Join the mission of Christian Credit Union as a Mutual Funds Investment Specialist in Edmonton. This permanent full-time role provides an chance 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 strong 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 principlesDeliver a full range of financial products and solutionsManage mutual fund portfolios and member assessmentsRefer members to Wealth Management for advanced needsRequirements:2+ years of financial services experience preferredHold Investment Funds in Canada Course for licensingWorking towards Financial Planning Designation is a plusUtilize your financial expertise and relational skills at Christian Credit Union in Edmonton.

📌 Investment Specialist At Christian Credit Union (Edmonton)
🏢 Christian Credit Union
📍 Edmonton