Mutual Fund Investment Specialist - Greater Sudbury, Canada - Northern Credit Union

Northern Credit Union
Northern Credit Union
Verified Company
Greater Sudbury, Canada

3 weeks ago

Sophia Lee

Posted by:

Sophia Lee

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Description
Credential Asset Management Inc. in partnership with Northern Credit Union, have an exciting opportunity for a Mutual Fund Investment Specialist.


Reporting to the Director of Wealth Management, the Mutual Fund Investment Specialist provides the highest quality, full‐service investment and financial planning advice to our clients.

Travel may be required.

Competitive Base Salary + Bonus

  • MFDA License in good standing
  • Minimum 5 years' experience
  • Certified Financial Planner (CFP) / Personal Financial Planner (PFP) Designation
  • Superior knowledge of the Investment Industry
  • Post‐Secondary degree / diploma, ideally in Commerce of Business Administration and or equivalent experience.

Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

Deadline for Applications:
September 15th, 2023

We thank all applicants - however only those selected for an interview will be contacted.


Job Types:
Full-time, Permanent


Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Work Location:
In person
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