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.

Your Role in a Snapshot:
 

Streamline Success: Join Our Admin Frontline! 
 

Ready to step into a role that allows you to lead operational initiatives and foster a culture of efficiency? Join our admin team and be at the heart of ensuring seamless organizational efficiency and effectiveness. As a valued member, you will contribute to enhance productivity and streamline processes across departments. If you are detail-oriented and thrive in a dynamic environment, we invite you to apply and contribute to our mission of operational excellence. 

Compensation: $40,000- $45,000 plus Comprehensive Benefits
Job Type: Ongoing Fulltime
Expected Start Date: January 27,2025

Your 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 be successful in the Student Financial Planner position, an individual must be committed to developing, maintaining and demonstrating the following: 

• Completion of post-secondary education in Business, Accounting, or Finance; Bachelor’s degree preferred, with at least one year of relevant experience.
• Strong communication and interpersonal skills, with the ability to interact with integrity and empathy.
• Proficient in MS Office (Word, Excel, Outlook) and capable of troubleshooting minor computer issues.
• Excellent organizational skills, with the ability to multitask, prioritize, and work independently under pressure.
• Detail-oriented, with a commitment to accuracy and quality service, maintaining professionalism and a positive, customer-focused attitude.
• Solid understanding of company programs, services, and the ability to interpret and apply relevant policies and guidelines.

Bonus Points For:

• Ability to provide personalized financial counseling to students, helping them understand their financial options and responsibilities.
• Strong ability to address and resolve financial issues or challenges that students may face.
• Ability to analyze financial data and produce reports that help guide students and the institution in making informed decisions.

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.