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. Student Financial Planner – CDI College Edmonton North Job Description: Student Financial Planner Location: CDI College – Edmonton North Job Type: Full-Time, Permanent Compensation: $40,000 CAD/year Expected Start Date: ASAP Role Overview As a Student Financial Planner at our Edmonton North 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 Monday – Friday: 9:00 AM – 5:00 PM MST 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.

The Student Financial Planner acts as a liaison between admissions and finance to guide students through funding processes and payment plans. They are responsible for managing financial aid applications while ensuring strict compliance with provincial and federal regulations.

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, or financial services is required.

• Service à la clientèleSouhaitée
• Microsoft ExcelSouhaitée
• VenteSouhaitée
• CommunicationSouhaitée
• Microsoft WordSouhaitée
• Microsoft OutlookSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial planning
• Customer service
• Sales
• Financial aid administration
• Communication
• Negotiation
• Empathy
• Professionalism
• Microsoft Office Suite
• Word
• Excel
• Outlook
• Compliance
• Record keeping
• Administrative Support
• Microsoft Excel
• Business Administration
• Management
• Customer Service
• Finance
• Financial Services
• Financial Planning
• Innovation
• Loans
• Microsoft Outlook
• Microsoft Office
• Process Management
• Advising
• Detail Oriented

• Education
• Finance & Accounting
• Customer Service & Support
• Administrative
• Student Finance Planner
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Formation minimale

Diplôme professionnel

Expérience minimale

0+ ans

Postuler avant le

1 oct. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine