Advisor / Financial Planner (Waterloo)

Advisor / Financial Planner (Waterloo)

30 Oct
|
Conestoga College School of Business
|
Waterloo

30 Oct

Conestoga College School of Business

Waterloo

Closing Date: Tuesday, November 3, 2026 at 11:59 PM EST Vacancy Type: Support Staff
- Full-time First consideration for support staff and academic positions will be given to internal applicants in accordance with the respective collective agreements) The Financial Aid Advisor supports students by providing expert guidance on the Ontario Student Assistance Program (OSAP) and other funding sources. This role involves processing financial aid applications, interpreting policy, resolving complex issues and collaborating across departments to ensure students receive timely and accurate financial support. It is anticipated that this position will meet the department's needs through a hybrid work arrangement, Monday to Friday, 8:30 a.m. with 2-3 days on-site at the Doon campus, located at 299 Doon Valley Drive in Kitchener, ON, and 2-3 days working remotely. Interpret and apply OSAP policies outlined by the Ministry of Colleges, Universities, Research Excellence, and Security (MCURES) Assess application data to determine student eligibility for provincial and federal funding Review complex and sensitive supporting documentation from government agencies, education and financial institutions, medical professionals, social and legal services, etc. Review French-language OSAP forms and refer to the Bilingual Advisor or the Ministry for processing Report suspected fraud to the Ministry in conjunction with the Associate Registrar Verify the accuracy of financial need assessments Offer budget planning and money management guidance for students Troubleshoot issues with the National Student Loans Service Centre (NSLSC) Academic progress reviews Analyze student academic performance to determine OSAP eligibility Review student discontinuance decisions and apply academic penalties to the OSAP file Analyze cases of academic failure or non-participation Issue academic progress penalties (e.g.,



probation, restriction) reassess and reinstate OSAP eligibility for students who meet the terms of their probation or restriction Review Personal Circumstance Review (PCR) requests for academic progress penalties and provide recommendations to the appeal committee Update OSAP applications with PCR outcomes and process any resulting changes Administer OSAP funding, enrolment confirmations, and account reconciliations Monitor NSLSC transactions and resolve funding or account issues Represent Student Financial Services at college recruitment events A two-year diploma in business, communications, social sciences, French, French studies or related field is required Minimum three years of practical experience in student or client services and experience working with multiple large database systems, ideally in an educational environment Direct experience working with OSAP, other financial aid or social assistance programs, including eligibility criteria or case management, is required Ability to interpret and explain complex government and institutional policies and procedures Ability to deliver professional, efficient customer service in high-demand environments Proficient in Microsoft Office, particularly in Excel Robust analytical, problem-solving and decision-making skills to interpret policy and address student concerns effectively Ability to communicate clearly with diverse student populations, including those whose first language is not English, students with disabilities and students at high risk of academic failure Our career-focused education, training, and applied research programs prepare students for success, support industry, and workforce needs and promote economic prosperity throughout our region and across Ontario. Conestoga College is committed to workplace diversity and provides accommodations to applicants with disabilities throughout the hiring process.

📌 Advisor / Financial Planner (Waterloo)
🏢 Conestoga College School of Business
📍 Waterloo

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