Student Financial Planner

Finance Calgary, Alberta


About Us


For more than 50 years, CDI College has been one of the leading career training institutions in Canada, thanks to its commitment to quality education and the success of its students. Our rich history includes alumni of thousands of successful graduates who embark on careers rich in opportunity. We are happy to say that we are looking for a Student Financial Planner to join our team!

The purpose of the Student Financial Planner position is to act as a liaison between Admissions and Student Finance and ensure complete and accurate applications for financing of student educational expenses in accordance with Provincial/Federal regulations and Company policies and procedures. Under general supervision, the Student Financial Planner is responsible for student financial interviews, financial options counseling, intake processing and customer service. The Student Financial Planner performs a variety of tasks related to the provision of information, guidance and assistance to students on financing options for enrolling in the College's programs.

Job Responsibilities

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



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

Education and Experience

  • Completion of post-secondary education in Business, Accounting or Finance. Bachelor's degree preferred.
  • A minimum of one years' accounting or finance experience in a service-oriented environment.
  • An equivalent combination of education and experience will be considered. 

Skills and Abilities

  • Excellent interpersonal, oral, and written communication skills.
  • Ability to effectively communicate and interact with all individuals with integrity, empathy and sincerity.
  • Solid working knowledge of MS Office including Word, Excel, Outlook and ability to troubleshoot minor computer problems.
  • Excellent organizational skills with ability to multi-task.
  • Ability to complete work in a timely manner with accuracy and attention to detail.
  • Ability to work independently with minimum supervision.
  • Good judgment and ability to prioritize assignments. 
  • Ability to work under pressure and maintain a calm focus during hectic periods.
  • Understanding of the programs and services provided by the Company.
  • Ability to exhibit a professional attitude and image with a commitment to quality service.
  • A positive attitude and customer focused approach.
  • Team player.
  • Excellent negotiation and problem solving skills.
  • Ability to interpret and apply the College's and government policies, procedures and guideline.