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.

📌 Mutual Funds Investment Specialist Edmonton
🏢 Christian Credit Union
📍 Edmonton