Serve Christian Credit Union members through biblical investment advice in Edmonton, combining sales proficiency with strong 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 solid 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.

#J-18808-Ljbffr

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