oracle
Financial Literacy Consultant
University of Alberta
Edmonton, CAN
Part-time
Mid · 3+ years experience
Hybrid
Discovered 1 weeks ago
Communication
Key Skills for This Role
Communication
Full Job Posting
Qualifications
- Minimum Qualifications:
- Education & Experience: A post-secondary degree in a related field (e.g., Finance, Economics, Education, or Social Sciences) plus a minimum of three years of proven experience in a post-secondary student service environment
- Equivalent combinations of education and experience may be considered.
- Financial Guidance Experience: Demonstrated experience providing 1:1 debt management counseling, financial guidance, or personal financial planning.
- Student Service & Empathy: Proven commitment to student success; ability to listen actively, exercise sound ethical judgment, and provide supportive, empathetic guidance to individuals managing stress or complex personal/professional situations.
- Diversity & Inclusive Communication: Strong cross-cultural sensitivity and communication skills to interact knowledgeably, tactfully, and respectfully with a diverse student body across a broad range of backgrounds and financial literacy levels.
- Autonomy & Expertise: Ability to work with a high degree of independence as the Faculty’s subject matter expert, leading the development and delivery of financial counseling and program initiatives.
- Confidentiality & Compliance: Strict adherence to confidentiality guidelines and records management protocols under the Access to Information Act (ATIA) and Protection of Privacy Act (POPA).
- Accessible Communication: Demonstrated ability to explain complex financial concepts to audiences with varying financial knowledge, from novice to highly knowledgeable audiences.
- Preferred Qualifications:
- Student Services Environment: Prior experience in a dedicated student service, student advising, or student wellness role within a post-secondary setting.
- Medical Learner Context: Understanding of the unique financial challenges, professional line-of-credit structures, and personal stressors specifically faced by medical learners.
- Financial Aid Knowledge: In-depth knowledge of Canadian student financial aid programs, provincial and government loans, community/national awards, and University bursaries.
- Technical Proficiency: Experience with PeopleSoft Campus Solutions and/or learning management systems (e.g., eClass, G-suite) and ability to learn systems quickly.
- Application Instructions
- Click "Apply Now" to submit your resume and cover letter.
- This position is subject to all applicable terms and conditions of the collective agreement between the Governors of the University of Alberta and the Non-Academic Staff Association (NASA).
- This position offers a comprehensive benefits package.
- -
- A post-secondary degree in a related field (e.g., Finance, Economics, Education, or Social Sciences) plus a minimum of three years of proven experience in a post-secondary student service environment
Responsibilities
- Individual Financial Counseling: Conduct confidential 1:1 consultations to address specific learner concerns including budgeting, debt management, government and provincial student loans, and professional lines of credit, providing impartial, educational guidance without endorsing specific commercial banking products or providing regulated investment advice.
- Personalized Strategy Development: Provide proactive, non-judgmental guidance to help learners develop tailored financial strategies and action plans aligned with their academic, professional, and personal objectives.
- Accreditation & Compliance: Collect, analyze, and report on data to ensure the MD Program continuously meets or exceeds national accreditation requirements for debt management counseling.
- Program Design & Delivery: Design and deliver engaging educational programming such as financial literacy workshops and seminars tailored to the specific financial realities, timelines, and stressors of medical learners.
- Resource Curation: Develop and maintain up-to-date financial literacy resources, such as online modules, tools, and educational materials, ensuring complex concepts are communicated clearly to a non-financial audience, while ensuring compliance with University policies.
- Stakeholder Collaboration: Liaise and collaborate with key internal partners, including the Office of the Registrar and Student Financial Support, to align financial services, streamline referral pathways, and ensure seamless navigation across campus-wide financial resources.
Preferred Qualifications
- Student Services Environment: Prior experience in a dedicated student service, student advising, or student wellness role within a post-secondary setting.
- Medical Learner Context: Understanding of the unique financial challenges, professional line-of-credit structures, and personal stressors specifically faced by medical learners.
- Financial Aid Knowledge: In-depth knowledge of Canadian student financial aid programs, provincial and government loans, community/national awards, and University bursaries.
- Technical Proficiency: Experience with PeopleSoft Campus Solutions and/or learning management systems (e.g., eClass, G-suite) and ability to learn systems quickly.
- Application Instructions
- Click "Apply Now" to submit your resume and cover letter.
- This position is subject to all applicable terms and conditions of the collective agreement between the Governors of the University of Alberta and the Non-Academic Staff Association (NASA).
- This position offers a comprehensive benefits package.
About University of Alberta
Higher Education14000 employeesFounded 1908
Public research university based in Edmonton, Alberta.
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