‎Our culture

At Knowledge First Financial, our focus on student success starts with our culture. In all we do — how we work with each other and how we serve our customers — we strive to achieve our vision and fulfill our purpose.

‎Our purpose is…

To change lives by propelling more students to, and through, PSE successfully; helping them prepare, stay strong and be job ready for all that a bright future holds.

‎Our vision is…

To the be Canada's Leading Partner in Student Success, helping more than 1 million families plan for, manage, and thrive in post secondary education by 2024

‎We believe in a culture that enables...

‎GROWTH

We will learn and grow to define and build the student experience of the future

‎TRUST

Trust is the cornerstone of how we show up at work, how we interact with our customers and our partners, who are the foundation of our success

‎PIONEER

We will always look for opportunities and take the initiative to do things better, while accepting the risk to act

‎Strategic pillars that will help drive our transformation and growth

Elevate our expertise in education savings & planning

Aspire to be trusted and easy to do business with

Put customers in the center of our experience

Partner to drive value, scale and reach

‎The values that will help us achieve our culture

Values help guide our beliefs, attitudes and behaviors, and help guide our decisions by keeping us, collectively connected to our purpose.

‎We're INCLUSIVE.

‎We celebrate our differences and bring our whole selves to work

We will

•Listen to diverse perspectives

•Be empathetic

•Understand that the diversity of our employees and customers is our true strength

We won't

•Try to do it all on my own

•Tolerate non-inclusive behaviour

•Hide vulnerabilities

‎We're HUMBLE EXPERTS.

‎We pursue knowledge, expertise and excellence in our area of work

We will

•Commit to continuous learning

•Be performance driven

•Focus resources on the right things and doing things right

•Understand what winning looks like

We won't

•Assume I have all the answers

•Be complacent and cut corners

•Settle for less

•Take ourselves too seriously

‎We're CUSTOMER CURIOUS.

‎We love to learn more about our customers, explore the unknown and be pioneers

We will

•Ask the “why” from a customer point of view

•Design to the perspective of and impact to our customers

•Treat customers as our most important stakeholders

We won't

•Be afraid of making mistakes

•Make decisions in a silo away from the customer perspective

‎We're a COMMUNITY.

‎We interact, work and create value for the communities we serve

We will

•Keep each other accountable

•Serve each other to deliver value

•Engage others and not build alone

•Leverage the people around us

We won't

•Make it difficult to get things done

•Try to do it all on my own

‎We're COURAGEOUS.

‎We challenge the status quo and are comfortable in being agile and taking risks

We will

•Take initiative and experiment

•Embrace change

•Make it easy to get things done

We won't

•Be afraid of making mistakes

•Give up when things get tough

•Stick to what feels safe

•Decide by committee