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Do you feel called to contribute to the building of Christ’s Kingdom work through the execution of the Vision and Mission of Christian Credit Union? Christian Credit Union is a faith based financial services organization that encourages biblical stewardship, offers modern banking technology and a comprehensive range of financial services solutions with service and advice from experts.
Are you passionate about providing members with personalized investment advice? If so, this permanent Mutual Funds Investment Specialist role may be the opportunity for you! The ideal candidate has excellent relationship building skills and is well-versed in all aspects of investment products, including mutual fund solutions.
KEY RESPONSIBILITIES:
- Provides investment advice grounded in biblical financial principles.
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Builds excellent member relationships and recommends financial solutions and products which are best suited to assist members in achieving their financial goals.
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Delivers the full range of investment solutions to members and potential members, including RRSPs, TFSAs, RESPs, RDSPs and term deposits and mutual funds.
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Monitors investment renewal reports and conducts follow up activities in a timely manner to strengthen member relationships, retain existing business, and identify opportunities to meet member needs.
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Manages an assigned mutual fund portfolio; assesses and anticipates individual member needs and conducts regular reviews with the members. Refers more complex financial planning needs to partners on the Wealth Management team.
SKILLS AND ATTRIBUTES:
- Demonstrates Christian character including a desire to promote biblical financial stewardship.
- Possesses our core values of humble, hungry and people smart.
- Demonstrates relationship building and sales proficiencies.
- Demonstrates strong capabilities in financial planning, analysis, critical thinking and decision‐making.
- Communicates clearly and concisely; demonstrating strong written communication.
- Thrives in a fast-paced environment with minimal supervision; managing multiple tasks effectively and prioritizing work activities to achieve results.
REQUIREMENTS:
- Minimum 2 years financial services experience or related post-secondary education in a business discipline; mutual fund sales experience is an asset.
- Holds Investment Funds in Canada Course or Canadian Securities Course (CSC) with eligibility for MFDA licensing. Completion of or working towards Financial Planning Designation (CFP) is an asset.
THE COMPENSATION:
A competitive salary range of $56,800 - $71,000 per annum commensurate with experience along with benefits package, deposit and loan programs are all reasons to consider Christian Credit Union for your career.
Closing Date: Open until a suitable candidate has been selected.
We encourage all interested to apply by submitting your resume and cover letter to:
Attention: Cheryl Jarvis, Chief People & Culture Officer
Christian Credit Union
13504 -142 St NW
Edmonton, AB T5L 4Z2
Apply Now!
We thank all applicants for their interest. Only those under consideration for the position will be contacted. Christian Credit Union is committed to providing accommodations for people with disabilities. If you require accommodation during the application process or selection process, please advise in your cover letter.