15 Aug
|
Christian Credit Union
|
Edmonton
15 Aug
Christian Credit Union
Edmonton
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.
📌 Edmonton Mutual Funds Advisor Position
🏢 Christian Credit Union
📍 Edmonton