Christian Credit Union Wealth Specialist
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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 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.
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