Mutual Funds Investment Specialist Edmonton

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.

• 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

• 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.