Provide personalized mutual fund advice in Edmonton with Christian Credit Union, using relationship building and financial planning expertise. This is a permanent full time position.
As a Mutual Funds Investment Specialist, you will advise members according to biblical financial principles. You will recommend investment products, manage a mutual fund portfolio, and support members’ financial goals. The work includes RRSPs, TFSAs, RESPs, RDSPs, term deposits, and mutual funds.
Key Responsibilities: Provide investment advice grounded in biblical financial principles
Build member relationships and recommend suitable financial solutions
Deliver investment solutions, including registered plans and mutual funds
Monitor renewal reports and conduct timely follow-up activities




Manage assigned mutual fund portfolios and conduct regular reviews
Requirements: Demonstrate Christian character and biblical financial stewardship
Demonstrate relationship building and sales proficiencies
Apply financial planning, analysis, critical thinking, and decision-making
Have two years’ financial services experience or related education
Hold IFIC or CSC with eligibility for MFDA licensing
Bring investment advice, portfolio management, and relationship-building skills to Christian Credit Union’s Edmonton member-focused financial services team.

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📌 Mutual Funds Investment Specialist Edmonton (Alberta)
🏢 Christian Credit Union
📍 Alberta