

Qualifications

• Diploma or degree in Business Administration, Finance, or 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 preferred.

Responsibilities

• Conduct 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.
• 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.
• Manage, track, and process financial aid applications and required documentation with high precision.
• Ensure accuracy and completeness of all student files.
• Assist students with loan appeals, document resubmissions, and administrative processing.
• 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 minimize institutional bad debt.
• Maintain accurate, secure, and confidential student financial records.
• Participate in campus orientations, financial workshops, and student exit interviews.
• Collaborate with Admissions, Academic, and Campus Administration teams to enhance student experience and retention.
• Communicate effectively with students; build rapport quickly.
• Demonstrate empathy and professionalism when assisting students with financial stress.
• Organize tasks with strong time-management to handle shifting priorities.
• Ensure high accuracy in financial documentation and records.

Skills

Communication

Empathy

Organization

Attention to detail

Problem solving

Autonomy

Customer service

Education

Diploma or degree in Business Administration/Finance

Tools

MS Office

Database management

Job description

CDI College Calgary North Campus is seeking a Student Financial Planner to liaise between Admissions and Student Finance, guiding students through funding options and ensuring regulatory compliance. You will craft payment plans using loans, grants, and scholarships while supporting documentation and appeals with precision.

Ideal candidates have a diploma or degree in business or finance, 1+ years in customer service or financial services, and knowledge of Alberta student aid programs.