Cdi College Financial Planner Role Calgary

Cdi College Financial Planner Role Calgary

02 Aug
|
CDI College
|
Calgary

02 Aug

CDI College

Calgary

CDI College in Calgary South seeks a Student Financial Planner to assist students with educational funding. Play a key role in ensuring students have the financial resources to succeed.
In this permanent, full time position, you will act as a bridge between Admissions and Student Finance, actively guiding students through their financial journeys. You'll assess their needs, develop payment plans, and manage financial aid applications with precision while adhering to institutional policies and regulations.
Key Responsibilities:
• Perform detailed interviews to evaluate student financial needs
• Clarify financial aid eligibility and application processes
• Manage all documentation for financial aid applications
• Keep updated on compliance with student aid regulations
• Participate in student orientations and maintain records
Requirements:
• Degree or diploma in Finance or related field
• 1+ years in customer service, sales, or finance
• Familiarity with financial aid programs preferred
• Exceptional communication and negotiation abilities
• Proficiency in Microsoft Office
Guide students to secure their educational funding efficiently at CDI College!
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📌 Cdi College Financial Planner Role Calgary
🏢 CDI College
📍 Calgary

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