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
2d
Financial Services Representative (BCGEU) - Chinatown
Vancouver City Savings Credit Union —Vancouver, BC
- $27.21 an hour
- Part-time
- CRM software
- Hospitality
- Sales
- Designated paid holidays
- Dental care
5d
Reception & Bookings Coordinator
University of British Columbia —Vancouver, BC
- $4,208–$4,316 a month
- Full-time
- Customer service
- Word processing
- English
10h
Social Media Coordinator
Live Nation —Vancouver, BC
- $62,000–$65,000 a year
- Weekends as needed
- Microsoft Powerpoint
- Presentation skills
- Organizational skills
- Dental care
- Tuition reimbursement
Financial Services Representative - Brentwood (15-Month Contract)
Vancouver City Savings Credit Union —Burnaby, BC
- $27.21 an hour
- Weekends as needed
- CRM software
- Hospitality
- Sales
- Designated paid holidays
- Dental care
7d
Member Experience Officer (BCGEU) - False Creek
Vancouver City Savings Credit Union —Vancouver, BC
- $29.71 an hour
- Customer service
- Finance
- High school diploma or GED
- Designated paid holidays
- Dental care
12d
Senior Financial Services Representative (BCGEU) - False Creek
Vancouver City Savings Credit Union —Vancouver, BC
- $33.90 an hour
- Weekends as needed
- Customer service
- High school diploma or GED
- Recruiting
- Designated paid holidays
- Dental care
12d
Public Services Assistant (Shared Services)
University of British Columbia —Vancouver, BC
- $4,281–$4,386 a month
- Weekends as needed
- Bar
- Word processing
- Microsoft Office
3d
Reception & Bookings Coordinator
UBC Faculty of Forestry —Vancouver, BC
- $4,208–$4,316 a month
- Full-time
- Customer service
- Word processing
- English
12h
Pharmacist (based in YELLOWKNIFE)
Lakeshore Co-operatives Ltd. —Vancouver, BC
- $122,410.41–$160,663.67 a year
- Full-time
- Doctoral degree
- Bachelor's
- Organizational skills
- Store discount
- Dental care
Quick apply
20h
Paralegal – Banking
Arlyn Recruiting —Vancouver, BC
- $85,000–$120,000 a year
- Full-time
- Microsoft Office
- Communication skills
- Time management
- Dental care
- Vision care
13d
Senior Executive Assistant
Vancouver City Savings Credit Union —Vancouver, BC
- $69,700–$86,100 a year
- Hybrid work
- Microsoft Office
- Recruiting
- Organizational skills
- Designated paid holidays
- Dental care
Assistant Branch Manager - False Creek
Vancouver City Savings Credit Union —Vancouver, BC
- $86,400–$106,680 a year
- Finance
- High school diploma or GED
- Recruiting
- Designated paid holidays
- Dental care
Account Manager II (BCGEU) - False Creek
Vancouver City Savings Credit Union —Vancouver, BC
- $38.33 an hour
- Customer service
- High school diploma or GED
- Recruiting
- Designated paid holidays
- Dental care
12d
Senior Legal Administrative Assistant, Banking and Debt Financing
Lawson Lundell —Vancouver, BC
- $72,000–$85,000 a year
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Tuition reimbursement
Quick apply
Public Services Assistant (Shared Services)
UBC Faculty of Forestry —Vancouver, BC
- $4,281–$4,386 a month
- Weekends as needed
- Bar
- Word processing
- Microsoft Office
3d
Library Assistant - InterLibrary Loans
Simon Fraser University —Burnaby, BC
- $22.96 an hour
- Temporary
23h
Account Manager I (BCGEU) - False Creek
Vancouver City Savings Credit Union —Vancouver, BC
- From $33.90 an hour
- Customer service
- High school diploma or GED
- Recruiting
- Designated paid holidays
- Dental care
12d
Paralegal - Banking
Clark Wilson —Vancouver, BC
- $85,000–$120,000 a year
- Full-time
- Microsoft Office
- Organizational skills
- Communication skills
- Dental care
- Vision care
Quick apply
Senior Executive Assistant, Chief Strategy Officer
Vancouver City Savings Credit Union —Vancouver, BC
- $69,700–$82,000 a year
- Microsoft Office
- Administrative experience
- Recruiting
- Designated paid holidays
- Dental care

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loan assistant jobs near vancouver bc

Student Financial Planner/ Financial Assistant

CDI College -
New Westminster, BC

Apply Now

Job details

Permanent | Full-time
$42,000–$45,000 a year
2 days 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

loan assistant jobs in vancouver bc

Student Financial Planner/ Financial Assistant

Financial Services Representative (BCGEU) - Chinatown

Reception & Bookings Coordinator

Social Media Coordinator

Financial Services Representative - Brentwood (15-Month Contract)

Member Experience Officer (BCGEU) - False Creek

Senior Financial Services Representative (BCGEU) - False Creek

Public Services Assistant (Shared Services)

Reception & Bookings Coordinator

Pharmacist (based in YELLOWKNIFE)

Paralegal – Banking

Senior Executive Assistant

Assistant Branch Manager - False Creek

Account Manager II (BCGEU) - False Creek

Senior Legal Administrative Assistant, Banking and Debt Financing

Public Services Assistant (Shared Services)

Library Assistant - InterLibrary Loans

Account Manager I (BCGEU) - False Creek

Paralegal - Banking

Senior Executive Assistant, Chief Strategy Officer

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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:

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