Student Financial Planner

Job summary

The Student Financial Planner acts as a liaison between Admissions and Student Finance to guide students through financial planning and funding processes. They ensure compliance with regulations while providing compassionate counseling to help students manage their educational investments.

Job details

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 North Campus, Calgary, AB Compensation: $42,000 - $45,000 CAD / year Job Type: Full-Time, Permanent Expected Start Date: April 27, 2026 (or immediate) 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 1. Financial Planning & Student Support 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. 2. Financial Aid Guidance 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. Key Skills & Competencies 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. #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.

What you’ll do

The Student Financial Planner acts as a liaison between Admissions and Student Finance to guide students through financial planning and funding processes. They ensure compliance with regulations while providing compassionate counseling to help students manage their educational investments.

Requirements

Candidates must hold a diploma or degree in Business Administration, Finance, or a related field. At least one year of professional experience in customer service, sales, banking, or financial services is required.

Listed skills

• Time management · Preferred
• Problem solving · Preferred
• Organization · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• MS-Office · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Financial planning · Preferred
• data management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial planning
• Student counseling
• Financial aid guidance
• Data management
• Communication
• Interpersonal skills
• Empathy
• Organization
• Time management
• Attention to detail
• Problem-solving
• Negotiation
• Analytical skills
• MS Office
• Database management
• Student Services
• Rapport Building
• Composure
• Professionalism
• Compassion
• Analytical Skills
• Microsoft Excel
• Business Administration
• Management
• Investments
• Customer Service
• Database Management Systems
• Finance
• Sales
• Financial Services
• Financial Planning
• Financial Statements
• Innovation
• Problem Solving
• Loans
• Microsoft Outlook
• Microsoft Office
• Multitasking
• Time Management
• Process Management
• Detail Oriented

Job areas

• Education
• Finance & Accounting
• Customer Service & Support
• Administrative
• Student Finance Planner
• Financial Aid Counselor / Specialist
• Credit and Loans Officers
• Personal Financial Advisors

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