Student Financial Planner

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Job Description


Job title: Student Financial Planner

Company: CDI College

Job description: About usCDI 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.Your Role in a Snapshot:Empowering Students to Reach Their Financial GoalsThe Student Financial Planner supports students in navigating financial aid options, tuition planning, and budgeting to ensure they can achieve their educational goals. This role involves providing personalized financial guidance, interpreting institutional and government policies, and maintaining a positive, customer-focused approach to service. Key skills include strong communication, financial analysis, and problem-solving abilities.Location: Edmonton,ABCompensation: 39000Job Type: Full Time, PermanentExpected Start Date: 25th November 2024Your Day to Day:Specifically, the Student Financial Planner will be responsible for:

  • Working with students to develop payment and financial assistance plans incorporating government funding, College scholarships and personal resources
  • Providing information, guidance and assistance to students on funding and the financial aid application process
  • Managing the financial aid application processes for the campus
  • Ensuring compliance with internal and external policies, procedures and standards
  • Supporting the administrative functions of the campus to enhance the student experience
  • Acting in a manner that upholds the College standards

What You Bring to the Table:To succeed in the Student Financial Planner role, candidates should demonstrate the following qualifications and skills: * Completion of post-secondary education in Business, Accounting, or Finance is required, with a Bachelor’s degree preferred. An equivalent mix of education and experience may be considered.

  • At least one year of accounting or finance experience in a service-oriented environment.
  • Strong interpersonal, oral, and written communication abilities, with proficiency in MS Office (Word, Excel, Outlook) and basic troubleshooting skills.
  • Excellent organizational, multitasking, and time-management skills, with high attention to detail and the ability to work independently with minimal supervision.
  • A positive, customer-focused approach, capable of handling pressure calmly, and maintaining professionalism and integrity in all interactions.
  • Good judgment for prioritizing tasks, effective problem-solving and negotiation abilities, teamwork spirit, and the capacity to apply and interpret College and government policies.

Bonus Points For:

  • Advanced Financial Analysis Skills: Familiarity with financial forecasting, budgeting, or other advanced financial analysis techniques.
  • Knowledge of Financial Aid Regulations: Understanding of government and institutional financial aid programs and regulations to assist students accurately.

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.

Expected salary: $39000 per year

Location: Edmonton, AB

Job date: Thu, 14 Nov 2024 06:36:03 GMT

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