Financial Literacy Consultant

Role Overview

• Conduct confidential one-on-one consultations to address specific learner concerns, including budgeting, student loans, and professional lines of credit.
• Provide empathetic and proactive support to help learners develop tailored financial strategies and action plans that align with their academic and professional objectives.
• Collect, analyze, and report on data to ensure the MD Program meets or exceeds national accreditation requirements for debt management counseling.
• Design and deliver engaging financial literacy workshops and seminars tailored to the specific financial realities and stressors of medical learners.
• Develop and maintain up-to-date financial literacy resources, including online modules and tools, while ensuring compliance with university policies.
• Liaise with internal partners, such as the Office of the Registrar and Student Financial Support, to ensure integrated and seamless support for learner wellbeing.

Requirements

• A post-secondary degree in a related field (e.g., Finance, Economics, or Education) plus a minimum of three years of proven experience in a post-secondary or university student service environment.
• Equivalent combinations of related education and experience may be considered.
• Proven experience in providing 1:1 debt management counseling and personal financial planning.
• Autonomy & Ownership: Ability to work with a high degree of independence as the Faculty’s subject matter expert, leading the development of the content and delivery of financial counseling and program initiatives.
• Diplomacy & Relationship Building: Strong interpersonal and diplomatic skills to build and maintain professional, collaborative working relationships with stakeholders at all organizational levels.
• Diversity & Communication: Ability to interact knowledgeably and respectfully with individuals possessing a broad range of credentials, abilities, and backgrounds.
• Confidentiality: Commitment to adhering to strict confidentiality guidelines and records management protocols ​​under the Access to Information Act (ATIA) and the Protection of Privacy Act (POPA).
• Experience in a similar student services role in a post-secondary environment is strongly preferred.
• Awareness of the unique financial challenges and stressors specifically faced by medical learners.
• In-depth knowledge of Canadian student financial aid programs, government loans, community/national awards, and professional lines of credit, as well as University bursaries and awards.
• Experience explaining complex financial terminology to a non-financial audience.
• Master’s degree in a relevant discipline or a recognized professional designation such as CFP, AFC, or CFA.
• Technical proficiency with PeopleSoft Campus Solutions and/or learning management systems.

Benefits

• comprehensive benefits package