Student Financial Planner/ Financial Assistant
CDI College —New Westminster, BC
- $42,000–$45,000 a year
- Immediate opening
- Hybrid work
- Microsoft Word
- Serving
- Microsoft Excel
8h
Mobile Mortgage Specialist
TD Bank —Surrey, BC
- Full-time
- Sales
- Customer service
- Paid time off
Mobile Mortgage Specialist
TD Bank —Langley, BC
- Full-time
- Sales
- Customer service
- Paid time off
Wealth Planner (18-Month Contract) - Tsawwassen Community Branch
Vancouver City Savings Credit Union —Delta, BC
- $75,000 a year
- Bachelor's
- Travel
- Recruiting
- Designated paid holidays
- Dental care
Financial Planner - King George
TD Bank —Surrey, BC
- $60,000–$70,000 a year
- Full-time
- Sales
- Finance
- Business development
- Paid time off
4d
Wealth Planner
Vancouver City Savings Credit Union —Surrey, BC
- $75,000 a year
- Bachelor's
- Travel
- Recruiting
- Designated paid holidays
- Dental care
Branch Manager - Pitt Meadows
Vancouver City Savings Credit Union —Pitt Meadows, BC
- $108,500–$134,085 a year
- Business development
- Bachelor's
- Recruiting
- Designated paid holidays
- Dental care
5d
Financial Planner, Scotia Financial Planning - Surrey, Fleetwood
Scotiabank —Surrey, BC
- Sales
- Travel
11d
Financial Planner, Scotia Financial Planning - Surrey, Strawberry Hill
Scotiabank —Surrey, BC
- Sales
- Travel
11d
Financial Planner, Investment and Retirement Planner
Royal Bank of Canada —Surrey, BC
- Full-time
- Business development
- Computer networking
- Flexible schedule
Financial Planner, Scotia Financial Planning- South Surrey/White Rock
Scotiabank —White Rock, BC
- Sales
- Travel
11d
Financial Planner, Scotia Financial Planning- Langley, BC
Scotiabank —Langley, BC
- Sales
- Travel
11d
Financial Planner, Scotia Financial Planning- South Surrey/White Rock 1 1
Scotiabank —Surrey, BC
- Sales
- Travel
11d
Wealth Planning Specialist
Envision Financial, a division of First West Credit Union —Langley, BC
- $50,000 a year
- Full-time
- Sales
- Microsoft Office
- Bachelor's
- Paid time off
ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotiabank —White Rock, BC
- Finance
- Presentation skills
- Communication skills
- Paid time off
Senior Manager, Global Family Office Group - Calgary or Vancouver
Scotiabank —Vancouver, BC
- Microsoft Powerpoint
- English
- Finance
11d
Estate Planning Specialist
Ventum Financial Corp —Vancouver, BC
- Full-time
- Hybrid work
- Sales
- Presentation skills
- Bachelor's
Quick apply
Desktop Property Claims Examiner – Hybrid – New Westminster, BC
Davies —New Westminster, BC
- $56,300–$78,100 a year
- Full-time
- Hybrid work
- Customer service
14d

Discover related jobs

Based on your search for financial planner jobs.

Economic Analyst - AI Trainer
DataAnnotation —Surrey, BC
A bachelor's degree in a quantitative field preferred (Statistics, Computer Science, Mathematics, Engineering, or similar); an advanced degree (Master’s or PhD)…
$50.00–$140.56 an hour
Quick apply
7d
Financial Analyst
The Health Employers Association of BC —Vancouver, BC
HEABC takes a provincial leadership role in human resources and labour relations, including disability management, issues management for more than 218 publicly…
$76,111–$99,895 a year
Quick apply
6d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Surveillance Analyst, FP Business Surveillance
TD Bank —Markham, ON
Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement…
$59,500–$84,000 a year
7d
Mobile Mortgage Specialist
TD Bank —Ajax, ON
Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network,…

Show more jobs in cities nearby

I want to receive the latest job alerts for financial planner in south surrey bc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Student Financial Planner/ Financial Assistant

CDI College -
New Westminster, BC

Apply Now

Job details

Permanent | Full-time
$42,000–$45,000 a year
8 hours ago

Qualifications

Microsoft Word
Serving
Microsoft Excel
Microsoft Outlook
Financial auditing
Post-secondary education
Microsoft Office
Finance
Administrative experience
Bachelor's
Accounting
Organizational skills
Business
Accounting
Communication skills

Full job description

Student Financial Planner/ Financial Assistant

About us

CDI College is Canada's largest private college network with over 50 years of educational excellence with 23 campuses in British Columbia, Alberta, Ontario, Quebec and Manitoba. Our innovation and dynamism shine through a range of forward-thinking programs. We are a leading Canadian career training institution, dedicated to quality education and student success. Established in 1970, we offer over 50 diploma and certifications programs across various disciplines such as business, healthcare, technology, and art and design.

Your Role in a Snapshot:
Empower Students, Support Systems: Be the Financial Link at Our Campus!

Are you passionate about helping students achieve their educational goals while also keeping financial operations running smoothly? This dual-role opportunity blends the impactful, student-facing responsibilities of a Student Financial Planner with the critical, behind-the-scenes work of a Financial Administrator. In this hybrid position, you will guide students through the financial aid process, build personalized funding plans, and ensure compliance—all while supporting core financial functions that keep the campus on track.

Compensation: $42,000–$45,000 + Comprehensive Benefits
Job Type: Full-Time, Permanent, Onsite
Location: CDI College Surrey
Hours: Monday to Friday, 9:00 AM – 5:00 PM
Expected Start Date: ASAP

Your Day to Day:

Primary Responsibilities (Student Financial Planner – ~75%)

Meet with students to develop and review personalized payment and financial assistance plans, incorporating government funding, scholarships, and personal resources.
Guide students through the financial aid process, ensuring applications are complete, timely, and accurate.
Act as the campus expert on funding options and eligibility criteria.
Maintain compliance with all internal and external financial policies, procedures, and provincial/federal regulations.
Support the administrative functions of the campus, contributing to a seamless and student-centric experience.
Build strong, empathetic relationships with students, promoting financial literacy and responsible funding choices.

Secondary Responsibilities (Financial Administrator – ~25%)

Support day-to-day campus financial operations, including processing drop calculations, financial adjustments, scholarships, and contracts.
Assist in managing financial workflows such as finance pre-closures, CRC applications, second student loan applications, and referral bonus tracking.
Help analyze financial data and report on trends to ensure responsiveness and accuracy in campus financial matters.
Collaborate with campus leadership and other departments to streamline finance-related procedures.
Maintain high standards of record-keeping and financial accuracy to support audit readiness and transparency.

What You Bring to the Table:

Post-secondary education in Business, Accounting, or Finance; a Bachelor's degree is preferred.
Minimum one year of related experience in a financial, student services, or administrative setting.
Exceptional interpersonal and communication skills, with a student-first mindset.
High attention to detail, strong organizational skills, and the ability to manage multiple tasks independently.
Proficiency in Microsoft Office (Word, Excel, Outlook); able to navigate systems and troubleshoot minor tech issues.
A solutions-oriented approach, with a calm demeanor under pressure and a commitment to maintaining professionalism.

Bonus Points For:

Experience with personalized financial counseling or working in a student services environment.
Familiarity with accounting platforms and advanced Excel skills (e.g., VLOOKUP, pivot tables).
A proactive, analytical mindset with the ability to interpret financial data and generate meaningful insights.
Experience in a service-oriented industry, especially within education or finance.

#dmnd

Don’t hold back!—apply today, even if you do not tick every skills list. We cherish diverse skill sets, knowing your unique experiences and perspectives enrich our dynamic team.
We are proudly Canadian — rooted in our diverse communities, guided by our values, and committed to growing together from coast to coast.

Apply Now

Refine Your Search

financial planner jobs in south surrey bc

Student Financial Planner/ Financial Assistant

Mobile Mortgage Specialist

Mobile Mortgage Specialist

Wealth Planner (18-Month Contract) - Tsawwassen Community Branch

Financial Planner - King George

Wealth Planner

Branch Manager - Pitt Meadows

Financial Planner, Scotia Financial Planning - Surrey, Fleetwood

Financial Planner, Scotia Financial Planning - Surrey, Strawberry Hill

Financial Planner, Investment and Retirement Planner

Financial Planner, Scotia Financial Planning- South Surrey/White Rock

Financial Planner, Scotia Financial Planning- Langley, BC

Financial Planner, Scotia Financial Planning- South Surrey/White Rock 1 1

Wealth Planning Specialist

ScotiaMcLeod Senior Financial Planning Associate - White Rock

Senior Manager, Global Family Office Group - Calgary or Vancouver

Estate Planning Specialist

Desktop Property Claims Examiner – Hybrid – New Westminster, BC

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alerts for financial planner in south surrey bc

Explore jobs in more locations

Student Financial Planner/ Financial Assistant

Your Day to Day:

Primary Responsibilities (Student Financial Planner – ~75%)

Secondary Responsibilities (Financial Administrator – ~25%)

What You Bring to the Table:

Bonus Points For:

Job seeker tools

Employer Tools

Browse

Stay Connected