Support Edmonton members with personalized investment advice at Christian Credit Union, applying mutual fund knowledge and clear communication. The position is permanent and full-time.
This Mutual Funds Investment Specialist role serves members through investment products and financial solutions. You will assess needs, conduct reviews, and recommend options suited to financial goals. Responsibilities include registered plans, term deposits, mutual funds, renewal follow-up, and referrals to Wealth Management partners.
Key Responsibilities:
- Assess individual member needs and anticipate financial requirements
- Recommend financial products supporting members' financial goals
- Deliver RRSP, TFSA, RESP, RDSP, and term deposit solutions
- Conduct regular mutual fund portfolio reviews with members
- Refer complex financial planning needs to Wealth Management partners
Requirements:
- Demonstrate clear, concise, and strong written communication
- Possess humble, hungry, and people-smart core values
- Manage multiple tasks and prioritize activities effectively
- Have two years' financial services experience or related business education
- Hold IFIC or CSC and qualify for MFDA licensing
Use investment product expertise, member needs assessment, and financial communication to deliver personalized advice in Edmonton.
Investment Advisor Mutual Funds Edmonton employer: Christian Credit Union
Christian Credit Union is an exceptional employer that fosters a supportive and faith-driven work environment in Edmonton. With a strong emphasis on biblical stewardship, employees enjoy personalized growth opportunities, competitive compensation, and a comprehensive benefits package. The culture encourages relationship building and empowers staff to make meaningful contributions to members' financial well-being, making it a rewarding place to advance your career in financial services.
