Student Financial Planner

CDI College, Inc.; 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

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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.

Location: CDI College - Calgary North Campus, Calgary, AB

Compensation: $42,000 - $45,000 CAD / year

Job Type: Full-Time, Permanent

Expected Start Date:ASAP

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

Purpose of the Role

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

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.

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.

3. 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.

4. 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.

5. 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.

Education & Experience

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.

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