Student Financial Planner

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

Job summary

CDI College – Calgary South is seeking a Student Financial Planner to guide students through funding options, ensuring compliant, smooth financial aid processes while they focus on education.

You will liaise between Admissions and Student Finance, providing personalized guidance and maintaining accurate records in a fast-paced campus environment.

Qualifications

• Diploma or degree in Business Administration, Finance, or a related field.
• 1+ years of professional experience in customer service, sales, or financial services.
• Preferred: Prior knowledge of provincial/federal student financial aid programs.

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.

Skills

Communication

Negotiation

Empathy

Professionalism

Education

Diploma or degree in Business Admin/Finance

Tools

Word

Excel

Outlook

Job description

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 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 want to hear from you.

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