Mutual Funds Investment Specialist Needed (Alberta)

Mutual Funds Investment Specialist Needed (Alberta)

18 Aug
|
Christian Credit Union
|
Alberta

18 Aug

Christian Credit Union

Alberta

Join Christian Credit Union as a Mutual Funds Investment Specialist in Edmonton. This full-time role focuses on delivering personalized investment services grounded in biblical principles and building strong member relationships.

In this permanent position, you will provide valuable investment advice and manage a diverse portfolio of mutual funds and other financial products. Your responsibility will be to understand member needs and recommend appropriate financial solutions such as RRSPs, TFSAs, and term deposits. Solid communication and sales skills are essential for this role to thrive in a meaningful, faith-driven environment.

Key Responsibilities:
• Advise members on investments aligned with biblical principles
• Offer comprehensive investment solutions and renewals
• Assess individual member portfolio needs and conduct reviews
• Collaborate with Wealth Management for complex planning

Requirements:
• Minimum 2 years of financial services experience
• Completion of Investment Funds in Canada Course preferred
• MFDA licensing eligibility required

Bring your expertise in relationship management and financial advice to Christian Credit Union's trusted team in Edmonton.
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📌 Mutual Funds Investment Specialist Needed (Alberta)
🏢 Christian Credit Union
📍 Alberta

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