Mutual Fund Investment Specialist
Sault Ste. Marie, Ontario, Canada; Thunder Bay, Ontario, Canada; Kenora, Ontario, Canada; Sudbury, Ontario, Canada; Durham, Ontario, Canada; Pembroke, Ontario, Canada
Full Time
3 days ago
$64,144 - $72,162 CAD
About this role
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 of Business Administration and or equivalent experience.
Salary Range: $64,144 - $72,162.
Deadline for Applications: March 20, 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.