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.

Location: Calgary, AB

Compensation: 42,000-44,000 CAD/year

Job Type: Full Time, Permanent

Expected Start Date: April 27, 2026

Shift timings: 1 pm to 9 pm MST, Saturdays (day time shift).

Purpose of the Role

Acts as a liaison between Admissions and Student Finance, supporting students in securing and managing funding for their education while ensuring compliance with government regulations and institutional policies.

Key Responsibilities:

1. Financial Planning & Student Support

• Conduct financial interviews to assess students’ income, expenses, and funding needs.
• Develop customized payment plans (loans, scholarships, personal funds).
• Provide financial counseling to help students make informed decisions.

2. Financial Aid Guidance

• Explain student loan processes, eligibility, and deadlines.
• Advise on financial aid options and obligations.
• Support students with applications, inquiries, and funding-related issues.

3. Application & Process Management

• Manage and track financial aid applications and required documentation.
• Ensure accuracy and completeness of applications.
• Assist with loan appeals and document processing.

4. Compliance & Policy Adherence

• Ensure adherence to provincial/federal regulations and institutional policies.
• Maintain knowledge of financial aid programs and procedures.
• Support default management and minimize bad debt.

5. Administrative & Student Experience Support

• Maintain confidential student records.
• Participate in orientations and exit interviews.
• Collaborate with campus staff to enhance student experience.

Key Skills & Competencies

• Strong communication and interpersonal skills.
• Customer-focused with empathy and professionalism.
• Organizational and multitasking abilities.
• Attention to detail and accuracy.
• Problem-solving and negotiation skills.
• Ability to work independently and under pressure.
• Proficiency in MS Office (Word, Excel, Outlook).

Education & Experience

• Diploma or degree in Business or related field.
• 1+ year experience in customer service, sales, or financial services.
• Knowledge of student financial aid programs (preferred).

Overall Profile

A detail-oriented, student-focused professional who can balance financial advising, administration, and compliance, while delivering excellent service and supporting students throughout their funding journey.

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.