Beem Credit Union is seeking a Wealth Protection Specialist to provide skilled life insurance planning and advisory services. You will collaborate with the Advisory Sales team to identify insurance referrals and deliver tailored solutions that align with member goals.
You will support growth of member relationships by cross-referring to credit union products and ensuring regulatory and ethical standards are met. Relevant CFP or equivalent credentials are valued.
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📌 Wealth Protection Advisor — Life Insurance Planning (Kelowna)
🏢 Beem Credit Union
📍 Kelowna
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