Student Financial Planner

Primacorp Ventures IncCalgary, AB
CA$42,000 - CA$44,000Onsite

About The Position

As a Student Financial Planner at our Calgary South campus, you will serve as a vital liaison between the Admissions and Student Finance departments. You will provide personalized guidance to students as they navigate the funding process, ensuring they have the support required to focus on their education while maintaining strict adherence to government regulations and institutional policies.

Requirements

  • Diploma or degree in Business Administration, Finance, or a related field.
  • 1+ years of professional experience in customer service, sales, or financial services.
  • Exceptional communication and negotiation skills, with a high degree of empathy and professionalism.
  • Strong command of the Microsoft Office Suite (Word, Excel, Outlook).

Nice To Haves

  • Prior knowledge of provincial/federal student financial aid programs.

Responsibilities

  • Conduct comprehensive interviews to assess student financial needs and develop sustainable payment plans, including scholarships, personal funding, and student loans.
  • Act as a primary point of contact for financial aid inquiries, clarifying eligibility requirements, application deadlines, and long-term repayment obligations.
  • Oversee the end-to-end management of financial aid applications, ensuring all documentation is accurate, complete, and submitted on time.
  • Maintain in-depth knowledge of provincial and federal student aid regulations to ensure institutional compliance and assist in minimizing default rates.
  • Maintain secure, confidential student records and participate in campus events, including student orientations and exit interviews.
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