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. #dmndDon’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 role acts as a liaison between Admissions and Student Finance to provide personalized funding guidance to students. Responsibilities include developing payment plans, managing financial aid applications, and ensuring compliance with government regulations.

Requires a diploma or degree in Business Administration, Finance, or a related field. Candidates should have at least one year of experience in customer service, sales, or financial services.

• Customer servicePreferred

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Customer Service
• Negotiation
• Empathy
• Professionalism
• Microsoft Office Suite
• Compliance Management
• Student Advising
• Process Management
• Administrative Support
• Microsoft Excel
• Business Administration
• Management
• Communication
• Finance
• Sales
• Financial Services
• Innovation
• Loans
• Microsoft Outlook
• Microsoft Office
• Advising
• Detail Oriented

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

Minimum education

College diploma

Minimum experience

0+ years

Apply by

Sep 1, 2026

Posting language

English

Working hours

40 hours per week