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Mutual Funds Investment Specialist

Northern Credit Union Limited -
Sault-Sainte-Marie, ON

Postuler dès maintenant

Détails du poste

Permanent
De 58 400 $ à 73 000 $ par an
Il y a 12 jours

Profil recherché

PFP
Investissement
Études postsecondaires
CFP
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Affaires

Description complète du poste

Aviso Wealth, in partnership with Northern Credit Union, has an exciting opportunity for a Mutual Funds Investment Specialist.

The Mutual Funds Investment Specialist is responsible for managing, growing, and aligning client portfolios while delivering exceptional service and relationship management. The successful candidate will bring a strong track record within the investment industry and a genuine passion for helping clients achieve their financial goals. By understanding each client’s unique needs, you will provide thoughtful advice and tailored investment solutions that support long-term financial success.

Reporting to the Director of Wealth Management, the Mutual Funds Investment Specialist provides high-quality investment and financial planning advice to clients. This role requires a proactive, client-focused professional who can build trusted relationships, identify opportunities to strengthen portfolios, and deliver personalized strategies. Working collaboratively with the Wealth Management team, you will contribute to the continued growth of the department while ensuring clients receive knowledgeable and responsive support.

Travel may be required.

Preferred candidates will possess the following qualifications:

IFIC / CSC
Certified Financial Planner (CFP) / Personal Financial Planner (PFP)
Minimum 5 years’ experience
Superior knowledge of the Investment Industry
Post‐Secondary degree / diploma, ideally in Commerce or Business Administration and/or equivalent experience.

Employee Perks & Benefits:

We offer a comprehensive total rewards package designed to support our employees’ well-being, growth, and connection to the community, including:

Comprehensive benefits package
Pension plan
Annual variable compensation program tied to individual and company performance
Exclusive staff rates on a variety of products and services
Professional development and learning opportunities
Opportunities to give back through our Do Some Good Employee Volunteer Program
Employee Win/Win Program supporting local charitable organizations

Salary Range: $58,400.00 - $73,000.00.

Deadline for Applications: July 30, 2026

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

Northern Credit Union is an equal opportunity employer and committed to providing an accessible recruitment process for all candidates. We welcome and encourage applications from people with disabilities. Accommodation is available on request for candidates taking part in all aspects of the selection process. If you require accommodations at any stage of the application or interview process, please contact the Human Resources Department.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial.

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Mutual Funds Investment Specialist

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