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
- Solid 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.

📌 Beem Credit Union Financial Associate (Burnaby)
🏢 Beem Credit Union
📍 Burnaby