Student Financial Planner

About Us 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. 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 want to hear from you. #dmnd Don’t hold back!—apply today, even if you do not tick every skills list. We cherish diverse skill sets, knowing your unique experiences and perspectives enrich our dynamic team. We are proudly Canadian — rooted in our diverse communities, guided by our values, and committed to growing together from coast to coast.

As a Student Financial Planner, you will assess student financial needs and develop payment plans while acting as a primary contact for financial aid inquiries. You will also manage financial aid applications and ensure compliance with regulations.

Candidates should have a diploma or degree in Business Administration, Finance, or a related field, along with at least 1 year of experience in customer service, sales, or financial services. Preferred qualifications include knowledge of provincial and federal student financial aid programs.

• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Communication
• Negotiation
• Empathy
• Professionalism
• Financial Planning
• Customer Service
• Sales
• Technical Proficiency

• Education
• Finance & Accounting
• Customer Service & Support

Minimum education

Professional degree

Minimum experience

0+ years

Apply by

Aug 16, 2026

Posting language

English

Working hours

36 hours per week

Seniority

Entry level