Personal Finance Advisor helping Desjardins members meet financial goals through investments, loans, and insurance. Building relationships and advising young people and individual members in Ormstown.
About the role
- Financial Literacy Consultant supporting medical learners at the University of Alberta. Providing debt counseling, financial education, and accreditation support.
Responsibilities
- Conduct confidential 1:1 consultations on budgeting, debt management, government and provincial student loans, and professional lines of credit
- Provide impartial educational guidance without endorsing commercial banking products or providing regulated investment advice
- Develop tailored financial strategies and action plans aligned with learners’ academic, professional, and personal objectives
- Collect, analyze, and report data to support national accreditation requirements for debt management counseling
- Design and deliver financial literacy workshops, seminars, and other educational programming for medical learners
- Develop and maintain financial literacy resources, online modules, tools, and educational materials
- Collaborate with the Office of the Registrar and Student Financial Support to align services and streamline referrals
Requirements
- Post-secondary degree in a related field such as Finance, Economics, Education, or Social Sciences
- Minimum of three years of proven experience in a post-secondary student service environment
- Equivalent combinations of education and experience may be considered
- Experience providing 1:1 debt management counseling, financial guidance, or personal financial planning
- Commitment to student success and ability to provide supportive, empathetic guidance
- Strong cross-cultural sensitivity and communication skills
- Ability to work independently as the Faculty’s subject matter expert
- Strict adherence to confidentiality guidelines and records management protocols under ATIA and POPA
- Ability to explain complex financial concepts to audiences with varying financial knowledge
- Preferred: experience in student advising, student wellness, or dedicated student services
- Preferred: understanding of financial challenges and professional lines of credit faced by medical learners
- Preferred: knowledge of Canadian student financial aid programs, loans, awards, and bursaries
- Preferred: experience with PeopleSoft Campus Solutions and/or learning management systems such as eClass and G-suite
Benefits
- Comprehensive benefits package
- Hybrid work arrangement
- Collective agreement coverage under the Non-Academic Staff Association (NASA)
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