Serve Christian Credit Union members through biblical investment advice in Edmonton, combining sales proficiency with robust relationship-building skills. This permanent role is full-time.

The Mutual Funds Investment Specialist contributes to member financial goals through personalized recommendations and investment portfolio management. You will provide a full range of solutions, maintain member relationships, and identify needs through timely follow-up. The role also connects complex planning requirements with Wealth Management partners.

Key Responsibilities:

- Provide investment advice aligned with biblical financial stewardship
- Manage assigned mutual fund portfolios for individual members
- Monitor investment renewals and strengthen member relationships




- Identify opportunities to meet member investment needs
- Refer complex planning matters to Wealth Management partners

Requirements:

- Demonstrate Christian character and commitment to biblical principles
- Show strong financial planning, analysis, and critical thinking
- Communicate clearly in written and verbal interactions
- Work effectively with minimal supervision across multiple tasks
- Hold IFIC or CSC; CFP progress is an asset

Apply Christian Credit Union’s values through mutual fund management, financial analysis, and personalized member investment advice.

📌 Christian Credit Union Wealth Specialist (Edmonton)
🏢 Christian Credit Union
📍 Edmonton