Edmonton Ab Loan specialist Jobs – 11 Openings This Week

Mutual Funds Investment Specialist
Christian Credit Union —Edmonton, AB
- $58,000–$71,000 a year
- Full-time
- Sales
- Financial services
- Business
- Profit sharing
- Disability insurance
Quick apply
Environmental – Regulatory Advisor II
Pantheon Inc. —Edmonton, AB
- $90 an hour
- Writing skills
- English
- Bachelor's
Senior Credit Analyst
National Bank of Canada —Edmonton, AB
- Full-time
- Hybrid work
- English
- Microsoft Office
- Bachelor's
- Wellness program
- Employee assistance program
Private Banker, Edmonton
Scotiabank —Edmonton, AB
- Master's degree
- Business development
- Bachelor's
Intermediate Aquatic Biologist
Dillon Consulting Limited —Edmonton, AB
- Full-time
- Hybrid work
- Sales
- Data analysis skills
- Research
- Employee assistance program
- Flexible schedule
Veterinary Specialist, Criticalist, Guardian Veterinary Centre
VCA Animal Hospitals —Edmonton, AB
- Full-time
- Leadership
- Communication skills
- Dental care
- Tuition reimbursement
Neurologist, Guardian Veterinary Centre
VCA Animal Hospitals —Edmonton, AB
- Full-time
- Surgery
- Tuition reimbursement
- Employee assistance program
Emergency Veterinarian, Guardian Veterinary Centre
VCA Animal Hospitals —Edmonton, AB
- Full-time
- Customer service
- Case management
- Patient care
- Tuition reimbursement
- Employee assistance program
Oncologist, Guardian Veterinary Centre
VCA Animal Hospitals —Edmonton, AB
- Full-time
- Dental care
Surgeon, Guardian Veterinary Centre
VCA Animal Hospitals —Edmonton, AB
- Full-time
- Surgery
- Patient care
- Mentoring
- Tuition reimbursement
- Employee assistance program

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loan specialist jobs near edmonton ab

Mutual Funds Investment Specialist

Christian Credit Union
Edmonton, AB

Quick apply

Job details

Full-time
$58,000–$71,000 a year

Qualifications

Investment
Customer relationship building
Product recommendation
Sales
Post-secondary education
CFP
Sales orientation
MFDA
Financial services
CSC
Client consultation
Business
Communication skills

Full job description

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 financial services organization that encourages biblical stewardship with service and advice from experts, while offering modern banking technology and a comprehensive range of financial services solutions. We are principled and benefit our members with low fees, great rates and profit sharing while supporting Christian organizations and providing resources to make a difference in the world.

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.

OUR MISSION

We encourage people to be good stewards of the financial resources God has given to them. “Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” - 1 Peter 4:10 NIV

OUR VISION

To be the recognized leader in applying Christian values to financial services. "The earth is the Lord’s, and everything in it, the world, and all who live in it..." - Psalm 24:1 NIV

What are some key responsibilities?

Provides investment advice grounded in biblical financial principles.
Builds excellent member relationships and recommends financial solutions and products which are best suited to assist members in achieving their financial goals.
Delivers the full range of investment solutions to members and potential members, including RRSPs, TFSAs, RESPs, RDSPs and term deposits and mutual funds.
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.
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.

What skills and attributes does a Mutual Funds Investment Specialist need to have?

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 $56,800.00 to $71,000.00 per annum 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 covering letter to:

Attention: Cheryl Jarvis, Chief People & Culture Officer

Job Type: Full-time

Pay: $58,000.00-$71,000.00 per year

Benefits:

Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
RRSP match
Vision care

Experience:

Financial services: 2 years (preferred)
mutual funds sales: 2 years (preferred)

Licence/Certification:

Financial Planning Designation CFP (preferred)
Investment Funds in Canada or Canadian Securities Course (required)

Work Location: In person

Quick apply

Refine Your Search

loan specialist jobs in edmonton ab

Mutual Funds Investment Specialist

Environmental – Regulatory Advisor II

Senior Credit Analyst

Private Banker, Edmonton

Intermediate Aquatic Biologist

Veterinary Specialist, Criticalist, Guardian Veterinary Centre

Neurologist, Guardian Veterinary Centre

Emergency Veterinarian, Guardian Veterinary Centre

Oncologist, Guardian Veterinary Centre

Surgeon, Guardian Veterinary Centre

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