Financial Literacy Consultant

This position has a term length of 2 years.

Location - This role is hybrid with a mix of remote and in-person work. Work primarily takes place at North Campus Edmonton.

The Office of Advocacy and Wellbeing (OAW) within the Faculty of Medicine & Dentistry is seeking a dedicated, student-centered Financial Literacy Consultant to join our team. This position serves as the primary subject matter expert within the Faculty, tasked with providing specialized financial guidance to medical learners while fulfilling national accreditation requirements related to financial aid and debt management counseling.

In this role, you will deliver direct, personalized support through confidential one-on-one consultations, helping learners navigate the unique, high-stakes financial challenges of medical education, including student loans, professional lines of credit, and long-term budgeting. You will be responsible for designing and delivering engaging workshops, translating complex financial concepts into accessible educational programming, and building strong relationships with key campus partners to facilitate integrated support.

We are seeking a skilled professional who combines solid financial acumen and student-service excellence with the empathy, discretion, and tact needed to build trust and support student wellbeing in a demanding academic environment.

This is a 0.5 FTE part time position, offering a hybrid or in-person work arrangement on Main Campus, serving as a vital resource for student success within the Faculty of Medicine & Dentistry. This position assists medical students both on Main Campus and at the Northern Alberta Medical Program in Grande Prairie.

• 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.

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.

The Faculty of Medicine & Dentistry is one of the world’s top academic health science centres. With 21 departments, multiple research institutes and centres, and a focus on excellence in education, research, and clinical care, the faculty trains outstanding medical and dental professionals and drives global health innovation in collaboration with partners across sectors.

The University of Alberta, its buildings, labs and research stations are primarily located on the territory of Néhiyaw (Cree), Niitsitapi (Blackfoot), Métis, Nakoda (Stoney), Dene, Haudenosaunee (Iroquois) and Anishinaabe (Ojibway/Saulteaux), lands that are now known as part of Treaties 6, 7 and 8 and homeland of the Métis. The University of Alberta respects the sovereignty, lands, histories, languages, knowledge systems and cultures of all First Nations, Métis, and Inuit.

The University of Alberta is a community of knowledge seekers, change makers and world shapers who lead with purpose each and every day. We are home to over 14,000 faculty and staff, more than 40,000 students and a growing community of 300,000 alumni worldwide.

Your work will have a meaningful influence on a fascinating cross-section of people - from our students and community members, to our renowned researchers and innovators, making discoveries and generating solutions that make the world healthier, safer, stronger and more just. Learn more.

At the University of Alberta, we are committed to creating an inclusive and accessible hiring process for all candidates. If you require accommodations to participate in the interview process, please let us know at the time of booking your interview and we will make every effort to accommodate your needs.

We thank all applicants for their interest; however, only those individuals selected for an interview will be contacted.

All University employees have a responsibility to foster a workplace that prioritizes safety in all its forms—physical, cultural, and psychological. This is achieved by promoting a safe environment, adhering to all safety laws, policies and procedures, completing all required safety training, identifying hazards and implementing controls, reporting incidents, and contributing to a culture of belonging and respect, while endeavoring to ensure that all colleagues feel valued and safe to express their thoughts, perspectives and concerns.

The University of Alberta is committed to creating a university community where everyone feels valued, barriers to success are removed, and thriving connections are fostered. We welcome applications from all qualified persons. We encourage women, First Nations, Métis and Inuit persons, members of visible minority groups, persons with disabilities, persons of any sexual orientation or gender identity and expression, and all those who may contribute to the further diversification of ideas and the University to apply.

L’Université de l’Alberta s’engage à créer une communauté universitaire où chaque personne se sent valorisée, où les obstacles à la réussite sont éliminés et où des connexions enrichissantes peuvent se développer. Nous accueillons les demandes de toutes les personnes qualifiées. Nous encourageons les femmes; Premières nations, Métis et Inuits; membres des groupes minoritaires visibles; personnes handicapées; personnes de toute orientation sexuelle ou identité et expression de genre; et toutes les personnes qui peuvent contribuer à la diversification des idées et à l'université à postuler.