Elevate your career as a Mutual Funds Investment Specialist at Christian Credit Union in Edmonton. Bring your passion for personalized investment advice and build lasting member relationships in this full-time role.
As a Mutual Funds Investment Specialist, you will work with a faith-based financial services organization dedicated to biblical stewardship. In this permanent position, you’ll provide expert advice on a range of investment solutions including mutual funds, RRSPs, and TFSAs. Your solid relationship-building skills will be key to helping members achieve their financial goals through tailored financial solutions.
Key Responsibilities:
• Provide biblical investment advice to members
• Deliver diverse investment solutions and monitor renewals
• Manage assigned mutual fund portfolios and conduct reviews
• Refer complex planning needs to Wealth Management partners
Requirements:
• Minimum 2 years in financial services or relevant education
• Completion of Investment Funds in Canada Course or equivalent
• Eligibility for MFDA licensing is required
Leverage your financial acumen and passion for service at Christian Credit Union in Edmonton.
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📌 Edmonton Mutual Funds Advisor Position
🏢 Christian Credit Union
📍 Edmonton