Student Financial Planner

CDI College; Calgary; On-site; CAD 42,000 - 44,000; Full time

Job summary

CDI College Calgary South is hiring a Student Financial Planner to guide students through funding options and regulatory requirements. You will liaise between Admissions and Student Finance, helping students secure funding while maintaining compliance.

The role requires a diploma/degree in related fields, 1+ year experience in customer services or financial services, and strong communication skills. Schedule includes evening and weekend shifts at Calgary South campus.

Qualifications

• Diploma or degree in Business Administration, Finance, or a related field.
• 1+ years of professional experience in customer service, sales, or financial services.
• Knowledge of provincial/federal student financial aid programs preferred.
• Excellent communication and negotiation skills with professionalism.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).

Responsibilities

• Financial planning: assess student financial needs and develop payment plans incl. scholarships and loans.
• Advisory services: be primary contact for financial aid inquiries and deadlines.
• Process management: oversee end-to-end financial aid applications and documentation.
• Compliance: stay updated on provincial and federal student aid regulations.
• Administrative support: maintain confidential student records and assist with campus events.

Skills

Communication

Negotiation

Empathy

Education

Diploma or degree in Business Administration/Finance

Tools

MS Office

Job description

About Us

CDI College is Canada's largest private college network with over 50 years of educational excellence and 23 campuses across 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 certification programs across disciplines such as business, healthcare, technology, and art and design.

Job Description: Student Financial Planner

Location: CDI College – Calgary South

Job Type: Full‑Time, Permanent

Compensation: $42,000 – $44,000 CAD/year

Expected Start Date: ASAP

Role Overview

As a Student Financial Planner at our Calgary South campus, you will serve as a vital liaison between the Admissions and Student Finance departments. You will provide personalized guidance to students as they navigate the funding process, ensuring they have the support required to focus on their education while maintaining strict adherence to government regulations and institutional policies.

Schedule

• Tuesday – Friday: 1:00 PM – 9:00 PM MST
• Saturday: 9:00 AM – 5:00 PM MST
• Sunday: 1:00 PM – 9:00 PM MST
• Monday: Off

Key Responsibilities

• Financial Planning: Conduct comprehensive interviews to assess student financial needs and develop sustainable payment plans, including scholarships, personal funding, and student loans.
• Advisory Services: Act as a primary point of contact for financial aid inquiries, clarifying eligibility requirements, application deadlines, and long‑term repayment obligations.
• Process Management: Oversee the end‑to‑end management of financial aid applications, ensuring all documentation is accurate, complete, and submitted on time.
• Compliance: Maintain in‑depth knowledge of provincial and federal student aid regulations to ensure institutional compliance and assist in minimizing default rates.
• Administrative Support: Maintain secure, confidential student records and participate in campus events, including student orientations and exit interviews.

Qualifications

• Education: Diploma or degree in Business Administration, Finance, or a related field.
• Experience: 1+ years of professional experience in customer service, sales, or financial services.
• Preferred: Prior knowledge of provincial/federal student financial aid programs.
• Skills: Exceptional communication and negotiation skills, with a high degree of empathy and professionalism.
• Technical Proficiency: Strong command of the Microsoft Office Suite (Word, Excel, Outlook).

Why Join Us

We are looking for a detail‑oriented, student‑focused professional who thrives in a fast‑paced environment. If you possess the ability to balance complex administrative compliance with supportive, empathetic student advising, we are excited to consider your application.

We are proudly Canadian – rooted in our diverse communities, guided by our values, and committed to growing together from coast to coast.