Elevate financial wellness for British Columbians as a Financial Solutions Specialist at Beem Credit Union. Focus on investment advice and multi-goal financial strategies tailored to members.

At Beem, you will play a vital role in providing licensed investment advice, guiding members through their financial journeys by offering tailored solutions. Collaborating with various teams, you will enhance the member experience through proactive outreach and strategic planning. Your expertise will be key in adapting to evolving financial needs and ensuring compliance.

Key Responsibilities:
• Provide advanced investment advice and execute fund sales
• Develop personalized financial strategies based on member goals
• Educate clients on market concepts and retirement planning
• Collaborate on complex lending and financing solutions
• Support members in achieving financial milestones

Requirements:
• Degree or diploma in Business or Finance
• Mutual Fund License (IFIC/MFDA) mandatory
• 4–6 years of investment and advisory experience
• Strong communication and advisory skills
• Knowledge of compliance standards in financial services

Join Beem Credit Union and use your financial acumen to support members in North Vancouver.
#J-18808-Ljbffr

Financial Solutions Expert at Beem Credit Union