Mutual Funds Investment Specialist
Job in
Edmonton, Alberta, P5J, Canada
Listed on 2026-10-26
Listing for:
Christian Credit Union
Full Time
position Listed on 2026-10-26
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
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
- 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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