Join Beem Credit Union as a Financial Solutions Associate at the Brentwood Branch, focusing on member engagement and financial guidance. Deliver comprehensive support for investment strategies and budgeting. As a full time Financial Solutions Associate, you will provide proactive financial guidance and investment advice to members without an assigned portfolio.

Your role emphasizes building relationships and uncovering opportunities that align with financial milestones, such as debt management, saving, and future planning. You will be integral in promoting financial literacy and offering holistic solutions tailored to member needs. Key Responsibilities:
Conduct discovery conversations to understand member financial goals




Provide advice on savings products and investment strategies
Assist with credit-related inquiries and lending needs
Deliver exceptional member service and proactive follow-ups
Collaborate with experts for complex planning needs Requirements:
2–4 years of experience in financial services
Excellent relationship management skills
Solid understanding of investment principles
Comfortable using CRM systems
Relevant post-secondary education preferred Make a meaningful impact in your community while supporting Beem members in achieving financial wellness.

📌 Financial Solutions Associate At Beem Burnaby (Canada)
🏢 Beem Credit Union
📍 Canada