At a Glance
- Tasks: Provide personalized investment advice and build strong member relationships.
- Company: Join a faith-based financial services organization focused on biblical stewardship.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Dynamic work environment with a commitment to inclusivity and support for all applicants.
- Why this job: Make a real impact by helping members achieve their financial goals.
- Qualifications: 2 years of financial services experience or relevant education; mutual fund sales experience is a plus.
The predicted salary is between 56800 - 71000 $ per year.
Mutual Funds Investment Specialist - Full-time/Permanent - Edmonton
Do you feel called to contribute to the building of Christ’s Kingdom work through the execution of the Vision and Mission of Christian Credit Union?
Christian Credit Union isafaith basedfinancial services organization that encourages biblical stewardship, offers modern banking technology and a comprehensive range of financial services solutions with service and advice from experts.
Are you passionate about providing members with personalized investment advice?
If so, this permanent Mutual Funds Investment Specialist role may be the opportunity for you!
The ideal candidate has excellent relationship building skills and is well-versed in all aspects of investment products, including mutual fund solutions.
KEY RESPONSIBILITIES
- Provides investment advice grounded in biblical financial principles.
Builds excellent member relationships and recommends financial solutions and products which are best suited to assist members in achieving their financial goals.
- Delivers the full range of investment solutions to members and potential members, including RRSPs, TFSAs, RESPs, RDSPs and term deposits and mutual funds.
Monitors investment renewal reports and conducts follow up activities in a timely manner to strengthen member relationships, retain existing business, and identify opportunities to meet member needs.
- Manages an assigned mutual fund portfolio; assesses and anticipates individual member needs and conducts regular reviews with the members.
- Refers more complex financial planning needs to partners on the Wealth Management team.
SKILLS AND ATTRIBUTES
- Demonstrates Christian character including a desire to promote biblical financial stewardship.
- Possesses our core values of humble, hungry and people smart.
- Demonstratesrelationship building and sales proficiencies.
- Demonstrates strong capabilities in financial planning, analysis, critical thinking and decision‐making.
- Communicates clearly and concisely; demonstrating strong written communication.
- Thrives in a fast-paced environment with minimal supervision; managing multiple tasks effectively and prioritizing work activities to achieve results.
REQUIREMENTS
- Minimum 2 years financial services experience or related post-secondary education in a business discipline; mutual fund sales experience is an asset.
- Holds I nvestment Funds in Canada Course or Canadian Securities Course (CSC) with eligibility for MFDA licensing.
Completion of or working towards Financial Planning Designation (CFP) is an asset.
THE COMPENSATION
A competitive salary range of $56,800 - $71,000 per annum commensurate with experience along with benefits package, deposit and loan programs are all reasons to consider Christian Credit Union for your career.
We thank all applicants for their interest.
Only those under consideration for the position will be contacted.
Christian Credit Union is committed to providing accommodations for people with disabilities.
If you require accommodation during the application process or selection process, please advise in your cover letter.
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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.
