Join the mission of Christian Credit Union as a Mutual Funds Investment Specialist in Edmonton. This permanent full-time role provides an opportunity to impact members' financial lives through personalized investment advice.

In this position, you will embody the organization’s commitment to biblical financial stewardship while advising members on mutual funds, RRSPs, TFSAs, and more. Your ability to build robust relationships and provide tailored financial solutions will help guide members in achieving their financial objectives. You will actively manage a mutual fund portfolio and collaborate with the Wealth Management team for comprehensive financial planning needs.

Key Responsibilities:




• Provide investment advice based on biblical principles
• Deliver a full range of financial products and solutions
• Manage mutual fund portfolios and member assessments
• Refer members to Wealth Management for advanced needs

Requirements:
• 2+ years of financial services experience preferred
• Hold Investment Funds in Canada Course for licensing
• Working towards Financial Planning Designation is a plus

Utilize your financial expertise and relational skills at Christian Credit Union in Edmonton.
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📌 Investment Specialist at Christian Credit Union (Alberta)
🏢 Christian Credit Union
📍 Alberta