Student Financial Planner
CDI College - Winnipeg, MB

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For more than 40 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 an alumni of thousands of successful graduates.

CDI Winnipeg Campus is seeking a positive, customer-focused, and detail-oriented individual to fill the role of Student Financial Planner. The Student Financial Planner is responsible for ensuring the complete and accurate financing of student educational expenses.

The Student Financial Planner’s responsibilities will include:

  • Providing customer service and answering student inquiries regarding financial status
  • Processing and dispersing all loan documentation, and monitoring student loan applications
  • Conducting financial interviews, financial options counseling, and intake processing
  • Performing needs analysis, providing financing document, and generating tentative award letter for all new students enrolling into the college’s program
  • Assisting students in appealing denied provincial/national loan applications

To be successful in the Student Financial Planner role, you must possess the following competencies, education and experience:

  • Solid working knowledge of MS Office
  • Superior number skills with a focus on details and accuracy
  • Excellent organizational, interpersonal , problem solving and teamwork skills
  • Deadline-driven with the ability to multi-task and prioritize work in a fast-paced environment
  • A positive, professional, customer service approach with a commitment to delivering quality service
  • 2 years of post-secondary education; Bachelor’s degree preferred
  • Basic training in office practices
  • Minimum one year education and/or experience in Finance or Accounting

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