Provide personalized mutual fund advice in Edmonton with Christian Credit Union, using relationship building and financial planning expertise. This is a permanent full-time position.
As a Mutual Funds Investment Specialist, you will advise members according to biblical financial principles. You will recommend investment products, manage a mutual fund portfolio, and support members' financial goals. The work includes RRSPs, TFSAs, RESPs, RDSPs, term deposits, and mutual funds.
Key Responsibilities:
- Provide investment advice grounded in biblical financial principles
- Build member relationships and recommend suitable financial solutions
- Deliver investment solutions, including registered plans and mutual funds
- Monitor renewal reports and conduct timely follow-up activities
- Manage assigned mutual fund portfolios and conduct regular reviews
Requirements:
- Demonstrate Christian character and biblical financial stewardship
- Demonstrate relationship building and sales proficiencies
- Apply financial planning, analysis, critical thinking, and decision-making
- Have two years' financial services experience or related education
- Hold IFIC or CSC with eligibility for MFDA licensing
Bring investment advice, portfolio management, and relationship-building skills to Christian Credit Union's Edmonton member-focused financial services team.
Mutual Funds Investment Specialist 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.
