Financial Literacy Consultant

University of Alberta

Financial Literacy Consultant providing financial support to medical learners at the University of Alberta. Conducting consultations, designing workshops, and ensuring accreditation compliance in a hybrid role.

Posted 6/4/2026part-timeEdmonton • 🇨🇦 CanadaMid-LevelSenior💰 CA$30,618 - CA$41,972 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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.
Technical proficiency with PeopleSoft Campus Solutions and/or learning management systems.

Benefits

Comp & perks

comprehensive benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

debt management counselingpersonal financial planningfinancial literacydata analysisreportingcontent developmentfinancial strategy developmentworkshop designfinancial resource developmentknowledge of Canadian student financial aid programs

Soft Skills

empathyproactive supportautonomyownershipdiplomacyrelationship buildingcommunicationconfidentialityinterpersonal skillsability to explain complex terminology