Elevate your career with Beem Credit Union as a Financial Solutions Associate in Brentwood. Drive member success through investment education and personalized financial plans.

In this on-site full time role at Beem, you will engage members by providing targeted financial guidance and support. Your primary responsibility will be to deliver goal-based advice on savings, debt management, and investment opportunities. This sales-oriented position will enable you to enhance the member experience by promoting financial literacy and identifying when licensed advice is necessary.

Key Responsibilities:
• Facilitate discussions to uncover member goals and priorities
• Educate on various savings and investment products




• Support members with homeownership and credit-related milestones
• Document member interactions and milestones accurately
• Partner with specialists for licensed investment advice

Requirements:
• 2–4 years experience in advisory positions
• Strong communication and coaching abilities
• Knowledge of registered financial products
• Experience with digital tools and CRM platforms
• Relevant educational background in Finance or Business

Join Beem and help British Columbians navigate their financial journeys effectively.
#J-18808-Ljbffr

📌 Beem Credit Union Financial Associate (British Columbia)
🏢 Beem Credit Union
📍 British Columbia